The CFA Institute Global Investment Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Participation in the challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts.
The CFA Societies of Milwaukee and Madison have announced the schedule for the local CFA Investment Research Challenge. The GIRC kickoff meeting and networking event will be Thursday, October 21st. They have announced that 10 local universities are going to participate in this year's Challenge. At the kickoff meeting they will disclose the subject company for the challenge and the CEO of the subject company will address the audience. Most of the Industry Mentors will be attending the program so CFA teams will have the opportunity to meet their CFA mentor.
Thursday, October 21st
5:00 - 5:30 pm - Registration
5:30 pm - Subject Company Announcement and Presentation by CEO along with introduction of the Universities.
6:30 - 7:30 pm - Networking
Location: Harley-Davidson Museum (At the crossroads of 6th and Canal Streets, Milwaukee, WI), free parking is available
• Marquette University
• Milwaukee School of Engineering
• Carroll University
• UW-La Crosse
• UW-Eau Claire
The Subject Company Presentation will be held on Thursday, November 11th at 1:00 pm. Additional details will be provided at a later date.
Questions can be directed to:
E. Erik Gauger, CFP, CRPS, AIF, QKA 414-376-5151 (Direct) or 866-949-4015 (Toll Free) Erik.firstname.lastname@example.org CFA Society of Milwaukee
Jeremy Whitish, CFA 608-231-7864 email@example.com CFA Society of Madison