2010 CFA Investment Research Challenge
Thursday 11 March 2010
Where else but in our colleges and universities can you find the best and brightest minds of the next generation in the investment profession?
In collaboration withThe Agenda
17:30 -
Registration and Welcome remarks17:45 -
The Challenge19:45 -
Presentation of Bando Italian CFA Society per di Tesi di Laurea 201020:00 -
Awards Ceremony20:15 -
CocktailThe Challenge
The Investment Research Challenge is an initiative designed to
promote best practices in equity research among the next generation of analysts through
hands-on mentoring and
intensive training in company analysis and presentation skills.
A unique opportunity to learn from leading industry experts and compete with peers from the world’s top business schools.University teams of 3-5 students from the following
top area business schools 
Corso di Laurea in Economia e Management della Libera Università di Bolzano Corso di Laurea in Economia e Management delle Istituzioni e dei Mercati Finanziari dell'Università Bocconi Corso di Laurea in Economia dei Mercati e degli Intermediari Finanziari dell'Università Cattolica del Sacro Cuore di Milano Corso di Laurea in Ingegneria Gestionale del Politecnico di MilanoThe teams will be mentored by the following industry professionals in writing an equity research report on a publicly traded company.
Matteo Cassiani, CFA - Equity Fund Manager,
Banca Monte dei Paschi SpAAndrea Dal Santo, CFA - Equity Fund Manager,
Arca SGRMarco Miglierina, CFA – Relationship Manager,
Natixis SAPaolo Perrella, CFA - Director, Investor Relations and Investment Analysis,
De Agostini SpA The management of
Gruppo Campari has kindly offerd to be the focus company of 2010 challenge.
In the prestigious context of
Bloomberg Auditorium the teams from the top Italian Business Schools will present their research report to a high-profile panel of experts from top financial institutions.
Panel of Judges for Written ReportsStefano Andreani, CFA - Head of Equities,
Credit Suisse Italy - Asset Management DivisionAndrea Bergamaschi, CFA - Senior Analyst,
Intermonte SimGiulio Battisti, CFA - Equity Portfolio Manager,
Horatius SimDennis Montagna, CFA - Equity Portfolio Manager,
Arca SGRLuca Segala, CFA – Equity Analyst,
Banco PopolareStefano Fogagnolo - Senior Manager,
DeloittePanel of Judges for Oral PresentationsMauro Baragiola – Italian Equity Research,
Citigroup Luca Forlani, CFA - Head of Global Equity,
Eurizon Capital SGRMassimo Fuggetta - CIO,
Horatius Sim Guglielmo Manetti – Deputy Head of Research,
Intermonte Angelo Meda, CFA – Portfolio Manager,
Banknord Sim Giuseppina Parini - Head of Equity,
Aletti Gestielle SGR The team with the highest combined report and presentation score will be the winner and will advance to compete against teams within EMEA region, culminating in a global finale in Hong Kong, on 17 April, where
CFA Institute Global Investment Research Challenge will see the winner.
300+ students from over 80 universities in Asia, Europe, and North America will compete, including students from these schools ranked among the Financial Times top MBA programmes.
View the 2010 schedule and list of participants Investment Research Challenge Components
Analysis of a Public Company
Mentoring by an Experienced Professional
Writing a Research Report
Research Presentation to Panel of High-Profile Industry Experts and Leaders
Opportunity for Advancement to the CFA Institute Regional and Global Investment Research Challenges
Location: Bloomberg - Piazza Fontana, 1 - 20122 Milano
Time: 17:30
Dinner: NO