CFA Institute Research Challenge

CFA Institute Research Challenge

The CFA Institute Research Challenge is a worldwide intercollegiate competition between teams of students.  The challenge brings together students and industry professionals for a once in a life-time experience. The challenge itself is organized by local CFA societies and teams that win their local region and continue on to compete at the national level.  In 2011, the America's region was held in Omaha, Nebraska where Warren Buffett spoke.  The winner of the national competition competes against the top global teams.  The challenge itself involves writing and presenting an in-depth valuation report.  In 2011, 2,500 students, 546 universities, 1,200 industry professionals, and 102 Local CFA societies were involved.

In our first year of competing, ETSU won the Nashville region and went on to compete at the America's Region in Omaha.  Limited to five students or less, team members are selected on a competitive basis. Both undergraduate and graduate students are eligible. 


2011 Nashville Regional Winners: Whitney Babel, Yuanjing Qiu, Faculty advisor William Trainor, Yuchao Du, John Miller, and Jed Dahl in Omaha, NE.

Two of our team members with Warren Buffett, Yuanjing Qiu and Yuchao Du in Omaha, NE.


The 2012 team is composed of Jonathan Phebus, Vasili Maslakou, Erin Hadary, Kristen Fletcher, and Samantha Caughey.  They will be presenting their report in Nashville, TN this March.

The 2013 team will be selected in September/October, 2012.  If you are a full time student in the Fall of 2012, you are eligible to apply.

Dr. William J. Trainor, CFA, is the faculty advisor and can be contacted at trainor@etsu.edu.