Research Challenge

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2023 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

CFA Society Nebraska hosted a local Research Challenge in the 2022-2023 academic year.  

Timeline:
Local Competition Date: December 2, 2022
Written Reports Due: November 18, 2022

Subject Company: Werner Enterprises (WERN)

2023 Winning Team - Creighton University

2023 Team Photo

CFA Society Nebraska would like to extend its congratulations to the student Research Challenge team from Creighton University for its outstanding performance in the 2023 Research Challenge competition.  The student team from Creighton University was selected as the winner of the Local Research Challenge event in December, and then went on to advance through two additional stages of the competition to reach the Americas Regional Final, thereby ranking the team as one of the final six teams in North America.  Please join us in congratulating the Creighton team! Pictured in the photo above (l to r) are: Lee Dunham, Faculty Advisor, and student team members Casey Koenig, and Drew Nielsen, Maggie Conlan, and Evan Hughes. 

 

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: 

2023 Creighton University

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 

Year

School

Faculty Advisors

Mentors

Graders

Judges
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