CFA Society New Zealand

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge hosted by the CFA Society New Zealand

The CFA Institute Research Challenge offers university 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 Institute Research Challenge

AUT.jpg2017 NZ Research Challenge winners from AUT University pictured above (in pink ties).  Also Jeff Stangl, President of CFA Society NZ (far left), judges (right to left) Matthew Henry, Michael Kenealy, Andrew Bolland.

The CFA Society of New Zealand congratulates AUT University for winning the New Zealand 2017 Research Challenge.

The AUT University team members were; Connor Smith-Traill, Jordan Sanford, Russ Wilcox, Santiago Escobar, Shaskank Bharadwaj. 

The following universities competed in the 2017 New Zealand competition:

AUT University

Lincoln University

Massey University

University of Auckland

University of Otago

Waikato University
Having won the local competition, the AUT team go on to compete against others in the Asia Pacific region. This event is 25-26 April, in Kuala Lumpur, Malaysia. 

If successful there, the final step is the The Global Final, 27 April, in Kuala Lumpur. 

Best of luck AUT - do NZ proud!


We'd like to thank and congratulate all the competitors and their mentors for the high standard.

Special thanks to KPMG who sponsored the event in New Zealand. Thanks also to the judges Matthew Henry, Michael Kenealy, Andrew Bolland, and Alvin Hu, who organised the event.  



Photos from the event

For more photos of the event visit FaceBook  

The 'all girl' team from Lincoln University (below)


The Otago University team in action (below)



 ‭(Hidden)‬ APAC Regional Research Challenge, Manila, Philippines

21 student teams from the APAC region competed in five semi-final pools.  Despite delivering an excellent performance, the AUT team did not make it through to the final round this year.  It was a close call and the quality of the student research was outstanding cross the Board.  Ateneo de Manila University emerged as the winner, keeping the APAC title in the Philippines for the second year in a row. 

 Volunteer Opportunities

Contact Zoe Wallis

 ‭(Hidden)‬ Schedule of Events

 ‭(Hidden)‬ Google Tracker

 ‭(Hidden)‬ Subject Company

Meridian Energy