CFA Institute Research Challenge

The CFA Institute Research Challenge is sponsored by CFA Institute and locally hosted by the CFA Society New York (CFANY). 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. CFANY originated the competition fifteen years ago (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 CFANY-sponsored seminars on Tools for Analysts, Presentation Skills, Report Writing, and Ethics. Seminar instructors are selected by CFANY.
  • Analysis of a Public Company: Teams research the same public company, selected by CFANY, including a question-and-answer session with company management.
  • Mentoring by a Financial Market Professional who advises and critiques the team’s report.
  • Assessment of Written Reports: A group of volunteer graders selected from CFANY’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” who have the strongest research to present their final report.
  • Final-Four Presentation to a High-Profile Wall Street Experts: The “final four” 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.

The winning team advances to the Americas Regional to compete against other North American teams in Boston, MA on March 19 & 20, 2018.

Congratulations to 2017 Regional Champion Seton Hall University!

Sponsored by


Past Winners

 2017

Seton Hall University
Team Advisor: Tony Loviscek
Team Mentor: David Dineen, CFA
Team Members: John Gallagher, Jonathan Glincman, Kathleen McCarthy, Mark Moskwa, and Anthony Pescetto

 2016

Binghamton University
Team Advisor: Dina Layish
Team Mentor: Daniel Barile, CFA, CAIA
Team Members: Eric Dohn, Liam Hayes, Brandon Hohenberg, Robert Pim, and Ronick Sanon

2015

Rutgers University
Team Advisor: John Longo, CFA
Team Mentor: Ed Maguire
Team Members: Matthew Fishbein, John George, Vikram Kesavabhotla, Susan Smith, and Greg Timko

2014

Fordham University
Team Advisor: Robert Fuest
Team Mentor: Michael Kiernan
Team Members: Frank Kong, Prapunsak (Ta) Wongpaitoon, Charmian Cooper, Neil Dhruve, and Matthew Henriksson

2013

Fordham University
Team Advisor: Robert Fuest
Team Mentor: Michael Kiernan
Team Members: Jonathan LaSala, Elaine Lou, Paul Kearney, and Ken Boswell

2012 Rutgers University
2011 Rutgers University
2010 Fordham University
2009 Yale University
2008 Rutgers University
2007 Seton Hall University
2006 Seton Hall University
2005 Fordham University
2004 New York University
2003 Pace University

Seton Hall University Captures CFA Research Challenge Regional Final at CFANY

A team of students from Seton Hall University has captured the New York Region CFA Institute Research Challenge crown. As the local society winner, Seton Hall will represent NYSSA at the Americas Regional competition in April, held at the Seattle, WA location.

NEW YORK, NEW YORK — A team of students from Seton Hall University has captured the New York Region CFA Institute Research Challenge crown. Event host New York Society of Security Analysts (NYSSA) (2016-’17 congratulates team members John Gallagher, Jonathan Glincman, Kathleen McCarthy, Mark Moskwa, Anthony Pescetto, mentor David Dineen, CFA, and faculty advisor Tony Loviscek. As the local society winner, Seton Hall will represent NYSSA at the Americas Regional competition in April, held at the Seattle, WA location.

NYSSA extends its gratitude and appreciation to this year’s sponsors, CFA Institute and Kaplan Schweser, for their tireless support of NYSSA’s initiative to reach out to the next generation of financial professionals. We also thank Factset for providing the competing students with the data necessary to do all required research. NYSSA appreciates the participation of this year’s subject company, Dominion Resources, and specifically Thomas E. Hamlin, CFA, Vice-President-Financial Planning & Investor Relations, for taking the time to make a company presentation to the students.

This year’s competition began in October 2016 with a field of 22 Universities and Colleges, all located within the Tri-State area, represented: Binghamton University, College of Staten Island, Fairfield University, Fordham University, Hofstra University, Iona College, Ithaca College, Marist College, Mercy College, Molloy College, New Jersey Institute of Technology, New York University, Pace University, Quinnipiac University, Rensselaer Polytechnic Institute, Rutgers University, Seton Hall University, St. John’s University, Stevens Institute of Technology, Stony Brook University, The College of New Jersey, and The University at Albany.

At the kick-off in October each school was assigned an industry mentor from a pool of NYSSA volunteers. While the students worked on their equity research, NYSSA provided them with educational seminars on best practices for writing an equity research report, how to use the internet for research, and how to make a presentation to a panel of judges. Special thanks to Madhavi Venkatesan, PhD, John Longo, CFA, and NYSSA Toastmasters for taking the lead in these seminars. Included in these seminars was a CFA Institute produced online course on ethical guidelines for finance professionals.

In January 2017, each team presented a written research report which was then graded by a group of NYSSA volunteers. On March 10th, the four teams with the highest combined score—Binghamton University, Fordham University, Marist College and Seton Hall University—which included an oral presentation and a written report, presented their equity research to a group of judges.

NYSSA appreciates all the NYSSA volunteers that mentored, graded and judged in this year’s competition: Allison Poliniak, CFA, Ana Lai, CFA, Andrea Urban, CFA, CAIA, Brian Toth, CFA, Carol McDermott, Charles Gregoro, CFA, Cindy Motz, CFA, Daniel Barile, CFA, CAIA, David Dineen, CFA, Dinesh Sundrani, CFA, Ed Maguire, Eric Fernandez, CFA, Geeta Kapadia, CFA, Gordon Faux, CFA, Greg Dienna, CFA, Henrik Jeppesen, CFA, CAIA, Isaac Tak, CFA, John Cusick, CFA, John Wong, CFA, Juan Bayuelo, Karl Mergenthaler, CFA, CAIA, Ken Lassner, CFA, Leo Schmidt, CFA, Leslie Lammers, CFA, Mark Bhasin, CFA, FRM, CAIA, CMT, Marya Savola, CFA, Matt Epstein, CFA, Mike Kiernan, CFA, Rafay Khalid, CFA, Rahul Pande, CFA, Rick Konrad, CFA, CFP, Rick Seto, CFA, Ruth Fialko, CFA, Salvator Tiano, CFA, Sandy LaBaugh, CFA, Stephen Mulholland, CFA, Suzana Zayed, CFA, Tim Parker, CFA, and Vishal Mishra.

NYSSA continues to look for volunteers to participate in this enriching and rewarding initiative, as part of the University Outreach Program. If you are interested in helping out, please contact Mario Carias at mcarias@cfany.org or at 646 871 3407.

2017-09-06T15:10:18+00:00