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
2017/18University of Western Australia
Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery
Mentor: Ian Chu
Faculty Advisor: Professor Raymond da Silva Rosa

2016/17Curtin University
Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell
Mentor: Andrew Foster
Faculty Advisor: Dr Mostafa Hasan
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 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:

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

 Subject Company

Established in 1952, AHG is Australia's largest automotive group. In Western Australia, AHG has over 40 car and commercial truck dealerships. We are committed to always providing our customers with the widest range of Australia’s most popular cars and commercial vehicles, the most competitive and flexible car finance options and exceptional after sales service.

The CFA Society of Perth sincerely thanks AHG for their support of the CFA Research Challenge.

 ‭(Hidden)‬ Our Local Level Sponsors Are:


 2017-2018 Schedule of Events

Aug 17



2018 Kick Off Meeting: CFA Institute Research Challenge Perth Competition

ECU Mount Lawley


2 Bradford St

Mount Lawley

Sep 12

Company Briefing

AHG Offices
21 Aberdeen Place
West Perth
Sep 18


Analyst Briefing

Paul Buys, CFA

Location UWA (room tba)
Oct 16

Midnight (monday)

Written Report and Presentation Video Due

Dropbox location has been emailed to teams

Oct 24​​


Final: CFA Institute Research Challenge Perth Competition

Curtin University
Old Perth Boys School
139 St. Georges Terrace - see Map

 Perth Local Level Resources

 Follow the CFA Institute Research Challenge!