CFA Society Perth

A Member of the CFA Institute Global Network of Societies

 CFA Institute Research Challenge hosted by CFA Society of Perth

About the CFA Institute Research Challenge

The CFA Institute Research Challenge offers 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 Society of Perth is proud to host the local level of the CFA Institute Research Challenge.

Watch a student experience video from the three 2015 Global Finalists or the 2016 Wrap Up Video.

 Honour Roll

Year Winning Team
​2015/16​Curtin University
Team: James O'Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman
Mentor: Andrew Foster
Faculty Advisor: Dr Lee Smales
​2014/15 ​The University of Western Australia
Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood
Mentor: Robert Huth, CFA
Faculty Advisor: Professor Raymond da Silva Rosa

 ‭(Hidden)‬ 2015/2016 Local Final

The CFA Society of Perth is pleased to announce that the winner of the Perth local final was the Curtin University team of James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman.

Mentor: Andrew Foster







Also competing in the finals were:

Edith Cowan University Team of Navdeep Kaur, Jenny Rajwani, Adam Levitt, Precious Mukosera and Ruwani Weerasinghe

University of Western Australia Team of Cameron Yuen, Ben Robinson, Jonathon Israel, Stephen Kikiros and Sahil Malhotra

University of Western Australia Team of William Brown, Dmitry Anshales, Nicholas Watkins and James Watkins

 Actions if you are a participant

Please register if you are a student participating in the challenge:

http://www.cfainstitute.org/community/challenge/involved/Pages/student_welcome.aspx

Please register here if you are a volunteer participating in the challenge:

http://www.cfainstitute.org/community/challenge/involved/Pages/volunteer_welcome.aspx

 Subject Company

 

Austal commenced operations in Henderson, Western Australia in 1988 with a vision to build high quality commercial vessels for the international market.

Today, Austal is the Australian shipbuilder, global defence prime contractor and acknowledged world leader in the design and construction of customised defence and commercial vessels.

Austal Australia is the global headquarters for the design, construction, and through-life support of defence vessels outside of USA.

The CFA Society of Perth sincerely thanks Austal for it's support of the CFA Research Challenge.

 Our Local Level Sponsors Are:

  


 2016-2017 Schedule of Events

Aug 24   



 





2017 Kick Off Meeting: CFA Institute Research Challenge Perth Competition

BHP Billiton

Room 4.07, 125 St Georges Tce (Brookfield Place)

5:30 p.m. to 7:00 p.m. 

Please arrive at 5:15 p.m. for a 5:30 p.m. start.

Meet at Level 1 BHP Reception.

Sep 15
Valuation Masterclass

BHP Billiton

Room 4.07, 125 St Georges Tce (Brookfield Place)

5:30 p.m. to 7:00 p.m. 

Please arrive at 5:15 p.m. for a 5:30 p.m. start.

Meet at Level 1 BHP Reception.

Sep 27

Austal Company Briefing

Austal Henderson Shipyard:

100 Clarence Beach Rd, Henderson

Briefing commences 2pm, followed by site tour.

Please ensure you arrive 15 minutes early.

Dress standards apply: long sleeves/pants and enclosed flat shoes.

Oct 24

Written Report Due

Email pdf of report to Ryan Hair, or  info@perth.cfasociety.org by 24th October 9pm (AWST)

Oct 31

Final: CFA Institute Research Challenge Perth Competition

5:30 p.m. to 8:30 p.m.

Deloitte Perth

Level 9

Brookfield Place, Tower 2 123 St Georges Terrace


 Perth Local Level Resources

 Follow the CFA Institute Research Challenge!