Type:Seminar
Scheduled in semester:1
Semester Hours per Week / Contact Hours:30.0 L / 22.5 h
Self-directed study time:67.5 h
Module coordination/Lecturers
- Dr. Lars Kaiser
(Modulleitung)
- Dr. Lars Kaiser
(Interner Dozent)
Curricula
Master's degree programme in Finance (01.09.2015)Description
This year again, CFA Society Switzerland will be hosting the CFA Institute Research Challenge in Switzerland which is the local competition within the global CFA Institute Research Challenge. We also welcome all other universities and especially universities of applied sciences in Switzerland and Liechtenstein to join the Challenge this year.
The Challenge is an annual competition between teams of students in preparing an investment case consisting of a detailed research report and a presentation of a listed Swiss company. For the coming competition Straumann has been selected. The Swiss company is headquartered in Basel and listed at the Swiss Stock exchange since 1998. Straumann is a global leader in implant, restorative and regenerative dentistry which offers products and services to dentists and dental laboratories in more than 70 countries world-wide.
The students will be supported by industry mentors and will have to present their final results in front of a panel of senior investment professionals. The Challenge provides students with a unique opportunity to gain first-hand experience in the investment world and to interact intensively with investment professionals and CFA charterholders.
01.10.2020:
Kick-off will be in-person, but besides a fallback solution we will also aim for a dial in possibility, but we encourage students to attend if possible. The meeting will be held in Zurich and students have to travel on their own expenses.
12.11.2020:
The interaction with the company will be digital this time, and as usual, students will need to hand in questions.
18.02.2021:
The Swiss Local Final will be held in-person, obviously with a fallback solution. The fallback option is that the teams will be presenting live via Zoom to the jury. Again, students have to cover their own travel expenses.
Learning Outcomes
- Ability to identify sources of value in a business and transform them in investment thesis
- Write an equity analyst report
- Perfect an equity analyst pitch
- Develop soft skills in handling Q&A sessions
Qualifications
- Digital modeling skills
- Internationally recognized analysis skills
- Recognize value of sustainable business model
Lectures Method
Guided self-study seminar
Assessment
- Written report