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Industry Mentor Guidelines

posted Sep 7, 2011, 5:57 AM by Biharilal Deora CFA   [ updated Sep 15, 2011, 5:18 AM ]
  • Reports are for educational purposes only, and the information contained in them may not be used by mentors to make recommendations to clients or to the public at large.
  • Student contact with mentors will be limited to a maximum of 3 face-to-face meetings, not to exceed 6 hours total, prior to submitting the written report. Phone calls, emails and any additional contact are included in these 6 hours. Teams may spend an additional 2 hours with their mentors for each local, regional, or global final in which the team participates.
  • Students are preparing these reports from the perspective of a sell-side analyst. They can read existing research on the company, but all analysis should be their own. They should not cut and paste analysis from another source into their written reports or presentations.
  • Mentors will be allowed to review students’ written work and provide comments only. Mentors will not be allowed to perform any research or write any portion of the report.
  • Mentors may not contact the subject company, or any of its affiliates, distributors, suppliers or competitors within the context of the Challenge, with the exception of supervising student contacts.
  • Mentors may not participate in the company presentation. If they are allowed by the local society to be present, it is only in a supervisory role, to ensure that no material non-public information is discussed. Mentors may not ask any questions to or provide any opinions of the company. Presence at the company presentation in this capacity will not count toward the six-hour maximum.
  • The teams typically consist of both undergraduate and graduate students. As such, their range of knowledge may vary greatly. None are CFA Charterholders or have worked previously in equity analysis. The primary responsibility of the mentor is to inject a “real-world” industry perspective into the students’ theoretical knowledge base. Mentors should not be responsible for teaching students how to perform a DCF or other analysis. This should be the job of the faculty advisor(s).
  • Students must follow the format of the report template exactly, and will be penalized by graders for failure to do so.
All Students/Mentors are advised to strictly adhere to following guidelines. For Questions, Please email