Monday, April 11, 2016

Marquette AIM students will be heading to Chicago this week to compete in the Americas' CFA Institute Research Challenge


For the 7th Time in 8 Years Marquette’s AIM Program Has Advanced a Team to the Americas’ Level of the CFA Research Challenge
Image result for cfa institute research challengeAPRIL 2016
MILWAUKEE – In February the Applied Investment Management (AIM) team from Marquette University 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.
This marks the seventh time in the past eight years that Marquette’s AIM Program has advanced a team to the Americas’ Level of the CFA Research Challenge.

The Americas’ and Global Finals are hosted by CFA Institute and will be held in Chicago beginning on April 12. The winner from each local competition from around the world advanced to one of the three regional competitions. The winner from each regional competition (held on Wednesday, April 13) will advance to the CFA Global finals (held on Thursday, April 14 at 5:30 CST). The event is being held at the Hilton Chicago and additional information can be obtained at the CFA Institute Research Challenge website.
Image result for cfa institute research challengeThe 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.
 
Conor Connelly, Ryan Woo, Joanne Wycklendt, Paul Tran, and Michael Reardon
Team members include Conor Connelly, Michael 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.


The CFA Institute's Research Challenge is celebrating its 10th anniversary and they are bringing the 106 university teams from across the globe (including Marquette's AIM team members) to Chicago for the regional and global championship. This year there were more than 950 teams that participated in the CFA Research Challenge. 



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In conjunction with the CFA Research Challenge, the CFA Institute is also offering students the opportunity to participate in the ENGAGE® International Investment Education Symposium on Thursday, April 14. The CFA Challenge Global final, featuring the top university regional teams, 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 at least ten other AIM program students to the Challenge and conference."
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James Bianco
"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.”

Image result for cfa engage conference
 
 

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