This afternoon (Thursday, February 18) the Milwaukee and Madison
CFA Societies will be hosting the 2016 CFA Investment Research Challenge. The
event will be held at the Milwaukee Athletic Club.
The CFA Institute Research Challenge offers students the unique
opportunity to learn from leading industry experts and compete with peers from
the world’s top finance programs. This annual educational initiative
promotes best practices in equity research among the next generation of
analysts through hands-on mentoring and intensive training in company analysis
and presentation skills.
The first ever CFA Institute Research Challenge competition was hosted by the
New York Society of Security Analysts in 2002 and involved just five teams from
the New York area. Since then, the competition has grown to involve thousands
of students from over 800 universities in more than 55 countries.
The Challenge gathers students, investment industry professionals,
executives from publicly traded companies, and corporate sponsors together
locally, regionally, and globally for a real world competition.
Participation in the Challenge promotes best practices in equity research and
company analysis, as students research, analyze, and report on a company as if
they are practicing analysts. Additionally, all participants are
introduced to and held to the standard of the CFA Institute Code of Ethics and
Standards of Professional Conduct.
How the Challenge Works: Local CFA Societies, CFA Institute, and other
organizations host and launch a local Research Challenge in conjunction with
their participating universities. The universities assemble teams of 3-5
business and finance students who work directly with a company in researching
and preparing a company analysis. The team’s final presentations are
locally evaluated by high-profile panels of heads of research, portfolio
managers, and chief investment officers from the world’s top firms. The
local champions advance to regional competitions in the Americas, Asia, and
Europe and then to the Global Finale.
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O’Malley, Schulz,
Canfield, Muth
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The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Participation in the Challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts. Additionally, all participants are introduced to and held to the standards of the CFA Institute Code of Ethics and Standards of Professional Conduct.
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Wycklendt, Woo, Connelly,
Reardon, Tran
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The CFA Societies of Milwaukee and Madison are proud to host the annual local levels of the CFA Institute Research Challenge. Participating universities in the Madison track include two teams from Marquette University, as well as teams from the University of Wisconsin-Madison and the University of Wisconsin-Whitewater.
The subject company is: ManpowerGroup (MAN). ManpowerGroup (formerly known
as ManPower Inc.) is an American multinational human resource consulting firm
headquartered in Milwaukee, Wisconsin, USA. Manpower provides recruitment and
assessment, training and development, career management, outsourcing, and
workforce consulting.
Marquette students participating the CFA Challenge include:
- Brendan O’Malley
- Colin Canfield
- Conor Connelly
- Joanne Wycklendt
- John (Connor) Muth
- Michael Reardon
- Patrick Schulz
- Paul Tran
- Ryan Woo
Dr. David Krause, AIM program director, who serves as the faculty advisor of the two Marquette CFA teams stated, "I'm very proud of the students who are participating in the Challenge. They have worked extremely hard and I'm proud of their work quality. This experience and the friendships established will stay with them throughout their careers. I can't say enough good things about the CFA Challenge - it is one of the very best experiential programs in academia. Best of luck to all of the teams in the Challenge."
