Competition Teams

CFA Institute Research Challenge

High achieving finance majors may be eligible to participate in the annual CFA Institute Research Challenge.   According to the CFA Institute’s website, this competition “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 — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.”  The Nicholls team consists of three to five undergraduate or graduate students selected by the finance faculty and receive credit for FINC 456: Advanced Investments .

CFA Institute Research Challenge of the Southwest U.S.

The 2018 CFA Institute Research Team from Nicholls State University was named one of ten finalists based on the strength of their written report.  Along with their sponsors Drs. John Lajaunie and  Shari Lawrence, they traveled to Southern Methodist University February 17 for final oral presentations. Nicholls was the only Louisiana school to advance to the Dallas round of competition, beating out LSU, Tulane and SLU (as well as schools from other states).  In Dallas, they placed 3rd out of 27 schools from all over the southwest.   The 2018 team included the following students (L to R): dustin LeRay, Madison Thielman, Matthew Dupre, Taylor Boudreaux, and Trent Brady.



Our 2014 CFA student team advanced to the Americas round of the competition in Denver Colorado.  Pictured from left to right are: Damian Despotovski, Logan Cox, Courtney Dupre, Huong-Tra Nguyen and Dimitry Lebedv.





Community Bank  Case Study Competition

Beginning 2017, a team of three to five undergraduate students will be selected by the finance faculty to compete in the Community Bank Case Study Competition.  The student team will partner with a local community bank to develop a case study using the bank’s own unique story which addresses questions posed by the Conference of State Bank Supervisors, the sponsor of the competition.  Students will write a “brief, up to 25-pages in length that includes a 1-2 page executive summary and up to 10 pages in tables and charts, that thoroughly discusses the case study findings.  Student teams must submit a video of no more than 10 minutes that highlights the teams’ case study findings while showcasing the partnered community bank. ”