CFA Institute Research Challenge

The Cutler Center sponsors students who participate in the CFA Institute Research Challenge. Babson has an impressive track record including winning the local competition in 2017, 2019, and 2021, while winning the global competition in 2007. 

The CFA Institute Research Challenge is an annual global competition that provides graduate and undergraduate students with hands-on mentoring and intensive training in financial analysis and professional ethics. Working in teams along with a Faculty Advisor and Industry Mentor, students gain real-world experience as they assume the role of research analysts and are judged by a group of industry experts on their ability to value a stock, write a research report, and present their recommendations. 

CFA Institute Research Challenge - Local Championship Wins

2021:

Team Members: Alexa Tutecky ‘21, Vladimir (Manny) Cadavid Dubinin ‘21, Tavleen Arora ‘21, and Tyson Corner ’22

Company: Rapid7

Industry Advisor: David Wellinghoff MBA'07

Faculty Advisor: Patrick Gregory, CFA

Group photo

  

2019:

Team Members: Rushi Nagalla ’19, Mitchell Troyanovsky ’19, Guillermo Vadell ’19, and Albert Yun ’19

Company: CarGurus

Final Written Report - CarGurus

Industry Advisor: David Wellinghoff MBA'07

Faculty Advisor: Patrick Gregory, CFA

2019 CFA Research Challenge

 

2017:

Team Members: Brittany Bascom MBA'16, Rachel Burstiner '17, and Roy Nakamajeo '17

Company: Global Partners LP

Final Written Report - Global Partners LP

Industry Advisor: David Wellinghoff MBA'07

Faculty Advisor: Patrick Gregory, CFA

Group photo

 

CFA Institute Research Challenge - Global Championship Wins

2007:

Team Members: Anil Agarwal, Paul Fruin, Michael Hess, Sri Krishnamurthy, Dave Wellinghoff, and Dennis Yuscavitch

Company: Analog Devices, Inc

Final Written Report - Analog Devices Inc.

Industry Advisor: Warren Johnson

Faculty Advisor: Steven Feinstein

Group photo