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 analyse a publicly traded company.  Teams write a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.

The New Zealand competition of the 2019 Research Challenge

This event was held on 11 October 2019, at KPMG Auckland.

The winning team was University of Canterbury who will go on to compete at the Asia Pacific Regional competition 18-19 March 2020, in Seoul.  In second place was University of Otago, and Auckland University of Technology was third.

All eight New Zealand universities competed.  The other universities were; Lincoln University, Massey University, University of Waikato, University of Auckland, Victoria University of Wellington.

Photos from the event are on Facebook

Above: The winning University of Canterbury team, pictured above (left to right);  Nic Adams, Caitlin Hendren, Nic Steyn, Jonathan Manickam, Jack Skerman. Special thanks to the team’s industry mentor Nick Webb, also Chris Wakefield.

Above:  The Massey University team presenting to the judges

Above: The 2019 participants and their supporters

Acknowledgments

CFA Society New Zealand would like to extend our sincere thanks to the following people and organisations for their part in making the local Research Challenge a success:

  • The teams and their mentors
  • The judges: Andrew Bolland, CFA, Generate Kiwisaver; Chelsea Leadbetter, CFA, Forsyth Barr; Angus Simpson, CFA, ANZ
  • The organisation being analysed, this is Z Energy for the 2019 competition
  • Kaplan Schweser for sponsorship
  • KPMG for hosting the event
  • James Boyle, CFA, Meridian Energy, for his organisation and expertise project managing the competition

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