CFA Institute Research Challenge
An educational initiative that promotes best practices in equity research among the next generation of analysts
More than 6,400+ students from over 1000+ universities, 119 CFA Local Level Challenges, and 150+ local hosts in 90 countries and territories with more than 3,000+ dedicated member volunteers will participate in the 2022-2023 CFA Institute Research Challenge
Click here for details on how the Research Challenge works.
CFA Society Chicago is proud to host the local level of the CFA Institute Research Challenge in Chicago.
Schedule of Events
The Research Challenge spans October 2022 through April 2023 and consists of the following components:
CFA Society Chicago Research Challenge Kick-Off Webinar – September 23, 2022 – Kickoff Presentation
Introduction to Company Analysis
Financial Analysis Review Grid
October 7, 2022 Steelcase Company Presentation
October 21,2022 Teams Finalized, Students & Faculty Advisors Register with CFA Institute
November 4, 2022 Valuation Expert Webinar – James Valentine, CFA – Professor Finance, Marquette University
December 9, 2022 Teams’ Follow Up Questions for Company Due to CFA Society Chicago
January 20, 2023 Teams’ Equity Research Reports Due to CFA Society Chicago by 5:00 p.m.
February 13, 2023 Advancing Teams Announced
March 3, 2023 In-Person Oral Competition
April 6-7, 2023 Virtual Sub-Regional Competition
April 13-14, 2023 Virtual Regional Semifinals
May 3, 2023 Regional /Global Finals (In-Person, Washington D.C.)
Feature Company: Steelcase
Steelcase is a manufacturer of integrated furniture settings for the workplace, user-centered technologies, and interior architectural products. The company designs furniture for office settings, including adjustable desks / benches / tables, storage products, ergonomic chairs, collaborative seating systems and cubical structures, and various accessories and related services. Steelcase was founded in 1912 in Grand Rapids, Michigan, and became a publicly traded company in 1998. It has nearly 12,000 employees and generated $2.8B in revenue in its most recent fiscal year.
Participating Universities
Augustana College
Illinois Institute of Technology
Lake Forest College
Millikin University
Northern Illinois University
Northwestern University
Olivet Nazarene University
Trinity Christian College
University of Illinois Chicago
University of Illinois Springfield
University of Illinois Urbana Champaign
QUESTIONS?
Contact us at info@cfachicago.org
2022 – 2023 CFA Society Chicago Presentations
2022 – 2023 Chicago Local Competition Finalists
University of Illinois Urbana-Champaign
Finals Presentation – Team One
March 3, 2023
Illinois Institute of Technology
Finals Presentation
March 3, 2023
University of Illinois Urbana-Champaign
Finals Presentation – Team Two
March 3, 2023
Augustana College
Finals Presentation – Team One
March 3, 2023
Lake Forest College
Finals Presentation
March 3, 2023
Northern Illinois University
Finals Presentation
March 3, 2023
Augustana College
Finals Presentation – Team Two
March 3, 2023
Steelcase Investor Presentation
October 7, 2022
Research Challenge – Industry Experts
James Valentine, CFA – Professor Finance
Marquette University
2021 – 2022 CFA Society Chicago Presentations

Northern Illinois University
2021-2022
Research Challenge – Industry Experts
Louie DiPalma, CFA
William Blair
2020 – 2021 CFA Society Chicago Presentations
