Research Challenge

CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society^® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions.

Learn more and read FAQs See the schedule and get involved

CFA Nebraska Hosts Local Research Challenge

2024 Winning Team: Creighton University

Congratulations to Creighton University, the winner of the local Research Challenge held in the Spring of 2024. The subject company in the challenge was Union Pacific (UNP). Teams from the University of Nebraska – Lincoln and the University of Nebraska - Kearney also participated in the local event. The Creighton team competed in the Americas Sub-Regional competition, advancing through that round of the competition to reach the Americas Regional Semifinal.

Please join us in congratulating the Creighton team! The team included Angelena Simon, Brennan Hammer, Jacey Greco, and Peter Daood. Lee Dunham is the Faculty Advisor.

Thank You to All of Our Research Challenge Volunteers!

We would like to thank all of our volunteers: faculty advisors, mentors, graders, and judges. None of this would be possible without you.

CFA Society Nebraska
Local Competition Winners:

2024 Creighton University
2023 Creighton University
2022 University of Nebraska - Lincoln
2021 University of Nebraska - Lincoln-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

Year	School	Faculty Advisors	Mentors	Graders	Judges
2024	Creighton UNK UNL	Lee Dunham, CFA Nam Le, CFA Richard DeFusco, CFA	Michael Johnson, CFA Damian Howard, CFA	Joshua Armstrong, CFA David Craft, CFA Sarah Murray, CFA	Philip Boll, CFA Michael Clinch, CFA Jay Martin, CFA Richard Witt, CFA
2023	Creighton	Lee Dunham, CFA	Jake Bleicher, CFA Damian Howard, CFA John Philo, CFA Nicholas Nevole, CFA	Joshua Armstrong, CFA David Craft, CFA Sarah Murray, CFA	Philip Boll, CFA Jay Martin, CFA Sarah Robak, CFA Richard Witt, CFA
2022	UNL UNO	Richard DeFusco, CFA Laura Beal, CFA	Nicholas Nevole, CFA Damian Howard, CFA Jake Bleicher, 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	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 Nicholas Nevole, CFA Rhonda McCarthy, CFA	Joshua Armstrong, CFA Spence Byer, CFA David Craft, CFA Vincent Miscia, CFA	Philip Boll, CFA Jessie Goodwin, CFA J. J. Schenkelberg, CFA Richard Witt, CFA
2019	Creighton UNL	Lee Dunham, CFA Richard DeFusco, CFA	Jake Bleicher, CFA Nicholas Nevole, CFA	Jason Ballow, CFA Shawn Bengtson, CFA David Craft, CFA Will Wasserburger, CFA	Philip Boll, CFA Johnathan Gibb, CFA Jessie Goodwin, CFA J. J. Schenkelberg, CFA
2018	Bellevue Creighton UNL UNO	Yen-Sheng Lee, CFA Lee Dunham, CFA Richard DeFusco, CFA Laura Beal, CFA	David Craft, CFA Richard Witt, CFA Philip Mead, CFA Damian Howard, CFA	Stacy Auman, CFA Michael Gatliff, CFA Ryan Johnson, CFA Nicholas Nevole, CFA	John Conley, CFA John Philo, CFA Paula Wieck, CFA Mark Wynegar, CFA
2017	Bellevue Creighton UNL	Yen-Sheng Lee, CFA Lee Dunham, CFA Richard DeFusco, CFA	Damian Howard, CFA David Craft, CFA	Laura Beal, CFA Shawn Bengtson, CFA Yavor Pamukov, CFA Steven Wruble, CFA	Daniel Frost, CFA J. J. Schenkelberg, CFA Paula Wieck, CFA Richard Witt, CFA
2016	Creighton UNL UNO	Lee Dunham, CFA Richard DeFusco, CFA Laura Beal, CFA	Mark Wynegar, CFA Philip Mead, CFA Damian Howard, CFA	Stacy Auman, CFA Ryan Johnson, CFA Nicholas Nevole, CFA Yavor Pamukov, CFA	John Conley, CFA Andrew Frahm, CFA Daniel Frost, CFA Richard Witt, CFA
2015	Bellevue Creighton UNL UNO		Michael Johnson, CFA Andy Jacobitz, CFA Philip Mead, CFA Damian Howard, CFA	Shawn Bengtson, CFA Ryan Johnson, CFA Steven Wruble, CFA	John Conley, CFA John Maginn, CFA Richard Witt, CFA Mark Wynegar, CFA

Research Challenge

CFA Institute Research Challenge

CFA Nebraska Hosts Local Research Challenge

2024 Winning Team: Creighton University

Thank You to All of Our Research Challenge Volunteers!

CFA Society Nebraska Local Competition Winners:

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CFA Society Nebraska
Local Competition Winners: