CFA Institute Research ChallengeĀ®

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.

2015 NY Local Final Winner

Rutgers University



From l to r: Greg Timko, Susan Smith, an alumnus of Rutgers, John George, Vikram Kesavabhotla, and Matthew Fishbein

2015 Final Four

Fordham University



From l to r: Team Mentor Charles Stryker, Team Members Brendon Integlia, Michael Feres, Lushan Li, Alton Tang, Christopher Nealand & Team Advisor Robert Fuest 

New Jersey Institute of Technology



From l to r: Waydon Destin, Kavitha Somasundaram, Nicholas Gradkowski, Alexander Leventhal & Hari Ravichandran

Rutgers University



From l to r: Vikram Kesavabhotla, Matthew Fishbein, John George, Greg Timko & Susan Smith

Seton Hall University



From l to r: Matthew Sadowski, Alison Kruse, Mark McCoy, Antonio Casale & Team Advisor Tony Loviscek

2015 Participating Universities

  1. Binghamton University
  2. College of Staten Island, CUNY
  3. CUNY Brooklyn College
  4. CUNY Queens College
  5. Fairfield University
  6. Fordham University
  7. Hofstra University
  8. Hunter College
  9. Iona College
  10. Mercy College
  11. Molloy College
  12. Montclair State University
  13. New Jersey Institute of Technology
  14. Pace University
  15. Quinnipiac University
  16. Rutgers University
  17. Seton Hall University
  18. St. John's University
  19. The College of New Jersey
  20. University at Albany, SUNY

Past Winners

2014

Fordham University
Team Advisor: Robert Fuest 
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 

View Past Winners

The deadline to participate in the 2014-2015 competition has passed. If interested in participating next year, undergraduate and graduate students are encouraged to email Derly Zapata at dzapata@nyssa.org and provide the name and email address of the faculty advisor interested in joining the competition next year.

 

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