CFA Society Nebraska

A Member of the CFA Institute Global Network of Societies

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 2021 CFA Research Challenge

​CFA Society Nebraska will be hosting a local CFA Research Challenge Event in 2021.

Timeline:

Local Competition Date: February, 2021
Written reports due: early February, 2021

Subject Company: to be determined

Participating Universities:

to be determined - contact the staff office if interested

Competition Location

to be determined

 2020 Winning Team: Creighton University

Congratulations to Creighton University, the 2020 winner of the local Research Challenge.  The team participated virtually, due to COVID-19, in the Americas Regional Competition. The subject company in the challenge was Casey's General Stores, Inc.  The University of Nebraska - Omaha also participated in the local event.

 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.​​​​
 

 2019 Winning Team: Creighton University

cfa research challenge 2019.jpg

Congratulations to Creighton University, the 2019 local winner of the CFA Research Challenge. The Creighton team traveled to New York City on March 23 - 25, 2019 to compete in the "Americas" Regional Competition.

 Thank You to All of Our Research Challenge Volunteers!


​Year​SchoolFaculty AdvisorsMentorsGraders​​Judges
​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
JJ 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

​Jennifer 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​

 

 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: ​

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!