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CFA Institute Research Challenge Podcast

The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.

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Presenting and Defending Your Recommendation

In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on preparing for and giving an effective presentation. Topics in this podcast include familiarizing yourself with the presentation space and equipment, preparing for worst-case scenarios, interacting with your teammates, and more. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

13mins

11 Nov 2011

Rank #1

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Ending with Confidence: Acing the Q&A Session

In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on how to engage in the Q&A session with confidence. Topics in this podcast include teammate interaction, working with supplemental slides, and general demeanor. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

6mins

5 Dec 2011

Rank #2

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Effective Presentations: How to Put Your Best Foot Forward

Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to best prepare for and execute an effective presentation. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

13mins

31 Oct 2011

Rank #3

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Dress for Success: Tips on Competition Attire and Presence

Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to dress for a successful presentation. Susan Mach is a communication trainer, coach and strategist who works with a broad array of clients, including top management and staff. She is a partner in Mach Creative Services, a woman-owned, full-service communication firm. The firm helps clients communicate clearly, crisply and compellingly to the media, shareholders, analysts, customers, employees, consumer advocates, nonprofits and public officials. It also coaches executives in business writing and presenting, and it produces online reports, videos, annual reports, Web content, press conferences and executive speeches. For more information on Susan Mach, please visit her website: http://www.lsmach.com/index.html.

5mins

17 Oct 2011

Rank #4

Most Popular Podcasts

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Thammasat Q&A Session

Thammasat University's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition. For more information, please visit our website: http://www.researchchallenge.org/

10mins

13 Sep 2011

Rank #5

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Southern California Q&A Session

The University of Southern California's Q&A session at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition. For more information, please visit our website: http://www.researchchallenge.org/

9mins

13 Sep 2011

Rank #6

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Southern California Global Final Presentation

The University of Southern California's oral presentation at the CFA Institute Research Challenge (formerly the Global Investment Research Challenge) global final competition. For more information, please visit our website: http://www.researchchallenge.org/

9mins

13 Sep 2011

Rank #7

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Advice from a Grader: Tips on Writing Your Report

In this podcast, Amy Strunk, Special Projects Administrator for the CFA Institute Research Challenge, talks with Nate Byrd, CFA, a Portfolio Manager at Altrius Captial Management in Raleigh, North Carolina, about his experience as a grader for the CFA Institute Research Challenge hosted by the CFA Society North Carolina. As both a former participant and a current volunteer, Nate has the unique perspective of someone who has been on both sides of the competition. In this podcast, he offers advice for students who preparing to write their report.

4mins

5 Feb 2013

Rank #8

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Volunteer Experience: Local Level Report Grader

In this podcast, Amy Strunk, Special Projects Administrator for the CFA Institute Research Challenge, talks with Nate Byrd, CFA, a Portfolio Manager at Altrius Captial Management in Raleigh, North Carolina, about his experience volunteering with his local competition. Nathan participated in the CFA Institute Research Challenge as a student and has volunteered as a grader for the CFA Institute Research Challenge hosted by the CFA Society North Carolina.

2mins

5 Feb 2013

Rank #9

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Volunteer Experience: Faculty Adviser João Almeida

Amy Strunk, Special Projects Administrator with the CFA Institute Research Challenge, talks with João Almeida, a Senior Analyst in Project Finance at Torresol Energy Investments in Madrid, Spain, about his experience volunteering with his local competition. João participated in the CFA Institute Research Challenge as a student and has volunteered as a faculty adviser for the CFA Institute Research Challenge hosted by CFA Spain. Want to get involved? Visit our website at www.cfainstitute.org/researchchallenge.

3mins

18 Sep 2012

Rank #10