Universities: Form your team and give students the opportunity to compete against their peers and gain real-world experience. Employers: Become a judge, mentor, grader, speaker, or corporate sponsor. Question 1 CTA. Question 2 CTA. Question 3 CTA. To join the Research Challenge or for more information, contact us at: djlee financialhealth. University of Nevada, Reno. Show More Events. There are no upcoming events. Privacy Settings X. Save Settings. McMillan will be discussing the importance of ethics in the investment profession and their impact on the portfolios of clients.
The role of ethics has far reaching impacts on portfolio performance, the sustainability of achieving strategic goals, and in how incentives should be structured in the investment profession. All stakeholders - investors, advisors, institutions - will benefit from an awareness of the common issues involved in the investment profession and how they can best be addressed for their specific objectives.
CFA Institute leads the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for investment professionals. Due to space constraints please register in advance.
Michael McMillan, CFA, is director of ethics education at CFA Institute, where he is responsible for creating, sourcing, and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards. Prior to his career in academia, McMillan was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and at Merus Capital Management.
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Allow analytics tracking. Analytics help us understand how the site is used, and which pages are the most popular. Each team produces an initiation-of-coverage report on their assigned stock with a buy, sell, or hold recommendation and are expected to present and defend their thesis to a panel of industry veterans.
The winner from each regional competition will advance to the Global Final, where one team will emerge as the global champion of the CFA Institute Research Challenge. For upcoming deadlines, please see the Timeline section of our website. Best of luck to all!
A very special thank you to all the volunteers over the past several years, including the university liaisons, faculty advisors, instructors, team mentors, graders and judges. Each of your contributions has made it possible for the local Challenge to become the success it is today! We're using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies.
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