NC CFA Institute

Will you please provide me the Research Challenge Timeline of CFA Institute NC?

[Quick Sam]

CFA Society North Carolina (CFANC) was established in 1971.

It provides education and support to the area’s investment professionals.

The CFA NC is one of the world’s largest societies of investment professionals.

Research Challenge Timeline

North Carolina – CFA Institute Research Challenge
Timeline 2014 – 2015

September 2014
09/10 - Kick off Meeting via conference call 5:00pm

Week of 09/29 - Subject company presentation

October 2014
10/29 - Subject company questions from teams due to Society.

November 2014
Week of 11/03 - Subject Company conference call.

Mid-Nov – Possible sponsor webinar for student teams.

January 2015
01/17 - First Draft submitted to Mentors

01/23 - Final Report Submitted to Society for Grading

February 2015
02/06 - Graders scores due to Society

02/09 - Top four schools are announced for Oral Presentation

02/21 - NC Global IRC Oral Presentations by top 4 schools

March 2015
04/13-19 - Americas Regional finals in Atlanta, Ga

April 2015
04/15 - Global Final in Atlanta, Ga

Leadership as on 3 September 2014
OFFICERS:

President
Chris Aprill, CFA

Vice President
John B. Maddison, CFA

Secretary
Clinton Sorenson, CFA

Treasurer
Paige C. Henderson, CFA

Executive Director
Sheri Gillette

Board Of Directors:
Richard D. Hastings
Daniele Donohoe, CFA
Amelia Hopkins, CFA
Judson W. Russell, CFA
Justin Smith, CFA
Nate Byrd, CFA
Paul Anthony, CFA
Andrea Sefler
Christopher Pavese, CFA

Committee Chairs:
Advocacy
Amelia Hopkins, CFA

Candidate Preparation
Judson W. Russell, CFA

Education
Judson W. Russell, CFA

Membership
Sheri Gillette

Programming
John B. Maddison, CFA
Richard D. Hastings

Technology
Clinton Sorenson, CFA

University Liaison
Justin Smith, CFA

Contact Details:
CFA Society North Carolina
c/o Sheri Gillette
3004 Oxbow Ct.
Raleigh, NC 27613