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.
About
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.
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
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.
Schedule of Events 2022 Competition
Friday, Nov. 5, 2021 | CFA 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 |
2022 | |
Wednesday, Jan. 19 | Deadline 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. 11 | First-Round Presentations – (virtual or in person TBA) |
Friday, Feb. 25 | CFANY Final Four Competition (virtual or in person TBA) |
Thursday/Friday, Apr. 4-6 | Regional Americas Semifinal |
Wednesday, May 17 | Regional Finals & Global Americas Final Competition, NYC |
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