CFA Investment Research Challenge guidelines
June
- Registration
Summer
- Send budget to CFAI
- Set calendar for the challenge
- Update all necessary information
o Rules changes
o Team committment
o Contactinformation and contacts at the universities
- Start talking to universities and mentors
o We have a masterlist and it is easier to use faculty as far possible as allows for greater consistency from year-to-year.
o Former participants are always a good resource
o We need minimum five teams submitting a written report so we would like 6-7 participating
- Ensure FactSet is onboard for sponsoring with platform access and local final dinner
September
- Secure subject company with help of board and members. Fredrik Ahlin and Mark Shay are good resources. We should also use Karin von Matern (IR at Atlas Copco)
October
- Early in the month, registration deadline.
o Assign a color to each team to allow for objectivity
o Email rules and important dates to team leaders and/or university representatives. If faculty are involved, include them on the email.
o Send a list of students (with emails that are not hotmail, gmail etc) so that they set-up workstation access to all students
- Mid-month: kick off
o If we want to have it in Stockholm we can use CV Search
o Send in all information to CFAI such as teams, schedule etc, there is an online tool for this
- Secure graders (3). These must be CFAs and the workload is about 8 hours in late December.
- Speak to SHB (Peter Karlsson) regarding using Blaiseholms torg 8 for the local final
o Requirements:
§ Start at 17.00 but need access from 16.15
§ 4 break-out rooms for the teams with water and fruits
§ Champagne and canapés after the presentations (18.30ish)
November
- Mid/end month: subject company presentation
o Either at venue or over telephone
o All teams are allowed to ask one supplementing question via email afterwards, coordinate and make sure all teams receive the same information
- Team composition cannot change when it is less than two weeks left to submit the written report
- Information to the teams
December
- The Friday before Christmas holidays: written reports due
o Make sure they do not write their names and use the appropriate cover/back page
- Plan local final (4 teams)
o Reserve hotels
o Venue for dinner
- Decide and contact independent judges for the final event. For the panel of judges, the sponsor should supply 1-2, Society of Sweden minimum 1, 2-3 independent judges (hopefully 1 journalist to get more publicity).
o SHB sends one
o SEB sends one
o Tomas Bodin and Lars Söderfjell have participated numerous times. Tomas is fantastic
o Lotta Faxen was part of last year’s jury and would be delighted to come back
- Order trophy from Pokalhuset (they have our logo)
- Order champagne (winning team, graders, judges) and books (students, graders, judges) for the final
- Secure judges (4-5)
o 1 from SHB (Peter Karlsson will coordinate)
o Thomas Brodin, Cliens
o Lars Söderfjell, Ålandsbanken
o 1 from SEB
o At least one female, Lotta Faxen was great last year
January
- Mid January, graders submit their results
o Top four teams make it to the final
- Confirm finalist teams and make travel reservations as needed
- Create a master grading teamplate
- Provide information for presentation
o Guidelines
o Power point templates
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- Late January, send out invitations to the event
February
- Local final mid-Feb but make sure that the date does not coincide with sportlov
- Have the students email the presentation but also bring on a USB stick. We have had issues with different versions of Power Point (the students have a newer version than the computer at SHB)
- Make a brief presentation for the final
- During the event
o Bring printed grading-sheets and pens
o Make sure to have a designated photographer
o The teams arrive 45 min before the start time
o Have a draw regarding presentation order
o Teams presenting second or last should not be allowed to watch the first presentation(s)
- After the presentations, the judges get up to 30 minutes to decide a winner. The score is then weighted evenly with score of the research report. Others wait outside and enjoy refreshments.
- After the event
o Give written feedback to the finalist teams
o Send thank you emails to all judges (with the reports maybe)
o Upload photos and information on the website about the winning team and the finalists
o Press release?