Marquette’s AIM Team Wins Local Round of the CFA Research Challenge and Advances to Americas’ Level of Competition in April for the 7th Time in 8 Years!
FEBRUARY 20, 2016
MILWAUKEE - The Applied Investment Management (AIM) team from Marquette University has won the Madison round of the Chartered Financial Analyst (CFA) Institute’s Annual Research Challenge, finishing first against teams from the University of Wisconsin-Madison (Applied Security Analysis Program), University of Wisconsin-Whitewater (Applied Investments Program), and another AIM team from Marquette University.
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Student teams work to research and analyze a publicly traded company, write a research report highlighted by a buy, sell, or hold recommendation, and then present and defend their findings to a panel of industry experts.
|Marquette AIM Team Advances to Americas' CFA Challenge|
Team members include Conor Connelly, Mike Reardon, Paul Tran, Ryan Woo and Joanne Wycklendt. Providing coaching to the team is faculty advisor Dr. David Krause, AIM program director, and industry mentor, Travis Keshemberg. This win marks the seventh time in eight years that a Marquette AIM team has won the Local Level CFA Challenge competition and advanced to the Americas Regional round.
This year, the Americas, European and Asian regional competitions will be held with the CFA Challenge Global final. These competitions will be held during the week of April 11, 2016, in Chicago, Illinois, at the Hilton Chicago Hotel. The CFA Institute is also offering students attending the regional and global Challenge the opportunity to participate in the ENGAGE® International Investment Education Symposium on Thursday, April 14, 2016 in Chicago. The CFA Challenge Global final, featuring the top four university teams from around the world, will immediately follow the symposium.
Dr. Krause said, “In addition to the AIM team competing in the Americas CFA Challenge - we’re looking forward to the ENGAGE student academic conference. In April we are planning to bring other AIM program students to the Challenge and conference."
"The lineup looks to be outstanding with many high-profile speakers who are among the best and the brightest in the US corporate, government, and financial industry. We especially are looking forward to Jim Bianco’s presentation. Jim is a Marquette graduate and former student of mine – his research is highly regarded and his frequent appearances on CNBC and Bloomberg are a testament to his expertise. It should be a fun and informative week for our students in Chicago.”