Thursday, February 15, 2018

Marquette's "Blue" Team Wins the Milwaukee CFA Investment Research Challenge and Advanced to the Americas Challenge in Boston

Marquette Team Wins Milwaukee CFA Investment Research Challenge

On February 15, 2018, Marquette University’s AIM ‘Blue’ team won the Milwaukee CFA Investment Research Challenge held at the Best Western Premier Park Hotel in Madison, Wisconsin. They advanced to the Americas Regional Finals in Boston, Massachusetts on March 19-20, 2018. 

Dr. David Krause, AIM program director and CFA team faculty advisor, commented “I’m proud of the members of the AIM program who participated in the CFA Research Challenge. Dr. Joseph Wall served as the team’s industry mentor and I want to send out a special thank you to him for his efforts to support the student teams. I believe that both the Blue and the Gold teams could have been the overall winner – they both did an outstanding job. We look forward to participating in the Americas Challenge in Boston next month.”

The members of the AIM Blue team included: 
  • Andrew Crossman
  • Brooke Porath
  • Charles Muth
  • Connor Konicke
  • Stephen Arcuri 
The members of Marquette AIM “Gold” team included:
  • Adam Hamilton
  • Grant Runnoe
  • Holly Kuffel
  • Mitchel Beine
  • Michael Dennison
The Milwaukee CFA Society research company this year was AptarGroup (ticker: ATR). The teams in the competition included students from:
  • ·         Carroll University
  • ·         Marquette University - Blue & Gold Team
  • ·         UW-Madison
  • ·         UW-Whitewater - Team 1 & Team 2

Each of the teams in the local competition were required to make a 10-minute oral presentation to a panel of judges followed by 10 minutes of Q&A. The panel graded the presentation and Question and Answer competitions – and when combined with the score on the written research report – were able to determine the winning team.

 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.