Event Detail

CFA Institute Research Challenge: Chicago Competition (Ended)

Hosted by: Membership Engagement Advisory Group

Date, Time, and Location:
Friday, March 01, 2019 (add this event to your Outlook Calendar)
9:30 am - 4:00 pm
Morningstar, 22 W Washington Street, Chicago, IL  60602   (Driving Directions)

Program Description:
Cheer on teams of students from area universities as they compete in the local level of the CFA Institute Research Challenge hosted by CFA Society Chicago! The competition kicked off November 2nd with the feature company, Baxter, making a company presentation at Northern Trust. Listen to the teams present their research on Baxter to a panel of judges who are CFA charterholders and experts in equity research. Teams developed a written report of fundamental company analysis based on a sell-side or an independent research analyst perspective of  Baxter.

The first, second and third place teams will receive various prizes sponsored by CFA Society Chicago. The local level winning team will continue on to the America’s Regional competition in New York on April 23 and 24, 2019. Regional champions will then vie for the global title in new York on April 25, 2019.

To learn more about the Reasearch Challenge competition and for the full schedule please visit CFA Institute's Website.

FREE - Registration Required (Please note that students in the competition should not register online)

Attire: Business Casual

Registration: Register Online


9:30 am - 9:45 am: Registration

9:45 am - 9:50 am: Welcome and Overview (Morning Session)

10:00 am - 12:10 pm: Session 1 Team Presentations

12:15 pm - 12:45 pm: Lunch

12:45 pm - 12:55 pm: Welcome and Overview (Afternoon Session)

1:00 pm - 3:10 pm: Session 2 Team Presentations

3:15 pm - 3:45 pm: Break

3:45 pm - 4:00 pm: Announcement of Winner

Hosted by: Membership Engagement Advisory Group

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, February 22. If you fail to cancel before the deadline and/or fail to attend the event you will be charged a $10 fee.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.