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CFA Institute Research Challenge 2019-20: MENTORS NEEDED!

CFA Institute Research Challenge 2019-20: MENTORS NEEDED!

Being the Local Host of the CFA Institute Research Challenge (the Challenge), HKSFA 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 three levels: Local, Regional, and Global. Winners at the Local level advance to compete against Teams within their geographic region at the 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 accompany the team to do the company visit (approx. 2 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.   
Timeline of the local final in Hong Kong:
Mid Aug 2019                                        Invitation to Hong Kong universities
29 Oct 2019                                           Opening Ceremony
Mid Nov 2019                                         Subject Listed Company Presentation
Nov 2019 - Jan 2020                              Students to work on the investment research reports
Early Jan 2020                                       Students to submit research reports for grading
End Feb 2020 (TBC)                                Report Presentation and Award Ceremony
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 HKSFA at on or before Monday, 16th September, more details about the event will be provided. If you want to have more details about the competition, please click here.