Friday, February 26, 2016

News Release from the CFA Society of Madison about the 2016 CFA Investment Research Challenge Results

From the CFA Society of Madison's Blog

  • ​CFA Society Madison announced today that Marquette (Team 1) has won the local competition of the CFA Institute Research Challenge and now advances to the Americas Regional where it will compete against universities from the United States, Canada, and Latin America.
    The Marquette team consists of Conor Connelly, Michael Reardon, Paul Tran, Ryan Woo, and Joanne Wycklendt. The team’s faculty advisor is Dr. David Krause, Ph.D and their Industry Mentor is Travis Keshemberg, CFA of Wells Fargo.


  • Each university sent a team of four to five students to participate in the local challenge. The CFA Society Madison Local Challenge was the first step of two for a local team to advance towards the global final in Chicago. The students from Marquette will now travel to the first-ever “super regional” where they will match their wits, analytical skills and presentation abilities against teams from around the world. All three regional competitions and the Global Final will take place the week of 11 April 2016 in Chicago.


  • The students presented their analysis and buy/sell/hold recommendations on ManpowerGroup (ticker: MAN).  Their presentation at the Local Finals was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.


  • Comments from the Team’s Advisor Dr. Krause
    “I'm very proud of the students who participated in the CFA Challenge. Both teams from Marquette worked extremely hard and I was delighted with their work quality. The experience and the friendships they established will stay with them throughout their careers. I can't say enough good things about the CFA Challenge - it is truly one of the best experiential programs in academia. Best of luck to all of the teams in the Challenge."  

  • Michael Reardon, Ryan Woo, Joanne Wycklendt, Paul Tran, Conor Connelly​

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