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UMD Team 1.pdf​​​​​​​​​​​

​​CFA Institute Research Challenge Hosted by CFA Society Minnesota

​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 practices 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.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.   

CFA Society Minnesota is proud to host the 7th annual Upper Midwest​ Research Challenge.

2016-2017 ​​Participating Universities (to-date)

  • Augustana University​
  • Bethel University
  • College of St. Benedict & St. John's University
  • College of St. Scholastica
  • Macalester College​ (2 teams)
  • Minnesota State University Moorhead
  • North Dakota State University
  • University of Mary
  • University of Minnesota (2 teams)
  • University of Minnesota, Duluth (2 Teams)
  • University of St. Thomas
  • University of Wisconsin,​ Superior 
  • Winona State University

​2016-2017 Subject Companyvascularsolutions-300x300.png

The 2015-2016 Research Challenge subject company is Vascular Solutions (NASDAQ: VASC). This year's competition will be impressive, with numerous teams participating from schools throughout Minnesota, North Dakota, South Dakota and Wisconsin. The local competition involves more than 70 university students and countless volunteers.


About the Subject Company:
Vascular Solutions is a medical device company focused on delivering unique clinical niche solutions used in coronary and peripheral vascular procedures. Vascular Solutions products target the needs of interventional cardiologists, interventional radiologists, electrophysiologists and vein therapy. Vascular Solutions was founded in 1997 and is headquartered in Maple Grove, Minnesota. Vascular Solutions employs approximately 568 people worldwide. 

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​Thank you to our 2016-2017
Local Level Sponsor

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​​​Volunteer Opportunities

  • ​Industry Mentor: hands-on work with university students
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations
Contact Diane Senjem at support@cfamn.org to volunteer​

Schedule of Events

September - University Teams Form

10/05/16 - Kick-off Meeting

11/7/16 - Subject Company Analyst Day

1/13/17​ - Written Reports Due

2/23/17 - Local Finals​

4/6/17 - 4/7/17 - Regionals, Seattle, WA

04/28/17 - Global Finals, Prague, Czech Republic

2016-2017 Minnesota Local Level Champion



University of Minnesota Duluth Team #1

View the winning team's report:
​​Questions? Contact Amanda Sullivan at events@cfamn.org 

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