Sunday, December 16, 2018

Marquette Students Visited Duluth Trading Company in Mr. Horeb, Wisconsin - This Year's CFA Research Challenge Company

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