Latest News

CFA Institute Research Challenge – Local Final & CFA Charter Award Ceremony

By Gloriya Nikolova posted 25 Feb, 2025 09:00 AM

  

CFA Society Bulgaria Hosts Prestigious Research Challenge Final & CFA Charter Award Ceremony

CFA Society Bulgaria is pleased to invite members, candidates, and esteemed professionals to an exclusive evening celebrating financial excellence, academic achievement, and professional recognition.

On 27 February 2025, at the Grand Hotel Sofia, Triaditsa 2 Hall, we will host two distinguished events:

  • The Final of the CFA Institute Research Challenge 2024-2025 – a premier competition showcasing the talents of Bulgaria’s top university teams in equity research.
  • The CFA Charter Award Ceremony – a moment of recognition for our newest CFA Charterholders, celebrating their dedication to the highest standards of the investment profession.

Spotlight on the Research Challenge Finalists

The CFA Institute Research Challenge is an esteemed global competition where university teams conduct rigorous equity research on a publicly traded company. This year, participants have analyzed Shelly Group AD, listed on both the Bulgarian Stock Exchange and Frankfurt Stock Exchange. The finalists, representing Bulgaria’s leading business schools, will present their findings to a distinguished panel of CFA Charterholders and investment professionals.

Competing Teams:
🏛 AUBG – Team Capital Explorers
🏛 AUBG – Team Dividend Detectives
🏛 UNWE – Team Equity Explorers

Their insights will be evaluated by a panel of esteemed judges:
Daniel Donchev, CFA – CEO, Expat Asset Management
Tatyana Puncheva, CFA – Board Member & Head of Institutional Clients, ELANA
Tsvetoslav Angelov, CFA – Director of Supervisory Policy, Bulgarian National Bank

Honoring the New CFA Charterholders

Earning the CFA Charter is a testament to the highest levels of commitment, expertise, and integrity in the finance profession. During the CFA Charter Award Ceremony, we will formally recognize and celebrate the achievements of those who have attained this globally respected designation.

Event Schedule

📅 Date: 27 February 2025
📍 Location: Grand Hotel Sofia, Triaditsa 2 Hall
Start Time: 15:30

🔹 15:30 – 16:00 | Opening Remarks
🔹 16:00 – 17:00 | Research Challenge – Final Presentations
🔹 17:00 – 17:30 | Break & Evaluation
🔹 17:30 – 18:30 | Award Ceremony – Research Challenge Winner & CFA Charterholders
🔹 18:30 – 20:00 | Networking Cocktail

Acknowledgments

We extend our gratitude to DSK Rodina, www.dskrodina.bg and Impetus Capital for their generous support of this initiative, as well as to our dedicated CFA volunteers whose contributions make this event possible