CFA Societies Texas

Schedule for 2019 - 2020

Late September 2019: 

• Universities/liaison's introduce concept to university participants 

October 2019:

• Registration will be open at CFA Institute's website.  The link to registration will be sent out to the University Teams.
• A university contact (the faculty member responsible for the team) submitted to John and/or Sharon
• Utilize resources available for University Teams on CFA Institute's website
  

November - December 2019:

• November 15 - Target Company Announcement
  
• December 2 - Official KICK-OFF
• December 2 - University teams of 3 - 5 selected
• December 2 - Selected teams should receive the research report template
• December 16 - University teams must be registered on CFA Institute's website
  
• Mentors assigned to teams; please let us know if you would like to have someone assigned 
  

January 2020:

• Teams submit questions for management of target company to Coordinators for CFA Institute Research Challenge - Southwest US
•  Mid January - Company management presents to students at a local university; this event is the only chance to interact with management.  You may attend in person or via the internet
• Two weeks before written reports are due - Any team member substitutes must register on CFA Institute's Challenge site.  

February 2019:

• February 3 - Final reports will need to be submitted to CFA Institute Research Challenge - Southwest U.S. Challenge for evaluation by graders by noon.
• February 12 - the ten (10) finalist teams will be announced by noon.
• February 22 - Final oral presentations occur at TIPS. TIPS will be held on Saturday, February 22 at Rice University.
  

April 2019:

• Regionals (North and South America) in New York City in April. 
• Global Finals also in New York City the day following the America's Regional competition.