Thursday, February 18, 2016



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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.

 

CFA InstituteThe 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.

 

Image result for cfa society madison milwaukeeThe 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.

 

Image result for cfa society madison milwaukeeHow 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



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


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."  

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