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Czech CFA Society's Investment Research Challenge 2009/2010
In order to promote best practices in equity research and company analysis, students are getting a chance to research, analyze, and report on a listed company as if they were practising analysts.
IRC Presentations
IRC Photo Library
FINAL UPDATE: The winning team was officially announced at the Forecasting Dinner 2010 in the Czech National Bank on 18th Februrary 2010.
For more details see the IRC presentation. For pictures from the event see the IRC Photo Library.
J.M.P. team
Martin Beneš Miroslav Haško
Peter Černák Jan Vyhlídka
Jakub Maštalíř
All members of the winning team received a complimentary VIP tickets to the Forecasting Dinner and scholarships for the CFA exam level I for the upcoming scholar year 2010/2011 at the value of $ 1,110 each.
Unique opportunity for students
The challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together for a real world competition. An existing European listed company provides presentation and their investment department are available for the ‘analysts calls’.
Top Czech investment professionals involved
Czech CFA society’s members being top Czech investment professionals are grading the research studies and evaluating the finalists’ presentations. Further, each team of 3-5 students is assigned a mentor, coming either from academia or practice.
Not just an exercise
Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
Timetable
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Phase |
from |
till |
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Presentation for students |
1/10 |
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Registration |
5/10 |
16/10 |
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Teams selected by the organising committee |
18/10 |
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Teams orientation |
22/10 |
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Teams meet with mentors, and prepare and submit questions for the company presentation |
22/10 |
30/10 |
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Company presentation |
4/11 - 17.00 |
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Initial analyses |
4/11 |
22/11 |
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Q&A session/analyst calls, 2nd meeting with mentors |
w/c 16/11 |
w/c 23/11 |
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Draft reports submission to mentors, optional 3rd meeting with mentors |
6/12 |
12/12 |
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Final reports submission |
20/12 |
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Grading, 3 finalists announced |
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till 31/1 |
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Finalists to present and winner selected |
15/2 |
16/2 |
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Forecasting Dinner 2010 - the winning team officially announced! |
18/2 |
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Documents available for download:
Code of Ethics and Standards of Professional Conduct
Presentation
Rules
Research Report Template
Valuation Criteria I and II
The Czech CFA Society (www.czechcfa.cz) is a local member society of the CFA Institute and gathers local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. |
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