CFA Institute Research Challenge

Wednesday, June 1, 2016

SAF team of students in posing in office

L-R: Award winners Rudder Zhang, Daniel Zhang, Kam Dhaliwal, Brent Small, and Adnan Khan

By: Vanja Perić, CFA, an investment professional in Toronto.
Note: Reposted by permission from CFA Society Toronto

Congratulations to University of Waterloo for its second consecutive win.
Student team members Rudder Zhang, Adnan Khan, Kam Dhaliwal, Brent
Small, and Daniel Zhang each received C$1,000 and an all-expenses-paid
trip to compete in the Americas Regional Finals in Chicago in April.

“CFA Society Toronto is pleased to congratulate the University of Waterloo on winning the Local level of the 2016 CFA Institute Research Challenge. This is the fourth time the University of Waterloo has won the local level, and we are excited to see them represent Toronto on a global scale in the Americas Regional Finals taking place in Chicago,” said Sue Lemon, CFA, CEO of CFA Society Toronto.

The CFA Institute Research Challenge is an annual global competition that
provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company, and each team writes a research report on its assigned company with a buy, sell, or hold recommendation.

Teams that progress to local, regional, and global finals must present and defend their analysis to a panel of industry professionals. Students learn from experienced industry experts and peers from the world’s top business schools.

“We are very excited to represent the University of Waterloo, CFA Society Toronto, and CFA Society Ottawa in this year’s Americas Regional Finals,” said Rudder Zhang, University of Waterloo’s team captain.

“We are extremely grateful for the support and mentorship provided by our advisors and look forward to preparing for the next stage of the competition.”

Each member of the winning team were awarded $1,000 CAD and an all expenses paid trip to Chicago, Illinois to compete in the Americas Regional Finals.