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      Participants

      Timeline

      Rules

      Research report preparation

      Grading

      Volunteer opportunities

 

 

      Kickoff meeting

      Company presentation

      Final four teams

      Local challenge final

      Americas final

      Global final

 

 

 

 

 

Welcome  to the Pacific Northwest Investment Research Challenge!

 

As participants in the PNIRC, prospective financial analysts are acquiring the technical skills and ethical best practices from seasoned and accomplished industry mentors.

 

In this inaugural year, seven university teams are competing by crafting an equity research coverage initiation report on Fisher Communications, Inc.

 

After a two-month effort, the reports submitted by seven teams were graded in January. The top four teams (Seattle University, Washington State University, UW Bothell, and UW Seattle) became finalists and made oral presentations at the local challenge final on February 5, 2010 in front of a panel of expert judges. The local winner that emerged in the local final is from University of Washington, Bothell.  This team has now advanced to the Americas Challenge in NYC on March 17-18, 2010. The winner of the Americas Challenge will compete in April 2010 with three other regional champions in Hong Kong.

 

The PNIRC project presents the perfect opportunity for the mentors to give back to the community, for the student teams to acquire hands-on experience and a network of contacts, and for the CFA Society of Seattle to reach out to college campuses.

 

This website will evolve as the inaugural Challenge winds down and 2nd PNIRC preparations begin in the next few months.  Please follow, participate, and volunteer!

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Inaugural PNIRC Team

Ufuk Ince, Andy Loechl, Bob Toomey

 

 

© 2010. CFA Society of Seattle – Contact: pnirc@pnirc.org