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CFA Sri Lanka Research Challenge 2014 / 15

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Presentation on theme: "CFA Sri Lanka Research Challenge 2014 / 15"— Presentation transcript:

1 CFA Sri Lanka Research Challenge 2014 / 15

2 CFA Institute Research Challenge
To make data on a chart easier to read, CFA Institute Market Intelligence recommends hiding chart gridlines. To do so, right-click on the gridlines and then click delete. An annual educational initiative sponsored by CFA Society Sri Lanka as part of the CFA Institute Research Challenge. The CFA Institute Research Challenge is a competition between university-sponsored Teams that research a designated publicly traded company, prepare a Written Report on that select company and then present their findings to a panel of Judges. The competition has three levels: Local, Regional, and Global. Winners at the Local level advance to compete against Teams within their geographic region at the Regional level. Winning Teams at the Regional level advance to compete at the Global level. One Team is designated the ultimate winning Team at the Global level.

3 Regional & Global Dates
To make data on a chart easier to read, CFA Institute Market Intelligence recommends hiding chart gridlines. To do so, right-click on the gridlines and then click delete. Event Date Location Americas Regional 15 – 16 April 2015 Atlanta, Georgia USA EMEA Regional 01 – 02 April 2015 Amsterdam Netherlands Asia Pacific Regional 11 – 12 March 2015 Manila Philippines Global Final 17 April 2015

4 Time line – 2014 Date Milestone 04 July
Kick-off meeting / Company Presentation Singer Sri Lanka PLC 01 August Q&A with the Management of Singer Sri Lanka PLC 29 August Submit draft report to mentors and solicit feedback by 08 September 29 September Submit final report to CFA Society Sri Lanka for evaluation by a panel of graders by 11:00am the latest 17 October Four finalists announced 07 November Finalists to present to a panel of judges 20 November Winner announced at CFA Graduation Ceremony

5 Kick Off Meeting Agenda – 04 July 2014 SEC Auditorium, 29th Floor, East Tower, World Trade Centre
Time Program Introduction to the Research Challenge – Zaffar Jeevunjee 0930 – 1000 Presentation – Winners of 2013/14 Research Challenge – University of Colombo 1000 – 1045 Company Presentation – Singer Sri Lanka PLC 1045 – 1115 Q & A 1115 – 1200 Refreshments / Teams meet their CFA Mentor 1200 – 1245 Presentation – Company / Industry Analysis – Purasisi Jinadasa, Chief Strategist, CAL Securities Pvt. Ltd Break Continuation – Presentation – Company / Industry Analysis

6 Q&A with singer sri lanka plc sec Auditorium, 29th Floor, East Tower, world trade centre
Time Programme Q & A Session with Singer Sri Lanka PLC Refreshments Presentation – Sri Lankan Economy - Amal Sandaratne, CFA – MD, Frontier Research Presentation – Report Writing & How to make a powerful presentation – Amal Sandaratne, CFA

7 Written report scoring criteria
Sections Maximum Points Investment Summary 20 Valuation Business Description 05 Other Headings Industry Overview & Competitive Positioning 15 Financial Analysis Investment Risks Total 100

8 Sample Section Maximum Points Comments Investment Summary 12 Valuation
Not logical, no or insufficient summary of salient points, strategy is not grounded in Financials Valuation 08 Method is flawed, not substantiated with industry information Business Description 03 Lack of sufficient information to support recommendation Other Headings Missed important information available Industry Overview & Competitive Positioning 10 Not a comprehensive understanding of the companies positioning and / or competitors. No understanding of company’s economic advantage. Overstated company’s advantage – not grounded in facts or supported in the financials Financial Analysis Flawed assumptions. Too many errors in financial analysis. Financial analysis does not support conclusion Investment Risks Missed too many important risk items, risk and conclusion are not logical Total 58

9 Presentation Scoring Criteria
Area Maximum Points Argument Did they use data effectively to support their recommendation? 25 Questions Were they able to answer questions effectively? Financial, Valuation and Other Analysis Were the financial analysis, valuation models and sensitivity analysis rigorous and appropriate? 20 Team Involvement Team involvement in the presentation / Questions and Answers 15 Poise Were they confident? Were they convincing? 10 Materials Quality of slides 05 Total 100

10 Mentors Name Company Amal Sandaratne, CFA Frontier Research
Rashmin Lokubandara, CFA Standard Chartered Bank Mifnaz Jawahar, CFA Allianz Insurance Lanka Ltd Nadika Ranasinghe, CFA Copal Amba Malaka Paranavitane, CFA Deshan Pushparajah, CFA Capital Alliance Partners Ltd

11 Judges Name Company Chanakya Dissanayake, CFA Copal Amba
Vindhya Jayasekera, CFA NDB Wealth Management Sahan Jayasooriya, CFA Agro Harapan Lestari Alastair Corera, CFA Orion Fund Management Jayantha Perera, CFA Richard Pieris Securities Buddhika Fernando, CFA

12 University of Colombo Name
Contact No: Address Nadeera Udawatta (Team Leader) Samanmalie Herath Mohamed Salman Cader Fiaz Mario Nihethan Ganeshathasan Isuru Chamal Perera Ganga Fernando (University Liaison) Rashmin Lokubandara, CFA (Mentor)

13 University of Kelaniya
Name Contact No: Address M N F Ishra (Team Leader) H M N P Herath H M S N K B Herath A M P C Amarakoon N M I K Narasinghe C S P K Fernando (University Liaison) Nadika Ranasinghe (Mentor)

14 University of Moratuwa
Name Contact No: Address Sachille Atapattu (Team Leader) Charith Udugama Duminda Darmadasa Arjuna Ahangama Akila Premasiri Gayithri Kuruppu (University Liaison) Amal Sandaratne, CFA (Mentor)

15 University of Sri Jayawardenapura
Name Contact No: Address Apoorwa De Alwis (Team Leader) N.P.P.C. Kumarasinghe Girga Karunanayake M.L.M. Nilham R.D.K.K. Nirupamala Devmali Perera (University Liaison) Mifnaz Jawahar , CFA (Mentor)

16 Royal Institute Name Contact No: Address Kaveen Ratnaweera (Team Leader) Jonathan Nugegoda Gayani Hurulle Eneeshya Hashinie Perera Hasini Jayasinghe Travis Gomes (University Liaison) Malaka Paranavitane, CFA (Mentor)

17 Asia pacific institute of information technology
Name Contact No: Address Prashan Kavinda (Team Leader) Manujaya Payagalage Thushan Madushanka Dinal Madushan Appuhamy Tharushi Navodya Bodiratne Nazeefa Fawzer (University Liaison) Deshan Pushparajah, CFA (Mentor)

18 Key Contacts Name Contact No: Address Zaffar Jeevunjee CFA Society Sri Lanka Research Challenge Chair Debbie Kundanmal Administrator CFA Society Sri Lanka Amanda Quinn Programme Manager Research Challenge CFA Institute +1 (434)

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