4004526: MasterPROJECT 3: CFA Institute Research Challenge Switzerland 2015

Beschreibung

This year again, CFA Society Switzerland will be hosting the CFA Institute Research Challenge in Switzerland which is the local competition within the global CFA Institute Research Challenge. We also welcome all other universities and especially universities of applied sciences in Switzerland and Liechtenstein to join the Challenge this year.

The Challenge is an annual competition between teams of students in preparing an investment case consisting of a detailed research report and a presentation of a listed Swiss company. For the coming competition Straumann has been selected. The Swiss company is headquartered in Basel and listed at the Swiss Stock exchange since 1998. Straumann is a global leader in implant, restorative and regenerative dentistry which offers products and services to dentists and dental laboratories in more than 70 countries world-wide.

The students will be supported by industry mentors and will have to present their final results in front of a panel of senior investment professionals. The Challenge provides students with a unique opportunity to gain first-hand experience in the investment world and to interact intensively with investment professionals and CFA charterholders.

The winning Swiss team will participate in the EMEA finals and possibly the global finals in Chicago/USA 13-15 April 2016. In addition, the winning Swiss teams will receive a cash prize of CHF 3,000, the opportunity to participate in the prestigious annual forecast dinner of the CFA Society Switzerland as well as a certificate issued by CFA Institute.

The kick-off will take place in Basel at Straumann's headquarter on 21 September 2015 (from 14:00h CET onwards)

The kick-off will include a presentation by Dr. Peter Hackel, CFO of Straumann, a Q&A session as well as a presentation by CFA Society Switzerland on the rules & regulations of the Challenge and detailed deliverables. Please note that the kick-off session on 21 September 2015 is mandatory for all teams as the contact with Straumann's management and the introduction into the rules are important elements of the Challenge. Moreover, student teams will likely make first contact with their mentors during the information sessions.

Important dates:

• 21 September 2015, 14.00h CET Kick-off - Straumann's headquarter in Basel
• 3 November 2015, 09.00 - 10.00 CET - conference call with Straumann's CFA
• 1 January 2016 - anticipated deadline for reports
• 21 February 2016 - anticipated deadline to hand-in presentations (note: earlier deadlines will apply for intra-university challenges.
• 25 February 2016 - Swiss Final at the Aula of the University of Zurich
• 13 - 15 April 2016 - Regional Competition and Global Final, Chicago / USA

Kommentar

Expected group size: 3-4 students