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2017–2018 CFA Institute Research Challenge SPONSORSHIP OPPORTUNITIES

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2017–2018 CFA Institute Research Challenge SPONSORSHIP OPPORTUNITIES Americas Regional EMEA Regional Asia-Pacific Regional & Global Final 19–20 March 2018 4–5 April 2018 25-27 April 2018 Westin Copley Place Convention Centre Dublin Grand Hyatt Kuala Lumpur Boston, USA Dublin, Ireland Kuala Lumpur, Malaysia 2017–2018 CFA Institute Research Challenge SPONSORSHIP OPPORTUNITIES © 2017 CFA Institute. All rights reserved. CFAINSTITUTE.ORG/RESEARCHCHALLENGE EVENT OVERVIEW The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Student teams work to research and analyze a publicly traded company; write a research report highlighted by a buy, sell, or hold recommendation; and then present and defend their findings to a panel of industry experts. More than 1,000 university-sponsored teams and more than 5,500 students worldwide participate in one of over 110 local-level competitions. Among these students are future portfolio managers, research analysts, and CFA Institute members who will lead the investment management profession in the future. The best and brightest teams advance to regional events held in Asia Pacific, the Americas, and EMEA. Regional winners advance to the Global Final where one team is ultimately crowned champion. The majority of students spend 100–150 hours researching their assigned company and assembling their report. In addition, students spend more than 30 hours practicing their presentation. Experience the event from the students’ perspective: http://bit.ly/2a3E59w REGIONAL AND GLOBAL FINAL EVENTS REGIONAL EVENTS GLOBAL FINAL All local winning teams from across the Asia On 27 April in Kuala Lumpur, each of Pacific, Americas, and EMEA regions will the regional winners will compete to compete in a qualifying round, with the top be the 2018 Research Challenge global teams advancing to the evening regional finals. champion. This grand finale event Each regional winner will advance to the Global will be immediately followed by a Final. Day one of each regional event features celebratory dinner and reception. a kickoff meeting and banquet while day two has a semifinal and regional final round with breakfast, lunch, and a closing reception held for students and university faculty. ABOUT CFA INSTITUTE 2017 Participation CFA Institute is the global community of more than 145,000 investment management professionals working to build an industry in which investors’ interests come first, financial 5,250 Students markets function at their best, and economies grow. 3,500 Volunteers We are driven by the belief that lasting economic growth depends on trust, competence, 1,075 Universities and transparency in financial markets, and we know that it must be led by professionals 141 CFA Societies who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession. 109 Local Challenges 81 Countries We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide. Top employers of CFA Institute members globally: Bank of America Merrill Lynch · BlackRock · Citigroup · Credit Suisse · HSBC · JPMorgan Chase · Morgan Stanley · Royal Bank of Canada · UBS · Wells Fargo To secure any of these opportunities and gain access to university faculty and students attending the CFA Institute Research Challenge, please contact: ROMAN MCACHREN ALICIA CHAN ANDY JENKINS Sponsorship and APAC Sponsorship and Global Sponsorship and Advertising Representative Advertising Manager Advertising Manager +1 (434) 951-5527 +852 9858 8670 +1 (434) 951-5594 [email protected] [email protected] [email protected] CFA INSTITUTE RESEARCH CHALLENGE The following universities advanced from their local-level competitions and competed in the 2017 regional competitions. View the presentation given by the 2017 Global Finalists in Prague, Czech Republic: http://bit.ly/2uEaZqr 2017 UNIVERSITY REGIONAL COMPETITORS AMERICAS REGIONAL Appalachian State University Johns Hopkins University* University of Connecticut Boone, North Carolina, USA Baltimore, Maryland, USA Storrs, Connecticut, USA Babson College Kennesaw State University University of Delaware Wellesley, Massachusetts, USA Kennesaw, Georgia, USA Newark, Delaware, USA Barna Business School*** Northern Arizona University University of Denver* Santo Domingo, Dominican Republic Flagstaff, Arizona, USA Denver, Colorado, USA Brigham Young University–Idaho Ohio State University University of Hawaii at Manoa Rexburg, Idaho, USA Columbus, Ohio, USA Manoa, Hawaii, USA Butler University Oregon State University University of Iowa Indianapolis, Indiana, USA Corvallis, Oregon, USA Iowa City, Iowa, USA Canisius College* Penn State Erie, The Behrend College University of Minnesota Duluth Buffalo, New York, USA Erie, Pennsylvania, USA Duluth, Minnesota, USA Case Western Reserve University Saint Mary’s University University of Missouri–Kansas City Cleveland, Ohio, USA Halifax, Nova Scotia, Canada Kansas City, Missouri, USA Champlain College Seattle University University of Southern California Burlington, Vermont, USA Seattle, Washington, USA Los Angeles, California, USA Chapman University* Seton Hall University** University of Tennessee at Chattanooga Orange, California, USA South Orange, New Jersey, USA Chattanooga, Tennessee, USA College of William and Mary Simon Fraser University University of Texas at Dallas Williamsburg, Virginia, USA Burnaby, British Columbia, Canada Dallas, Texas, USA Golden Gate University Truman State University University of the West Indies at Mona, Jamaica San Francisco, California, USA Kirksville, Missouri, USA Mona, Jamaica Grand Valley State University Universidad Adolfo Ibañez University of Waterloo* Allendale, Michigan, USA Santiago, Chile Waterloo, Ontario, Canada Creighton University Universidad Argentina de la Empresa University of Wisconsin–Milwaukee Omaha, Nebraska, USA Buenos Aires, Argentina Milwaukee, Wisconsin, USA HEC Montreal Universidad del Pacifico University of Wisconsin Oshkosh Montreal, Quebec, Canada Lima, Peru Oshkosh, Wisconsin, USA Illinois Institute of Technology Universidad Externado de Colombia* West Texas A&M University* Chicago, Illinois, USA Bogotá, Colombia Canyon, Texas, USA Insper Instituto de Ensino e Pesquisa* University of Alberta Westminster College São Paulo, Brazil Edmonton, Alberta, Canada Salt Lake City, Utah, USA Tecnológico de Monterrey, Campus Ciudad de México University of Arkansas at Little Rock Whitworth University Little Rock, Arkansas, USA Spokane, Washington, USA Mexico City, Mexico Jacksonville University University of California, San Diego Jacksonville, Florida, USA La Jolla, California, USA *Regional Finalists **Regional Champions ***Global Final Champion To secure any of these opportunities and gain access to university faculty and students attending the CFA Institute Research Challenge, please contact: ROMAN MCACHREN ALICIA CHAN ANDY JENKINS Sponsorship and APAC Sponsorship and Global Sponsorship and Advertising Representative Advertising Manager Advertising Manager +1 (434) 951-5527 +852 9858 8670 +1 (434) 951-5594 [email protected] [email protected] [email protected] 2017 UNIVERSITY REGIONAL COMPETITORS EMEA REGIONAL Al-Ahliyya Amman University King Fahd University of Petroleum and Minerals SP Jain School of Global Management, Dubai Amman, Jordan Dhahran, Saudi Arabia Dubai, United Arab Emirates American University in Bulgaria KTH Royal Institute of Technology* Strathmore University Blagoevgrad, Bulgaria Stockholm, Sweden Nairobi City, Kenya American University in Cairo Kuwait University Universidade de Lisboa - ISEG Cairo, Egypt Kuwait City, Kuwait Lisbon, Portugal Athens University of Economics and Business Kyiv National Economic University Universitatea Alexandru Ioan Cuza Iasi Athens, Greece Kyiv, Ukraine Iasi, Romania Bahrain Institute of Banking and Finance Lomonosov Moscow State University University of Belgrade Manama, Bahrain Moscow, Russia Belgrade, Serbia BI Norwegian Business School** Masaryk University* University of Cape Town Oslo, Norway Brno, Czech Republic Cape Town, South Africa National Research University Higher School of Cranfield University Economics, Moscow University of Ljubljana Cranfield, United Kingdom Ljubljana, Slovenia Moscow, Russia Cyprus International Institute of Management Odessa I.I. Mechnikov National University University of Mauritius Nicosia, Cyprus Odessa, Ukraine Moka, Mauritius Erasmus University Rotterdam Ozyegin University University of Turku Rotterdam, Netherlands Istanbul, Turkey Turku, Finland ESADE Business School Politecnico di Milano* University of Zurich* Barcelona, Spain Milan, Italy Zurich, Switzerland IÉSEG School of Management Queen’s University Belfast Vienna University of Economics and Business Paris, France Belfast, United Kingdom Vienna, Austria KIMEP University RWTH Aachen University Warsaw School of Economics* Almaty, Kazakhstan Aachen, Germany Warsaw, Poland ASIA-PACIFIC REGIONAL Ateneo de Manila University* Karachi School for Business and Leadership Singapore Management University** Quezon City, Philippines Karachi, Pakistan Singapore Curtin University Kyoto University Southwest University for Nationalities
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