CFA Society Nebraska

A Member of the CFA Institute Global Network of Societies

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 2022 CFA Research Challenge

​CFA Society Nebraska hosted a local CFA Research Challenge Event in 2022.

Timeline:

Local Competition Date: February 25, 2022
Written reports due: February 11, 2022

Subject Company: Lindsay Manufacturing (NYSE: LNN)

Participating Universities:

University of Nebraska - Lincoln
University of Nebraska - Omaha

 

 2022 Winning Team: University of Nebraska - Lincoln

 

​Congratulations to University of Nebraska - Lincoln, the 2022 winner of the local Research Challenge.  The subject company in the challenge was Lindsay Manufacturing.  A team from the University of Nebraska - Omaha also participated in the local event. The winning team went on to compete in the Americas Sub-Regional competition virtually. Winning team members are:

 

​Nicholas CoffeySam Gilbert​Ananth VenkatachalamBryant Warrick​Alexander Zlatic

 

 

 Thank You to All of Our Research Challenge Volunteers!


​Year​SchoolFaculty AdvisorsMentorsGraders​​Judges
​2022

​UNL
UNO

​Richard DeFusco, CFA
Laura Beal, CFA

​Jake Bleicher, CFA
Nicholas Nevole, CFA
​Joshua Armstrong, CFA
David Craft, CFA
Sarah Murray, CFA
​Philip Boll, CFA
Jay Martin, CFA
J. J. Schenkelberg, CFA
Richard Witt, CFA
​2021

​Creighton
UNL - 1
UNL - 2

​Lee Dunham, CFA
Richard DeFusco, CFA
Richard DeFusco, CFA

​Jake Bleicher, CFA
Nicholas Nevole, CFA
Dan Walker, CFA

​Joshua Armstrong, CFA
David Craft, CFA
Damian Howard, CFA

​Philip Boll, CFA
Jessie Goodwin, CFA
J. J. Schenkelberg, CFA
Richard Witt, CFA

​2020

​Creighton
UNO

​Lee Dunham, CFA
Laura Beal, CFA
​Jake Bleicher, CFA
Damian Howard, CFA
​Joshua Armstrong, CFA
David Craft, CFA
Spence Byer, CFA
Vincent Miscia, CFA
​Philip Boll, CFA
Richard Witt, CFA
J. J. Schenkelberg, CFA
Jessie Goodwin, CFA
​2019​Creighton
UNL
UNO
Wesleyan
​Lee Dunham, CFA
Richard DeFusco, CFA
Laura Beal, CFA
Thom Jackman
​Jake Bleicher, CFA
Nicholas Nevole, CFA
Damian Howard, CFA
​Jason Ballow, CFA
David Craft, CFA
Shawn Bengtson, CFA
Will Wasserburger, CFA
​Philip Boll, CFA
Johnathan Gibb, CFA
J. J. Schenkelberg, CFA
Jessie Goodwin, CFA
​2018​Bellevue
Creighton
UNL
​Yen-Sheng Lee
Lee Dunham, CFA
Richard DeFusco, CFA
​David Craft, CFA
Damian Howard, CFA
​Laura Beal, CFA
Steven J. Wruble, CFA
Shaw Bengston, CFA
Yavor Pamukov, CFA
​Dan Frost, CFA
J. J. Schenkelberg, CFA
Rick Witt, CFA
Paula Wieck, CFA
​2017

​Bellevue
Creighton
UNL
UNO

​Yen-Sheng Lee
Lee Dunham, CFA
Richard DeFusco, CFA
Laura Beal, CFA
​David Craft, CFA
Rick Witt, CFA
Philip Mead, CFA
Damian Howard, CFA
​Stacy Auman, CFA
Mike Gatliff, CFA
Ryan Johnson, CFA
Nicholas Nevole, CFA

​John Conley, CFA
John Philo, CFA
Paula Wieck, CFA
Mark Wynegar, CFA

​2016​Creighton
UNL
UNO
Lee Dunham
Richard DeFusco
Laura Beal
​Mark Wynegar, CFA
Philip Mead, CFA
Damian Howard, CFA​
​Stacy Auman, CFA
Ryan Johnson, CFA
Nicholas Nevole, CFA
Yavor Pamukov, CFA
​Dan Frost, CFA
Andy Fram, CFA
Rick Witt, CFA
John Conley, CFA
​2015​Bellevue
Creighton
UNL
UNO
​Michael Johnson, CFA
Andy Jacobitz, CFA
Philip Mead, CFA
Damian Howard, CFA
​Steven Wruble, CFA
Shawn Bengtson, CFA
Ryan Johnson, CFA
​John Conley, CFA
Rick Witt, CFA
Mark Wynegar, CFA
John Maginn, CFA (alternate)
​2014​UNO​Damian Howard, CFA
​2013​UNO​Damian Howard, CFA​
​2012​Andy Jacobitz, CFA
Michael Johnson, CFA
Clint Rushing, CFA
Steve Schultz, CFA (So Dakota)
​Laura Beal, CFA
Matthew D. Wohlers, CFA
Mark Wynegar, CFA
​Damian Howard, CFA
​2011

​Creighton
Bellevue
UNO
UNL
USD

​J. J. Schenkelberg, CFA
Michael Johnson, CFA
Troy Gerhardt, CFA
Bruce Remington, CFA
Renae Randall, CFA
​Kelly Rush (IA Society)
Paul Galloway (IA Society)
Shirley Osby (IA Society)
​Damian Howard, CFA
John Thompson, CFA
Mark Wynegar, CFA
Scott Wendt, CFA
Stephen Donahoe, CFA​

 

 CFA Institute Research Challenge

 

​The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. 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.

How the Challenge Works
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3–5 business and finance students. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company. Each team's findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from the world's top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.

Benefits of Participation
Students:  ​Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills.

Universities: Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.

Mentors and Panelists: Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.​​​​
 

 Get Involved!

Learn how you can participate in the Research Challenge as a student, a volunteer, or an industry, starting at the local level.

In the first eight years of this annual competition, 15,000+ students from more than 1,000 universities around the world participated with the help of thousands of dedicated volunteers.

Shape the Future of Finance. 
Get Involved Today!

 Previous Winners

CFA Society Nebraska Local Competition Winners: ​

2022 University of Nebraska - Lincoln

2021 University of Nebraska - Lincoln Team 2

2020 Creighton University

2019 Creighton University

2018 Creighton University

2017 Creighton University

2016 Creighton University

2015 Creighton University
 
Prior to  2015 CFA Society Nebraska ran a joint competition with CFA Society Iowa. The Local Champions were:
2014: Creighton University
2013: Creighton University
2012: University of Iowa
2011: University of Iowa 

 Thank you!

We would like to thank all of our volunteers, mentors, judges, and graders! 

None of this would be possible without you.​​ So thank you!