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A Member of the CFA Institute Global Network of Societies

​​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 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 CompanyFastenal20Logoblkhires.jpg

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.


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​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​

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 

04/20/18 - Global Finals, Seoul, Korea

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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