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Do’s and Don’ts CFA Global Research Challenge

Do’s and Don’ts CFA Global Research Challenge. Experiences from Team Tilburg University 2010. Team Tilburg University. Steven Koppenaal, Susanne Bouwmeester, Tianyin Yin, Roger Theunissen, Rogier van Aart, Chen Xiang

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Do’s and Don’ts CFA Global Research Challenge

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  1. Do’s and Don’ts CFA Global Research Challenge Experiences from Team Tilburg University 2010

  2. Team Tilburg University Steven Koppenaal, Susanne Bouwmeester, Tianyin Yin, Roger Theunissen, Rogier van Aart, Chen Xiang Winning Team of the Dutch Challenge of the CFA Global Investment Research Challenge 2010

  3. Advice: Do’s and Don’ts1. The process • Don’t underestimate the work • Start as soon as possible • Contact your CFA Mentor in time • Make a timeline • Divide the tasks • Interview with CEO or CFO • Most important source of information • Know the business • Be nice and polite yet critical and focussed

  4. Advice, Do’s and Don’ts2. The report Make your report well structured Good balance between the different analyses of the report Focus on what is important Front page! Be exhaustive but not too detailed The report should lead to your final conclusion Your analyses should be well motivated, correct and coherent Report should be convincing

  5. Advice, Do’s and Don’ts2. The report Look at non-related reports to get an impression of the structure Pay attention to the writing style Make no unfounded claims Make a good schedule

  6. Advice, Do’s and Don’ts3. The presentation CFA GIRC 2010 EMEA Finals – Istanbul, Turkey • Content • Focus on the recommendation • Some key selling points • Slides should be self-explanatory • The details are in the report • Have a good appendix for the Q&A • Shareholder breakdown • Introduce the team

  7. Advice, Do’s and Don’ts 3. The presentation • Style • Talk slow • Be confident and smile • Do not speak monotone • Presentation is a team product • Specialization (Q&A) • The members that do not present nonetheless convey a message • Do not exceed the time limit

  8. Advice, Do’s and Don’ts 3. The presentation • Keep the grading criteria in mind • Practice! • Further reading • Moving Mountains: Or the Art and Craft of Letting Others See Things Your Way (Henry M. Boettinger, 1989) • ISBN-10: 0020306601 • ISBN-13: 978-0020306603

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