17 episodes

The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.

CFA Institute Research Challenge Podcas‪t‬ Research Challenge

    • Courses
    • 4.5 • 2 Ratings

The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.

    Advice from a Grader: Tips on Writing Your Report

    Advice from a Grader: Tips on Writing Your Report

    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 participant and a current volunteer, Nate has the unique perspective of someone who has been on both sides of the competition. In this podcast, he offers advice for students who preparing to write their report.

    • 4 min
    Volunteer Experience: Local Level Report Grader

    Volunteer Experience: Local Level Report Grader

    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 volunteered as a grader for the CFA Institute Research Challenge hosted by the CFA Society North Carolina.

    • 2 min
    Volunteer Experience: Faculty Adviser João Almeida

    Volunteer Experience: Faculty Adviser João Almeida

    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 as a faculty adviser for the CFA Institute Research Challenge hosted by CFA Spain.

    Want to get involved? Visit our website at www.cfainstitute.org/researchchallenge.

    • 3 min
    Volunteer Experience: Industry Mentor Marta Calvário

    Volunteer Experience: Industry Mentor Marta Calvário

    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 CFA Institute Research Challenge hosted by CFA Spain.

    Want to get involved? Visit our website at www.cfainstitute.org/researchchallenge.

    • 4 min
    Supplementing Your Presentation with PPT

    Supplementing Your Presentation with PPT

    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 array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

    • 3 min
    Ending with Confidence: Acing the Q&A Session

    Ending with Confidence: Acing the Q&A Session

    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 array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

    • 6 min

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