Hofstra University Crowned Champion of CFA Institute Research Challenge’s New York Region

Hofstra University reigns supreme among final four field that included Binghamton University, Rutgers University New Brunswick and Seton Hall University

A team of students from Hofstra University has captured the local regional crown at the CFA Institute Research Challenge. CFA Society New York congratulates the team, made up of Daniel Cohen, Jillian Sarro, Guru Sidaarth, Matthew Templeton, mentor Rafay Khalid, CFA, and faculty advisor Andrew Spieler, CFA. As the local society winner, Hofstra will represent CFA Society New York at the Sub-Regional competition this month.

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The CFA Institute Research Challenge is sponsored by CFA Institute and locally hosted by the CFA Society New York (CFA NY). The CFA Institute Research Challenge is an educational initiative in which leading industry professionals teach business and finance students how to research and report on a publicly-traded company. CFA NY originated the competition in 2002 (as the “Investment Research Challenge”) as a means to promote best practices in research among the next generation of analysts.

The Research Challenge spans one academic year, and consists of the following components:

  • Training in Research and Report Writing: Students receive training by attending CFA NY-sponsored seminars on Tools for Analysts, Presentation Skills, Report Writing, and Ethics. Seminar instructors are selected by CFA NY.
  • Analysis of a Public Company: Teams research the same public company, selected by CFA NY, which includes a question-and-answer session with company management.
  • Mentoring by a Financial Market Professional: Hands on mentor who advises and critiques the team’s report.
  • Assessment of Written Reports: A group of volunteer graders selected from CFA NY’s membership assess the written research reports.
  • First-Round Presentation to High-Profile Wall Street Experts: All teams present their research to Wall Street experts. The experts choose the final four to five teams with the strongest research to present their final reports.
  • Final Presentation to High-Profile Wall Street Experts: The finalists present their research to a panel of respected Wall Street experts. The winning team is selected based on the combined scores for the written report and the presentation.
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Past University Participants

Baruch College, CUNY
Binghamton University
College of Staten Island, CUNY
Columbia University
Fairfield College
Fairleigh Dickinson
Fordham University
Hofstra University
Iona College
Ithaca College
Long Island University
Manhattan College
Marist College
Medgar Evers College, CUNY
Molloy College
New Jersey Institute of Technology
New York University
Nyack College
Pace University
Quinnipiac University
Ramapo College
Rensselaer Polytechnic Institute
Rutgers University
Saint Peter’s University
Seton Hall University
St. John’s University
Stevens Institute
Stony Brook University
The College of New Jersey
The King’s College

University at Albany, SUNY
Vassar College

Wagner College


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Past Event Gallery
2019 Company Presentations

Company Presentation

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Heloise Ham Scholarship Fund Application

CFA Society New York is pleased to announce that students who participate in the CFA Research Challenge in the Greater New York region, may apply to receive scholarship funds from the Heloise Ham fund via the Graham Center. A limited number of scholarships will be awarded. To apply, and for more information about the fund and how to qualify, click the button below.

Scholarship Application
Submit Application
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2019 Winners
2020 Winners
2021 Winners

Schedule of Events 2022 Competition

Friday, Nov. 5, 2021CFA Institute Research Competition locally hosted by CFA Society New York: Kicks-Off
Friday, Nov. 19, 2021 (TBC)Subject Company Presentation at CFA Society New York
Wednesday, Jan. 19Deadline of 12:00 p.m. to submit Final Research Report as a PDF to Dominique Durrant & Corry McKee
Friday, Jan. 21 (TBC)Toastmasters: “How to Make a Killer Presentation” 
Friday, Feb. 11First-Round Presentations – (virtual or in person TBA)
Friday, Feb. 25CFANY Final Four Competition  (virtual or in person TBA)
Thursday/Friday, Apr. 4-6Regional Americas Semifinal
Wednesday, May 17Regional Finals & Global Americas Final Competition, NYC

Volunteer Opportunities

CFA Society New York has 23 teams participating in this year’s CFA Institute Research Challenge. We are looking for industry mentors, graders, and judges to work with these teams! This is an excellent opportunity to provide guidance, direction, suggestions, and feedback to student teams participating in the challenge – and a great way to gain mentorship experience!

Go to Volunteer Form

Industry Mentor

The Industry Mentor plays a crucial role in the CFA Institute Research Challenge by serving as an industry expert to one of the competing teams, providing a “real-world” industry perspective.  An integral part of the competition process, this is a good volunteering option for those that would like to have more interaction with students.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Mentors


The CFA Institute Research Challenge could not function without the invaluable time and important function of the volunteer judges. The Judges preside over the first-round presentations of the competition hosted at CFA Society New York, carefully critiquing and ultimately judging the student presentations. During the first-round, teams give 10-minute presentations followed by 10 minutes of Q&A.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Judges


A key component of the CFA Research Challenge, Graders review and evaluate the equity reach reports of the team competitors.  While the grading can be time consuming, it can be done at your convenience remotely over a two week period.  A great volunteer opportunity for those that would like to get involved but are not available during business hours.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Graders


If you are interested in being a mentor, grader, or judge for the Research Challenge, use the “Go to Volunteer Form” button above, and/or please contact both:

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