CFA Society Toronto and CFA Society Ottawa Reveal Four Ontario university finalists for the local Finals of The CFA Institute Research Challenge

TORONTO, Feb. 12, 2015 /CNW/ - CFA Society Toronto and CFA Society Ottawa release the university team finalists for the annual CFA Institute Research Challenge, a global equity research competition among student teams from top business and finance programs.

"We would like to congratulate student teams from Queen's School of Business, University of Toronto (St. George), University of Waterloo and Wilfrid Laurier University for being amongst the four finalists out of the original group of 11 schools contending for the 2015 local championship.  Each finalist team has a unique opportunity to learn about best practices, research, analysis, report writing and presentation skills as they present their research findings on Canadian subject company Thomson Reuters to a panel of elite financial industry professionals in Toronto on February 24, 2015," said Sue Lemon, CFA, CEO of CFA Society Toronto.

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company, and each team writes a research report on its assigned company with a buy, sell, or hold recommendation. Teams that progress to local, regional and global finals must present and defend their analysis to a panel of industry professionals. Students learn from experienced industry experts and peers from the world's top business schools.  This year, more than 3,700 students from 58 countries will participate in 93 local Research Challenge events, culminating in the global final in Atlanta, Georgia, in April 2015.

The local level of the Research Challenge provides students with the opportunity to develop and present an equity research report on Thomson Reuters, the world's leading source of intelligent information for businesses and professionals. Students learn from leading industry experts and their peers from the world's top business schools. Competing universities assemble teams of three to five students who work directly with Thomson Reuters in researching and preparing a company analysis.

Note to editors: The winning team will be announced at an Awards Reception, at approximately 5:00pm on February 24th

The event is open to the media who can register by emailing 

Interviews are available upon request by emailing   

Date: Tuesday, February 24
Time: 2:00PM-4:00PM – Research Challenge Competition
4:30PM6:30PM – Reception
Location: KPMG - 333 Bay St., Suite 4600 

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,300 CFA charterholders in Toronto, making it the second largest member society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to

About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 117,000 members in 140 countries and territories, including 110,000 CFA charterholders, and 140 member societies. For more information, visit

SOURCE CFA Society Toronto

For further information: Media contacts CFA Society Toronto: Sara Pacella, 416.366.5755 X235,; Media contacts CFA Institute: JD McCartney,


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