Saturday, February 14, 2009

Marquette AIM Team Advances to the Finals of the Wisconsin CFA Global Investment Research Challenge

On February 9, the CFA Society of Milwaukee announced that the CFA Global Investment Research Challenge teams from Marquette University and UW-Milwaukee had advanced to the finals. In addition to Marquette and UWM, participating universities in this year’s challenge included: Alverno College, Carroll University, Milwaukee School of Engineering, University of Wisconsin-Madison, University of Wisconsin-Whitewater, and Wisconsin Lutheran College.

The Wisconsin Investment Research Challenge is part of the CFA Institute’s Global Investment Research Challenge. This eight month real-world educational initiative involves leading industry professionals teaching finance students how to research and report on publicly traded companies. It consists of training in research and report writing, analysis of public companies, mentoring by a professional research analyst, assessment of written reports, and oral presentation of research to a high-profile panel of investment experts. The CFA Society of Milwaukee introduced the Challenge as a means to promote best and ethical practices in research among the next generation of analysts.

The two finalist teams were selected on the basis of their written investment research reports on Badger Meter (NYSE: BMI). Ten minute oral presentations by both teams – followed by a question and answer period - will be held on February 18 at the Milwaukee Athletic Club following a lunch hosted by the CFA Society of Milwaukee. A panel of experts, selected by the CFA Society, will grade the presentations and a winner will be selected from the finalists based on the combined scores of the written reports and the oral presentations (weighted 50% for the written report and 50% for the oral presentation).

The winner of the Wisconsin CFA Global Investment Research Challenge was advance to the Americas Regional Investment Research Challenge which will be held on March 19 in New York City. The Global Finale will be held on April 2, 2009, in London, UK, where the regional champions from Asia-Pacific, Americas, and Europe-Middle East-Africa will vie for the Global Investment Research Challenge title.

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