School of Accounting & Finance students capture world championship at the CFA Investment Research Challenge

Friday, April 15, 2016

Congratulations to Brent Small (AFM), Adnan Khan (AFM), Daniel Zhang (Biotech/CPA), Kamaljot Dhaliwal (CFM) and Rudder Zhang (BMath) on their win at the Global CFA Institute Research Challenge.

Students celebrating win and accepting cheque

Impressing industry judges, the School of Accounting & Finance (SAF) student team captured the 2016 world championship. This victory marks the first Canadian team to win this prestigious international title.

Over 865 university teams from 70 countries competed with 99 teams advancing to the Regionals and 4 advancing to the Global Finals. The SAF student team beat out the University of Georgia, the Ateneo de Manila University, and Politecnico di Milano to take home the championship and a $10,000 prize.

The competition, which spans one academic year, required student teams to analyze a publicly traded company, submit a written report and present their buy, sell, or hold recommendation of the company’s stock.

Craig Geoffrey, CFA, an SAF finance lecturer and the team’s faculty mentor, knows this is a lifelong lesson for SAF students, “From a teaching perspective it is inspiring to see students pour such passion into their work. The lessons learned from the experience, regardless of the outcome, will set them apart on their career paths.”

Team selfie

Read more about the team's path to Regionals.