Presentation is loading. Please wait.

Presentation is loading. Please wait.

CFA SRI LANKA RESEARCH CHALLENGE 2014 / 15. CFA INSTITUTE RESEARCH CHALLENGE 2 To make data on a chart easier to read, CFA Institute Market Intelligence.

Similar presentations


Presentation on theme: "CFA SRI LANKA RESEARCH CHALLENGE 2014 / 15. CFA INSTITUTE RESEARCH CHALLENGE 2 To make data on a chart easier to read, CFA Institute Market Intelligence."— Presentation transcript:

1 CFA SRI LANKA RESEARCH CHALLENGE 2014 / 15

2 CFA INSTITUTE RESEARCH CHALLENGE 2 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 3 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. REGIONAL & GLOBAL DATES EventDateLocation Americas Regional15 – 16 April 2015Atlanta, Georgia USA EMEA Regional01 – 02 April 2015Amsterdam Netherlands Asia Pacific Regional11 – 12 March 2015Manila Philippines Global Final17 April 2015Atlanta, Georgia USA

4 TIME LINE – DateMilestone 04 JulyKick-off meeting / Company Presentation Singer Sri Lanka PLC 01 AugustQ&A with the Management of Singer Sri Lanka PLC 29 AugustSubmit 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 OctoberFour finalists announced 07 NovemberFinalists to present to a panel of judges 20 NovemberWinner announced at CFA Graduation Ceremony

5 Click the icon to add an image. The photo will be cropped to fit the placeholder. KICK OFF MEETING AGENDA – 04 JULY 2014 SEC AUDITORIUM, 29 TH FLOOR, EAST TOWER, WORLD TRADE CENTRE 5 TimeProgram Introduction to the Research Challenge – Zaffar Jeevunjee 0930 – 1000 Presentation – Winners of 2013/14 Research Challenge – University of Colombo 1000 – 1045Company Presentation – Singer Sri Lanka PLC 1045 – 1115Q & A 1115 – 1200Refreshments / 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 Click the icon to add an image. The photo will be cropped to fit the placeholder. Q&A WITH SINGER SRI LANKA PLC SEC AUDITORIUM, 29 TH FLOOR, EAST TOWER, WORLD TRADE CENTRE 6 TimeProgramme 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 Click the icon to add an image. The photo will be cropped to fit the placeholder. WRITTEN REPORT SCORING CRITERIA 7 SectionsMaximum Points Investment Summary20 Valuation20 Business Description05 Other Headings05 Industry Overview & Competitive Positioning15 Financial Analysis20 Investment Risks15 Total100

8 Click the icon to add an image. The photo will be cropped to fit the placeholder. SAMPLE 8 SectionMaximum Points Comments Investment Summary12 Not logical, no or insufficient summary of salient points, strategy is not grounded in Financials Valuation08 Method is flawed, not substantiated with industry information Business Description03 Lack of sufficient information to support recommendation Other Headings03 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 Analysis12 Flawed assumptions. Too many errors in financial analysis. Financial analysis does not support conclusion Investment Risks10 Missed too many important risk items, risk and conclusion are not logical Total58

9 Click the icon to add an image. The photo will be cropped to fit the placeholder. PRESENTATION SCORING CRITERIA 9 AreaMaximum Points Argument Did they use data effectively to support their recommendation?25 Questions Were they able to answer questions effectively?25 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 Answers15 Poise Were they confident? Were they convincing?10 Materials Quality of slides05 Total100

10 Click the icon to add an image. The photo will be cropped to fit the placeholder. MENTORS 10 NameCompany Amal Sandaratne, CFAFrontier Research Rashmin Lokubandara, CFAStandard Chartered Bank Mifnaz Jawahar, CFAAllianz Insurance Lanka Ltd Nadika Ranasinghe, CFACopal Amba Malaka Paranavitane, CFACopal Amba Deshan Pushparajah, CFACapital Alliance Partners Ltd

11 Click the icon to add an image. The photo will be cropped to fit the placeholder. JUDGES 11 NameCompany Chanakya Dissanayake, CFACopal Amba Vindhya Jayasekera, CFANDB Wealth Management Sahan Jayasooriya, CFAAgro Harapan Lestari Alastair Corera, CFAOrion Fund Management Jayantha Perera, CFARichard Pieris Securities Buddhika Fernando, CFACopal Amba

12 Click the icon to add an image. The photo will be cropped to fit the placeholder. UNIVERSITY OF COLOMBO 12 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) om

13 Click the icon to add an image. The photo will be cropped to fit the placeholder. UNIVERSITY OF KELANIYA 13 NameContact No: Address M N F Ishra (Team Leader) H M N P H M S N K B A M P C N M I K C S P K Fernando (University Liaison) Nadika Ranasinghe (Mentor) a.com

14 Click the icon to add an image. The photo will be cropped to fit the placeholder. UNIVERSITY OF MORATUWA 14 NameContact No: Address Sachille Atapattu (Team Leader) Charith Udugama Duminda Darmadasa Arjuna Ahangama Akila Premasiri Gayithri Kuruppu (University Liaison) Amal Sandaratne, CFA (Mentor)

15 Click the icon to add an image. The photo will be cropped to fit the placeholder. UNIVERSITY OF SRI JAYAWARDENAPURA 15 NameContact No: Address Apoorwa De Alwis (Team Leader) N.P.P.C. Kumarasinghe Girga M.L.M. Nilham R.D.K.K. Nirupamala Devmali Perera (University Liaison) 0777 Mifnaz Jawahar, CFA (Mentor)

16 Click the icon to add an image. The photo will be cropped to fit the placeholder. ROYAL INSTITUTE 16 NameContact No: Address Kaveen Ratnaweera (Team Leader) Jonathan Gayani Eneeshya Hashinie Perera Hasini Travis Gomes (University Liaison) Malaka Paranavitane, CFA (Mentor) a.com

17 Click the icon to add an image. The photo will be cropped to fit the placeholder. ASIA PACIFIC INSTITUTE OF INFORMATION TECHNOLOGY 17 NameContact No: Address Prashan Kavinda (Team Leader) m Manujaya Payagalage m Thushan Madushanka o.com Dinal Madushan Tharushi Navodya Nazeefa Fawzer (University Liaison) Deshan Pushparajah, CFA (Mentor) com

18 Click the icon to add an image. The photo will be cropped to fit the placeholder. KEY CONTACTS 18 NameContact No: Address Zaffar Jeevunjee CFA Society Sri Lanka Research Challenge Chair Debbie Kundanmal Administrator CFA Society Sri Lanka ociety.org Amanda Quinn Programme Manager Research Challenge CFA Institute +1 (434) te.org


Download ppt "CFA SRI LANKA RESEARCH CHALLENGE 2014 / 15. CFA INSTITUTE RESEARCH CHALLENGE 2 To make data on a chart easier to read, CFA Institute Market Intelligence."

Similar presentations


Ads by Google