Recently, the CFA Institute Research Challenge CUHK-Shenzhen Campus Qualification Final organized by the School of Management and Economics (SME) together with the Finance Club kicked off! Selected by the school, a total of five teams advanced to the finals, in which the Big Long team composed of Jin Genglu, Liu Minghao, Lai Xinhao, Zhang Yu'ang and Lin Zhengxian, who are SME students, stood out in the tense and intense competition, and won the championship of the tournament. The Telethinker team, consisting of Ge Xinan, Dong Yiwen, Wu Yuting, Guan Yaru and Jin Yifan, won the second place. Both teams will go on to represent the school at the South China Regional competition.

Winning Team Sharing

Champion Team Big Long

Our biggest strength was the clear division of labor. We built the framework at the first meeting, clarified the general content and person in charge of each part, and determined the order of presentation. As PPT production is handled by different group members, there are inevitably differences in style. Still, our group will try to maximize the unity as much as possible to present the overall tone of the team better. In addition, we will often organize dinners to promote teamwork and improve efficiency.

Runner-up Team Telethinker

We gained a lot from the teachers' pertinent comments, and we also got a glimpse of our peers, learned from the other groups' strengths in logic, stage presence, etc., and gained four excellent teammates. The diversity of teammates' specialties is conducive to everyone taking advantage of each other's strengths in the competition. In addition, we can pay more attention to the winning entries of the previous competitions during the preparation process. In this competition, each of us studied one of the previous winning entries, learned the organizational framework of the best teams, and shared and integrated them together.

Professor's Comments

Prof. Ye Shuai

Assistant Professor, School of Management and Economics, CUHK-Shenzhen

In previous years, the winning teams in the South China Tournament came from our school. I hope that our representative team can also win the South China Tournament this year and look forward to an even better performance on the stage of the China Tournament.

Prof. Lu Guangli

Assistant Professor, School of Management and Economics, CUHK-Shenzhen

The main thing is to clarify the logic of valuation. Therefore, it is a challenge for them to value, form a complete chain of reasoning and carry out the derivation of arguments in an orderly manner.

Prof. Liu Hongqi

Assistant Professor, School of Management and Economics, CUHK-Shenzhen

In terms of presentation skills, the participating students were all very fluent in spoken English and had good stage presence. From the presentation, we can see that the students have a solid grasp of financial expertise, and each team used various models to support their analysis.

Prof. Lin Yufei

Assistant Professor, School of Management and Economics, CUHK-Shenzhen

Through this competition, students can gain a deeper understanding of the specific work of the financial industry, such as learning the overall logic of analyzing stocks. In addition, the critiques from professors and alumni with relevant industry experience benefited the students.