CFA Society Phoenix

A Member of the CFA Institute Global Network of Societies

 CFA Desert Classic Research Challenge

CFA Desert Classic Research Challenge

Target Company: Western Alliance Bancorporation

Participating CFA Societies:

  • Phoenix (Host City)
  • Tucson
  • Nevada
  • New Mexico

Participating Universities:

  • Arizona State University
  • University of Arizona
  • University of Nevada, Las Vegas
  • Northern Arizona University
  • University of New Mexico

 

Schedule for 2016 – 2017

September 2016

  • September 30th, 2016: Official Kickoff Meeting with students and faculty
    • ​Universities/ faculty liaisons introduce concept, form student teams

October 2016

  • October 14th, 2016 10AM-12PM: Subject company meeting at Western Alliance Bancorporation.
  • October 17th, 2016: Student Registration on CFA Institute Research Challenge Website.
  • Videos found on the webcast tab of this website:
    • Research Challenge Educational Resources and past presentations
    • How to Write a Research Report - A Buy Side Perspective
    • How to Write a Research Report - A Sell Side Perspective

January 2017

  • January, 6th, 2017: University teams of 3 - 5 must be finalized and registered.  No changes to the team composition are allowed past this date
  • January 20th, 2017 11:59 MST:  Deadline for submission of written research reports.  Reports must be e-mailed to Tyler Schlumpf, CFA and Mike Schoppet, CFA (tschlumpf@carsoninstitutional.com and mschoppet@windowrock.com)  before this deadline.

  February 2017 

  • Graded papers are returned back to the student teams
  • February 16th, 2017: Oral presentation to panel of judges.  This is the local CFA Institute Research Challenge final.

  April 2017

  • Americas Regional Competition: April 6th and 7th, 2017 in Seattle, Washington
  • Global finals: April 28th, 2017 in Prague, Czech Republic.