Marquette Students in the CFA Research Challenge Traveled to Mt.
Horeb to Visit the CFO of This Year’s Subject Company - Duluth Holdings (ticker:
DLTH) [dba: Duluth Trading Company]
On Thursday, December 13, Dr. David Krause and the ten
Marquette AIM students particitpating in the CFA Investment Research Challenge
traveled to Mt. Horeb to visit Duluth Trading Company (ticker: DLTH).
Besides the members of Marquette University’s Gold and Blue
teams, students from Carthage College, UW-Eau
Claire and UW-Milwaukee were in attendance.
After a tour of one of the company’s retail stores
located on Main Street in Mt. Horeb, Xica Bashi of Duluth Trading greeted the students at
the firm’s new headquarters – located a few blocks away from the retail store.
Ms. Bashi provided a tour of the impressive building and answered general administrative
questions about the company.
The students then were introduced to Dave Loretta, Duluth’s Senior
Vice President and CFO, who provided a financial overview of the company. His
investor presentations was followed by a question and answer period during
which time students posed various questions.
Marquette students in the 2018-2019 CFA Research Challenge
include:
 |
| Blue Team: Glaab, Borin, Blomquist, Healy, Lane |
Blue Team
Andrea Blomquist
Tommy Borin
Gregory Glaab
Michael Healy
Stephen Lane
 |
| Gold Team: Tully, Wolfe, McMahon, Steinhafel, Senft |
Gold Team
Will McMahon
Jack Senft
Louisa Steinhafel
Matt Tully
Elizabeth Wolfe
Some of the upcoming key dates include:
Final report submission: February 7, 2019
Presentation: February 21, Best Western Park Hotel, Madison
Americas Research Challenge: April 23-24, New York Marriott
Marquis, New York
Global Research Challenge: April 25, New York
