CFA Society Pittsburgh

A Member of the CFA Institute Global Network of Societies


 CFA Institute Reasearch Challenge in Pittsburgh

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 Pittsburgh is proud to host the 10th Annual local level of the CFA Institute Research Challenge.

 Participating Universities



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 Subject Company

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 Schedule of Events


​Kick-Off Meeting​


Follow up Q&A

via email

​1st Draft Due to Mentor
2/7/2020​​Final Report due
​Interim​Report Grading

​Local Final

Rivers Club

​Regional Final

New York


​Global Final​

New York


 Volunteer Opportunities

  • Industry Mentor: hands on work with university student
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations

Contact Eric Fencil, CFA​ to get involved.


Contact Caryn Loehr

Follow the CFA Institute Research Challenge!