CFA Institute Research Challenge

A Member of the CFA Institute Global Network of Societies

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 8th annual Upper Midwest Research Challenge.

2017-2018 Participating Universities (to-date)

Augustana University (2 teams)
Bethel University
Gustavus Adolphus College (2 teams)
MN State University Moorhead
North Dakota State University
St. Olaf College
University of Mary
University of Minnesota Twin Cities (2 teams)
University of Minnesota Duluth
University of St. Thomas (2 teams)
University of South Dakota
University of Wisconsin-Superior
Winona State University (2 teams)

2017-2018 Subject Company

The Subject Company is: Fastenal, Inc. (NASDAQ: FAST)
Fastenal Company, together with its subsidiaries, engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, and internationally. It offers fasteners, and other industrial and construction supplies primarily under the Fastenal name. The company’s fastener products include threaded fasteners, such as bolts, nuts, screws, studs, and related washers, which are used in manufactured products and building projects, as well as in the maintenance and repair of machines and structures. Fastenal Company was founded in 1967 and is headquartered in Winona, Minnesota.

Thank you to our 2017-2018
Local Level Sponsor

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

Official Rules

Schedule of Events

September - University Teams Form

10/02/17 - Kick-off Meeting

TBD - Subject Company Analyst Day

1/12/18 - Written Reports Due

2/15/18 - Local Finals, Thrivent Auditorium, Minneapolis

3/19/18 - 3/20/18 - Regionals, Boston, MA

04/27/18 - Kuala Lumpur, Malaysia

2016-2017 Minnesota Local Level Champion

University of Minnesota Duluth Team #1

View the winning team's report:

UMD Team 1.pdf

Questions? Contact Amanda Sullivan at events@cfamn.org

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CFA Institute Research Challenge Hosted by CFA Society Minnesota

2017-2018 Participating Universities (to-date)

2017-2018 Subject Company

Links

Address & Map

​​CFA Institute Research Challenge Hosted by CFA Society Minnesota

2017-2018 ​​Participating Universities (to-date)

2017-2018 Subject Company

Links

Address & Map

CFA Institute Research Challenge Hosted by CFA Society Minnesota

2017-2018 Participating Universities (to-date)