The Department of Finance mentors an Elon undergraduate student team to compete in the annual global CFA Institute Research Challenge (CFA IRC).

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. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and presents and defends their analysis to a panel of industry professionals.

Apply to be on Elon’s team

Students interested in participating should submit the following:

  • A short (1-2 single-spaced page) statement of interest highlighting written, quantitative, and presentation skills. Also, include a list of upper-level finance classes already taken, and your proposed course schedules for the upcoming fall, winter, and spring semesters,
  • A copy of your Elon University transcript (including declared majors and minors)
  • An updated resume.

Applications will be accepted starting February 16 and are due April 15.

Contact Dr. Neeraj J. Gupta, CFA in KoBC 222 for further details. Students selected for the team will be notified by email shortly after the deadline.


Elon CFA IRC Team Members

2019
John Carroll
Chris Folsom
Tanisha Gupta
Zach Lahey
Emma Ott

 

 

 

 

 

2018
Elliot Eisen
Dan Ford
Matt Kushner
Lauren Ray
Nicole Resetar


2017 CFA IRC Team Member photo2017
Ken Crew
CJ Hunter
Harrison Rowe
Justin Scott
Samantha Torto


2016 CFA IRC Team Member photo2016
Abby Baric
Carly Davenport
Alex Francis
Bryan Kozin
Ryan Struble


2015 CFA IRC Team Member photo2015
Jeff Baldetti
Jessica Petrillo
Connor Rice
Kenneth Straub
Kaela Wnorowski


2014 CFA IRC Team Member photo2014
Welsford Bishopric
Matt Feldman
Peter Fox
Erica Green
Tayler Sirabella


2013 CFA IRC Team Member photo2013
JP Riley
Paul Robinson
Brian Sharnsky
Christian True
Justin Wanner


2012 CFA IRC Team Member photo2012
Andrea Brooke
Alex Dempsey
Andy Matz
Brad Schwartz
Greg Speake


2011 CFA IRC Team Member photo2011
Dylan Ketcham
Kaitlin Marvin
Kara Moore
Ryan Rosati
Matt Verboon