Boston Security Analysts Society
Media Contact
Robert Trimm, Ph.D., CFA, CIPM
Tel: 901.451.0493
Email:
The Arkansas, Memphis and Mississippi CFA Societies Announce University LineUp in The
Local Level of the Global Investment Research Challenge
Top Arkansas, Mississippi andwest Tennessee Business Schools compete on equity research for a chance to travel to Omaha, Nebraskato compete for the Americas Regional and Global title.
Memphis, TN, December 3, 2010 – The Arkansas, Memphis and MississippiCFA Societies announced today that eight universities will participate in the annual Mid-South Investment Research Challenge as part of the CFA Institute’s GlobalInvestment Research Challenge. The Global IRC is an annual educational initiative designed to promote best and ethical practices in equity research to finance and business students through hands-on mentoring and intensive training in company analysis. This year, more than 2500 students from 500 universities worldwide will participate in local Challenges, leading to the regional and global play-offs.
The following universities will participatein the Mid-South IRC for a chance to compete for the Regional and Global IRC title.
Arkansas State University, College of Business
University of Arkansas, Fayetteville,Sam M. Walton College of Business
University of Arkansas, Little Rock,College of Business
University of Mississippi, School of Business Administration
University of Memphis, Fogelman College of Business and Economics
Millsaps College, Else School of Management
Freed-Hardeman University, Brown-KopelSchool of Business
Texas A&M, Corpus Christi, School of Business Administration
“The Challenge brings universities, students, and investment professionals together in a unique fashion that advances the principles of ethics and professional excellence and the value of a career in the finance industry,” said John Rogers, CFA, CFA Institute president and CEO.
The event consists of the following components:
- Training in Research and Report Writing
- Analysis of a Public Company
- Mentoring by an CFA credentialed Investment Professional
- Assessment of Written Reports
- Presentation of Research to a Panel of Experts
The local Mid-South IRC is scheduled to be held on February 5, 2011 at the Fogelman Executive Conference Center in Memphis, Tennessee. CFA Institute will sponsor each winning team in one of three regional competitions in Omaha, Nebraska. Regional champions vie for the Global title on April 8, 2011 in Omaha, Nebraska, USA.
CFA Institute Global Investment Research Challenge
Additional information on the Global Investment Research Challenge and its participants can be found on the CFA Institute website, Information and a time-line for the local IRC can be found at,
Individual Societies
The Arkansas, Memphis and Mississippi CFA Societiesare associations of local investment professionals that seekto promote ethical and professional standards within the investment industry, encourage professional development through the CFA Program and continuing education, facilitate the exchange of information and opinions among individuals within their local investment community, and work to further the public's understanding of the CFA designation and investment industry.
CFA Institute
CFA Institute is the global membership association that administers the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 100,000 members, who include the world’s nearly 90,000 CFA Charterholders, in 137 countries and territories, as well as 135 affiliated professional societies in 58 countries and territories. More information may be found at (Bloomberg users can find CFA Institute at 497458Z).