CFA Investment Research Challenge - info session Mon 10/2 11:00-noon in S480 (ExecEd classroom)

by Finance Club

Career Workshop

Mon, Oct 2, 2017

11 AM – 12 PM PDT (GMT-7)

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S480 at Haas (ExecEd classroom)

2220 Piedmont Avenue, S430, Berkeley, CA 94720, United States

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Please consider joining an info session to learn more about the CFA Investment Research Challenge, which is a worldwide competition between teams of students representing different universities, organized by local CFO Institute volunteers. A Berkeley-based CFA member will be leading the info session.

Through the CFA Research Challenge, you will work with a real Investor Relations team to conduct company-specific research, to build and defend an investment thesis. Your team will produce a comprehensive written report, and summarize findings in a 10-minute presentation to a panel of portfolio managers in a board room setting -- mirroring the experience of being an equity analyst.

You'll gain exposure to leading investment industry professionals, and the opportunity to progress to further levels of the competition, to network with CFAs and other students, and potentially to win prizes and media exposure.

Calendar:
11/8/17 - Kick-off meeting and FactSet Presentation in SF
12/18/17 - Team signup deadline
1/11/18 - Discussions with company's IR reps
1/30/18 - Written reports due

Where

S480 at Haas (ExecEd classroom)

2220 Piedmont Avenue, S430, Berkeley, CA 94720, United States