CFA Institute Research Challenge: Chicago Competition

Feature Company: ULTA

Hosted by: Membership Engagement Advisory Group

Cheer on teams of students from area universities as they compete in the local level of the CFA Institute Research Challenge hosted by CFA Society Chicago! The competition kicked off October 25, 2020, with this year's feature company, ULTA, making a company presentation to all the teams. Listen to the teams present their research on ULTA to a panel of judges who are CFA charterholders and experts in equity research. Teams developed a written report of fundamental company analysis based on a sell-side or an independent research analyst perspective of ULTA.

The first, second and third place teams will receive various prizes sponsored by CFA Society Chicago. The local level winning team will continue on to the Americas Regional competition in New York on April 20 and 21, 2020. Regional champions will then vie for the global title in new York on April 22, 2020.

To learn more about the Research Challenge competition and for the full schedule please visit CFA Institute's website.

Fee:* FREE - Registration Required (Please note that students in the competition should not register online)

Attire: Business Casual

Registration: Online (Please give your self extra time as you will need to check in at the security desk)


9:30 am - 9:45 am: Registration

9:45 am - 9:50 am: Welcome and Overview (Morning Session)

10:00 am - 12:10 pm: Session 1 Team Presentations

12:15 pm - 1:00 pm: Lunch

1:00 pm - 1:10 pm: Welcome and Overview (Afternoon Session)

1:15 pm - 3:20 pm: Session 2 Team Presentations

3:30 pm - 4:00 pm: Announcement of Winner

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, February 22. If you fail to cancel before the deadline and/or fail to attend the event you will be charged a $10 fee.
2/28/2020 9:30 AM - 4:00 PM
Morningstar 22 W. Washington Chicago, IL UNITED STATES

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