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12 November 2021 | Story Leonie Bolleurs | Photo Supplied
The group that went through to the finals of the CFA Institute Research Challenge, was from the left: Jan Hendrik Grobbelaar; Frans Benecke, Dr Ivan van der Merwe, Sacha Bourquin, and Johann Schlebusch.

Due to their knowledge and skills, charter holders are in high demand in the finance industry. A Chartered Financial Analyst (CFA) qualification sets extremely high standards of integrity and excellence, and these professionals are thus highly sought after in the investment management industry.

Dr Ivan van der Merwe, Lecturer in the Department of Economics and Finance at the University of the Free State (UFS), says the CFA Society South Africa recently (27 October) hosted the 13th annual local edition of the CFA Institute Research Challenge. “This research challenge is an annual global competition in equity research presented by the CFA Institute, which is the global representative body for CFA charter holders.”

Exceptional performance 

In a very competitive university challenge, one of the two UFS teams that entered made it through to the regional finals, along with one team each from the University of Johannesburg (UJ), the University of Stellenbosch Business School (USB), and the University of Cape Town (UCT).

Besides having the opportunity to compete with the best, the research challenge also offered students the chance to learn from leading industry experts on how to perform in-depth company analysis and to present their findings,” says Dr Van der Merwe. 

He explains that during this challenge, students had to assume the role of a sell-side research analyst and were scored by a CFA judging panel on their ability to value a specific company – Impala Platinum in this case. They had to write a concise report that covered various aspects related to the company’s business activities, structure, governance, finances, etc., after which they had to present their recommendation in terms of buying or selling the company. In addition, finalists also had to make a formal presentation via Zoom to a panel of judges from the CFA Society South Africa, where they had to justify their valuation by answering several questions posed by the judges. 

“Although the team from USB won the finals, it was still an exceptional performance for the UFS to make it to the top four teams in the country,” states Dr Van der Merwe.

Mentored by the best

Selection of the two teams of four members each representing the UFS during the 2021 challenge was based on the students’ performance during the first semester of their BCom Honours (specialisation in Financial Economics and Investment Management) in the Department of Economics and Finance.

Once selected to enter the competition, the team members were coached by an industry mentor as well as a faculty adviser. 

Dr Van der Merwe, who was the team’s adviser, says, “I was very impressed with the dedication that this group showed during the competition. It took many days and even some sleepless nights for them to produce an impressive final product within a short period.”

He believes the experience they gained during this challenge will stand them in good stead. “To successfully complete a very stressful live presentation and subsequent question session was a confidence builder for the teams. They made us proud and will inspire future Finance students at the UFS to follow in their footsteps.”

Winners of the regionals will proceed to participate in the international final, which is, according to Dr Van der Merwe, an extremely prestigious achievement, since more than 1 000 universities compete annually.  

News Archive

Samantha excels as Dux student
2011-10-26

 

Samantha Renda-Dollman with Dr Choice Makhetha, the sponsor of the DUX Award trophy and Vice-Rector: External Affairs. Sharing the moment with them is Prof. Willie van Zyl, Assistant Campus Principal: Academic.
Photo: Thabo Kessah

Samantha Renda-Dollman, a BSc (Zoology) student at our Qwaqwa Campus has obtained 19 distinctions out of the 22 modules she has written since 2009.

This was revealed during the 2011 Annual Student Affairs Excellence Awards that were held at the Qwaqwa Campus to honour academic, sport and cultural excellence. Her hard work earned Samantha the prestigious Dux student award, which makes her the best overall academic performer of the entire student body at this campus of the UFS. This award was presented to her by its sponsor, Dr Choice Makhetha, Vice-Rector: External Affairs, herself a former Dux student.
 
Considering her achievements to date, Samantha agrees with the Greek philosopher, Aristotle, who believed that  ”we are what we repeatedly do; excellence then is not an act, but a habit.” According to Samantha, one of her biggest achievements was winning a national poetry competition in 2000 whilst she was still at a primary school.
 
“I am happy to be the 2011 Dux student, as it proves that hard work indeed pays. If you commit yourself to working hard all the time and do lots of studying, then achievements like this will come your way,” she said.
 
Samantha’s immediate plan is to finish her degree and then venture into studying for an honours degree in entomology. “I would like to do my bit in the academic world. That’s where I think my future lies,” she concluded.
 
Samantha also received the award for the best-performing second-year student in the Faculty of Agricultural and Natural Sciences.

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