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Shaping Canada's Future of Finance: Students of University of Waterloo Awarded Global Champions of 2016 CFA Institute Research Challenge

Toronto - CFA Society Toronto announced University of Waterloo's School of Accounting and Finance (SAF) as global champions of the 2016 CFA Institute Research Challenge in Chicago, Illinois. Student team members, Kam Dhaliwal, Adnan Khan, Brent Small, Daniel Zhang, and Rudder Zhang from SAF along with their CFA Society Toronto mentors, Steve Balaban, CFA, Chief Investment Officer, Mink Capital and Craig Geoffrey, CFA, Lecturer, University of Waterloo, shipped off to Chicago to compete against 106 teams from accoss the globe.

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.

"The amount of time and effort our students spent on researching Canadian Tire Corporation is a testament to their discipline and work ethic. They are ready to excel in whatever career path they choose. Moving from theory to application is a tremendous learning opportunity for students, as exemplified by the CFA Institute Research Challenge. The skills our team acquired through experience in applying finance theory to a live company is a significant benefit of participating in the competition. The tacit knowledge they have developed is highly sought by employers and will differentiate them through the early part of their careers." Craig Geoffrey, CFA, Lecturer, University of Waterloo

The SAF students went up against stiff competition at the global stage of the Research Challenge, including teams from Ateneo de Manila University (repeat APAC Champions), Politecnico di Milano (past Global Champions and repeat EMEA Champions), and University of Georgia. University of Waterloo is the second Canadian team to win the Americas Regionals level of the challenge, and the first Canadian team to be Global champions of the competition.

"CFA Society Toronto is pleased to congratulate the University of Waterloo on winning the Global level of the 2016 CFA Institute Research Challenge. This is a great accomplishment for the student team members, Kam Dhaliwal, Adnan Khan, Brent Small, Daniel Zhang, and Rudder Zhang, and their mentors, Steve Balaban, CFA, and Craig Geoffrey, CFA. CFA Society Toronto takes great pride in providing mentors for students interested in pursuing a career in finance. By sharing the knowledge and experience of our diverse community of investment professionals we hope to build a stronger Future of Finance." applauds Sue Lemon, CFA, CEO, CFA Society Toronto.

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