Being the Local Host of the CFA Institute Research Challenge (the Challenge), CFA Society Hong Kong would like to seek our members’ interests to serve as the industry mentors. 

The Challenge is an annual initiative designed to promote best practices in equity research among the next generation of analysts.  This is a competition between university-sponsored Teams that research a designated publicly traded company, prepare a Written Report on that selected company and then present their findings to a panel of Judges. There are four levels: Local, Sub-Regional, Regional and Global. Winners at the Local level advance to compete against Teams within their geographic region at the Sub Regional and Regional level. Winning Teams at the Regional level advance to compete at the Global level.  One Team is designated the ultimate winning Team at the Global level.  All participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct. 

Each team consisting of 4-5 students (may consist of undergraduate and graduate students) will be assigned an industry mentor who mentors the team during the research process, reviews and critiques the team's company analysis report.  We are now looking for volunteers who are:  

- preferably sell-side analysts with 10 years of working experience (preferably CFA charterholders)
- with the enthusiasm to teach best practices and promote ethical decision making to the next generation of financial professionals
- willing to attend the subject company presentation with the team (approx. 2-2.5 hours)
- willing to contributing 6 hours (not including the company visit /presentation) to provide guidance to the team to do their investment        research report.  The 6 hours would include emails and phone calls.
- Volunteer industry mentors will be entitled to obtain 6-10 CPT credit hours (recognized by The Securities and Futures Commission) at    the end of the event.   

The success of the annual Research Challenge depends on our volunteers to contribute their time and expertise.  We may have 9-11 teams from different universities in Hong Kong participating in the Challenge, thus we are looking for 9-11 industry mentors.

If you are interested in being one of volunteer industry mentors, please contact CFA Society Hong Kong at info@cfahk.org on or before Monday, 21 September, more details about the event will be provided. 

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