CFA Institute Research ChallengeĀ®

2014 New York Local Final Winner

Fordham University

From l to r: Team Advisor Robert Fuest; Team Members Frank Kong, Prapunsak (Ta) Wongpaitoon, Charmian Cooper, Neil Dhruve, and Matthew Henriksson

2014 Final Four

Fordham University
New Jersey Institute of Technology
Rutgers University
Seton Hall University

The CFA Institute Research Challenge® is sponsored by CFA Institute and locally hosted by the New York Society of Security Analysts. 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. NYSSA originated the competition twelve years ago (as the “Investment Research Challenge”) as a means to promote best practices in research among the next generation of analysts.

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

  • Training in Research and Report Writing: Students receive training by attending NYSSA-sponsored seminars on Insider Tools for Analysts, Presentation Skills, Report Writing, and Ethics. Seminar instructors are selected by NYSSA.
  • Analysis of a Public Company: Teams research the same public company, selected by NYSSA, including a question-and-answer session with company management.
  • Mentoring By a Professional Research Analyst: Each team is mentored by a professional research analyst, who reviews and critiques the team's report.
  • Assessment of Written Reports: A group of volunteer graders selected from NYSSA’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.

Sponsored by

2014 Participating Universities

  1. Baruch College, City University of New York
  2. Binghamton University
  3. Brooklyn College
  4. The College of New Jersey
  5. Fairfield University
  6. Fordham University
  7. Hofstra University
  8. Iona College
  9. Montclair State University
  10. New Jersey Institute of Technology
  11. Pace University
  12. Ramapo College of New Jersey
  13. Rutgers University
  14. Saint John’s University
  15. Saint Peter’s University
  16. Seton Hall University
  17. University at Albany
  18. William Paterson University
For more information on the NYC-area competition of the CFA Institute Research Challenge, please contact Derly Zapata at


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