CFA Society Milwaukee

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge hosted by CFA Society Milwaukee

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes best practic​es in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.   

The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition.  Participation in the Challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

The CFA Society Milwaukee is proud to host the annual local level of the CFA Institute Research Challenge.

For the 2018​ Local Challenge results visit our Event & News page.​

​Participating Universities - 

  • ​UW-Madison
  • UW-Oshkosh​​
  • UW-Whitewater - Team 1
  • UW-Whitewater - Team 2

​Volunteer Opportunities                                                                                                                ​​​

  • Industry Mentor: hands on work with university student
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations

Contact us at to get involved.

CFA Institute Research Challenge
Official Rules​​

​Scheduled Event

December 6th - Subject Company Presentation
     Exact Sciences
     ​Madison, WI

February 21, 2019 - Local Final
     Best Western Premier Park Hotel
     Madison, WI​

April 23-24, 2019 - Regional Final
     New York, USA

April 25, 2019 - Global Final
     New York, USA​

Thank you to our 2019 Sponsors

2018-2019 Student Flyer

Contact Ryan Hamilton at ​email​

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