CFA Societies Texas

 CFA Institute Research Challenge of the Southwest U.S.

Schedule for 2020 - 20212008 IRC-Texas Winners and Regional finalists: The University of Houston pictured with Men's Wearhouse CFO Neill Davis.

Late September 2020: 

  • Universities/liaison's introduce concept to university participants 

October 2020:

  • 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 2020:

  • Early November  - Target Company announced - CARRIAGE SERVICES (CSV)
  • December 4 - Official KICK-OFF
  • December 4 - University teams of 3 - 5 selected
  • December 18 - Selected teams should receive the research report template
  • December 18 - 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 2021:

  • Teams submit questions for management of target company to Coordinators for CFA Institute Research Challenge - Southwest US
  •  Mid January  - Company management presents to students VIRTUALLY; this event is the only chance to interact with management.
  • Two weeks before written reports are due - Any team member substitutes must register on CFA Institute's Challenge site.  

February 2021:

  • February 7 - Final reports will need to be submitted to CFA Institute Research Challenge - Southwest U.S. Challenge for evaluation by graders by 5pm.
  • February 16 - the eight (8) finalist teams will be announced by noon.
  • February 27 - Final oral presentations will be held Virtually on Saturday, February 27.

March - April 2021:

  • Sub Regionals (South Central U.S.). 
  • Regionals (North and South America)
  • Global Finals following the America's Regional competition.