Marquette’s Applied
Investment Management (AIM) team among 54
advancing and more than 5,000 students competing worldwide
Milwaukee, Wisconsin,March 2, 2018
Marquette’s AIM program students are
already making their mark in the investment management profession. The AIM team
again won the Milwaukee-area final of the CFA
Institute Research Challenge, an annual global competition that
provides university students with hands-on mentoring and intensive training in
financial analysis. They will advance to the Americas Regional
Challenge on 19-20 March in Boston. Students from 427 universities in the
Americas Region participated in local competitions, and the Marquette’s AIM team is among 54 local winners advancing
to the regional challenge.
Brooke Porath, Charles Muth, Connor Konicke, Andrew Crossman
and Stephen Arcuri comprise Marquette’s team headed to Boston, along with
Faculty Adviser Dr. David Krause and Industry Advisor Dr. Joseph Wall.
“The CFA
Institute Research Challenge is a rigorous global competition that tests our
students’ knowledge and application of investment management principles,
ethics, and professional standards,” said Dr. Krause, director of Marquette’s
Applied Investment Management program. “To be among the 54 teams who are moving
on to the regional challenge is an incredible honor for our students, and a
testament to their hard work and commitment to the competition and their
futures in the investment management profession. This is eighth time in the
past ten years that an AIM team has advanced to the CFA Americas Regional
Challenge – and I believe this group of students will be contenders in Boston.”
Winners of
the Americas Regional Challenge will advance to the Global Final on 27 April in
Kuala Lumpur, Malaysia, where they will compete against the winners of the EMEA
and APAC regional competitions. CFA Institute will livestream the Americas Regional and Global Finals so Marquette fans can watch live and cheer on the
team.
The CFA
Institute Research Challenge is a rigorous
competition that allows teams to experience the responsibility and
competitive nature of the investment management profession. The competition began
in 2002 and involved just five teams from the New York area. Over the years,
the Research Challenge has grown, and in 2018, involves more than 5,000 students from 1,000 universities in more than 80
countries across the globe. Recent
global winners include: Barna Management
School, Dominican Republic, 2017; University of Waterloo, 2016; and Canisius
College, 2015.
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| Marquette's AIM team advanced to CFA Americas Challenge |
About the CFA
Institute Research Challenge
The
CFA Institute Research Challenge is a global competition that tests the equity
research and valuation, investment report writing, and presentation skills of
university students. 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.
Through the course of the competition, which requires hundreds of hours of
preparation, participants receive mentoring from a professional research
analyst as they analyze a publicly traded company, write a professional
research report, and present their research results and recommendations to a
high-profile panel of experts. Points are awarded to teams on the basis of
their investment case, their poise, and their ability to answer the judges’
questions. The teams are sponsored by local CFA Institute member societies or
groups of volunteers, each of which previously hosted country heats of the
Challenge. For more information, visit www.cfainstitute.org.
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CFA Institute Research Challenge At-a-Glance
This annual global competition provides
university students with hands-on mentoring and intensive training in
financial analysis. Students work in teams to research and analyze a publicly
traded company. Each team writes a research report on their assigned company
with a buy, sell, or hold recommendation and then presents and defends their
analysis to a panel of industry professionals.
2018 Competition Overview
Social Media Information
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