The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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Advice from a Grader: Tips on Writing Your Report
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In this podcast, Amy Strunk, Special Projects Administrator for the CFA Institute Research Challenge, talks with Nate Byrd, CFA, a Portfolio Manager at Altrius Captial Management in Raleigh, North Carolina, about his experience as a grader for the CFA Institute Research Challenge hosted by the CFA Society North Carolina. As both a former participan…
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Volunteer Experience: Local Level Report Grader
2:30
2:30
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In this podcast, Amy Strunk, Special Projects Administrator for the CFA Institute Research Challenge, talks with Nate Byrd, CFA, a Portfolio Manager at Altrius Captial Management in Raleigh, North Carolina, about his experience volunteering with his local competition. Nathan participated in the CFA Institute Research Challenge as a student and has …
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Volunteer Experience: Faculty Adviser João Almeida
3:12
3:12
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Amy Strunk, Special Projects Administrator with the CFA Institute Research Challenge, talks with João Almeida, a Senior Analyst in Project Finance at Torresol Energy Investments in Madrid, Spain, about his experience volunteering with his local competition. João participated in the CFA Institute Research Challenge as a student and has volunteered a…
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Volunteer Experience: Industry Mentor Marta Calvário
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4:45
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Amy Strunk, Special Projects Administrator with the CFA Institute Research Challenge, talks with Marta Calvário, a Credit Risk Manager at Banco BPI in Madrid, Spain, about her experience volunteering with her local competition. Marta participated in the CFA Institute Research challenge as a student and now volunteers as an industry mentor for the C…
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Supplementing Your Presentation with PPT
3:05
3:05
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3:05
In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on how to effectively supplement your presentation with Microsoft Power Point slides with tips on how to design and integrate slides for a polished presentation. Susan Mach is a communication trainer, coach and strategist who works with a broad arr…
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Ending with Confidence: Acing the Q&A Session
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6:41
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6:41
In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on how to engage in the Q&A session with confidence. Topics in this podcast include teammate interaction, working with supplemental slides, and general demeanor.Susan Mach is a communication trainer, coach and strategist who works with a broad arra…
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Presenting and Defending Your Recommendation
13:19
13:19
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13:19
In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on preparing for and giving an effective presentation. Topics in this podcast include familiarizing yourself with the presentation space and equipment, preparing for worst-case scenarios, interacting with your teammates, and more.Susan Mach is a co…
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Effective Presentations: How to Put Your Best Foot Forward
13:39
13:39
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Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to best prepare for and execute an effective presentation. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, ful…
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Dress for Success: Tips on Competition Attire and Presence
5:37
5:37
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5:37
Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to dress for a successful presentation. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communica…
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Thammasat University's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition. For more information, please visit our website: http://www.researchchallenge.org/
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Thammasat Global Final Presentation
10:12
10:12
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Thammasat University's oral presentation at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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The University of Southern California's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition. For more information, please visit our website: http://www.researchchallenge.org/
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Southern California Global Final Presentation
9:57
9:57
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The University of Southern California's oral presentation at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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Rutgers State University's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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Rutgers Global Final Presentation
9:54
9:54
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9:54
Rutgers State University's oral presentation at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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Politecnico di Milano Q&A Session
10:18
10:18
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Politecnico di Milano's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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Politecnico di Milano Global Final Presentation
10:02
10:02
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Politecnico di Milano's oral presentation at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition.For more information, please visit our website: http://www.researchchallenge.org/
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