CUHK-Shenzhen Students Crown Third CFA Global Research Challenge Local Champion
At the recently held South China Final (Shenzhen Final) of CFA Global Research Challenge 2020-2021, Winkee, a team consisting of CUHK-Shenzhen students Huang Yuxuan, Sun Binjie and Pu Kewei from the School of Management and Economics, Pan Doudou from the School of Data Science, and Lu Baiyu majoring in Financial Engineering, emerged as the champion out of more than 30 teams in the region.
At the same time, Team Winkee also claimed two of the other three awards, including the Best Slides Award and the Best Individual Performance Award (given to the team leader, Lu Baiyu).
Group photo of Winkee team, CUHK-Shenzhen
The CFA Global Research Challenge campus qualifier was started in October, 20. Winkee has successfully advanced to the South China Local Final, where they competed with 33 teams from 21 universities, including HSBC Business School of Peking University, South China University of Technology and Southern University of Science and Technology, for 9 finalist spots. With the informative research report, novel analysis method and wonderful presentation performance, Team Winkee won the unanimous approval from the panel of senior industry experts (CFA holders), as well as the champion of the local final. In April 2021, Winkee will participate in the East Asia Final to compete with Beijing University, Shanghai Jiaotong University, and teams from top universities in Hong Kong, Taiwan, Japan and Korea.
Since its first participation in the CFA Challenge in 2017, The Chinese University of Hong Kong, Shenzhen has won the local champion in 2017, 2018 and 2021, and the runner-up in 2019 and 2020.
Team Winkee’s mentors include Prof. Mao Lei and Prof. Liu Na at CUHK-Shenzhen.
Prof. MAO Lei
Prof. LIU Na
Professor Mao Lei is an Assistant Professor at the School of Management and Economics, The Chinese University of Hong Kong, Shenzhen. Prof. Mao Lei received his PhD in Finance from the Hong Kong University of Science and Technology. His research interests include Theoretical Corporate Finance, Security Design and Agency, Structural Asset Pricing, and Information and Financial Markets.
Prof. Liu Na is an Assistant Professor of Accounting at the Chinese University of Hong Kong, Shenzhen. Professor Liu Na received her Bachelor of Science degree in Quantitative Finance from the National University of Singapore and her PhD in Accounting from Nanyang Technological University in Singapore. Her research areas are Development of Emerging Markets, Corporate Governance, Executive Compensation, etc.
About CFA Institute Research Challenge
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.
The CFA Institute Research Challenge has been held for ten years and is divided into four stages: Local, Sub-regional, Regional and global. Currently, there are four local events in mainland China: Beijing, Shanghai, Shenzhen (i.e. South China) and Chengdu. The winning teams from the four local challenges will advance to the Sub-regional final. Teams will research a designated public company, complete a full English report on the development, and present their findings to the judges in a defense session. Participants will demonstrate their report writing and presentation skills and be tested on how to drive the best implementation of equity research and company analysis.