Two Marquette AIM Program Teams
competed in the Local CFA Challenge this year
February 2016– The CFA
Society of Madison hosted the local round of the CFA Institute’s
Investment Research Challenge. For the first time, Marquette University’s Applied
Investment Management (AIM) program hosted two teams in the 2016 competition. The
CFA Institute is the global association of investment professionals made up of
portfolio managers, investment advisors, educators and other financial
professionals.
During the local CFA Investment Research Challenge, which
was held at the Milwaukee Athletic Club in Milwaukee, the two Marquette teams
competed against each other and two other teams of students from UW-Whitewater and the UW-Madison.
As previously reported, one of the Marquette teams won the Local Challenge and
will be headed to Chicago in April for the Americas Regional round of the
competition.
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| Conor Muth, Brendan O’Malley, Patrick Schulz, and Colin Canfield |
Dr. David Krause, AIM program director said, “I m proud of
the performance of both AIM teams. The team of Brendan O’Malley, Conor Muth, Colin Canfield,
and Patrick Schulz did an outstanding job. Their written presentation was excellent
– and was one of the best I have read in the past eight years since we’ve been competing
in the Challenge. This was a very talented
group and I believe they would have likely won the local event if the other AIM
team had not been in the Challenge. All of these students have been exemplary
members of the Applied Investment Management program. They will be graduating
in May 2016 and each has an excellent job waiting for them. I truly enjoyed working with this group --- they’re champions in my world and I couldn’t be prouder of them.”
The CFA Institute Research Challenge offers
students the unique opportunity to develop and present an equity research
report and compete on a global basis. Students will learn from leading industry
experts and their mentors and peers from the world’s top business schools. This
annual educational initiative is designed to promote best practices in equity
research among the next generation of analysts through hands-on mentoring and
intensive training in company analysis and presentation skills.
Dr. David Krause added: “This year’s competition was a very
challenging event for the students taking part. All of the teams did an
excellent job presenting their recommendations and we wish to thank the CFA
Societies of Madison and Milwaukee for hosting the Challenge. It gives students
the chance to meet some of the finest investment professionals in the state and
to interact with students from other schools. The CFA Challenge supports
our educational efforts and helps groom the investment professionals of
tomorrow.”
