Thursday, March 21, 2019

Marquette University AIM team won the local CFA Institute Research Challenge and now advances to the Americas Regional in April in NYC

Marquette University: 
Winner of Local 2019 CFA Institute Research Challenge in Madison

Students advance to the next level of the world’s leading investment research competition

CFA Society Madison announced today that Marquette University – Blue Team has won the local competition of the CFA Institute Research Challenge and now advances to the Americas Regional where it will compete against universities from the United States, Canada, and Latin America.

The Marquette University - Blue Team consists of Andrea Blomquist, Tommy Borin, Gregory Glaab, Michael Healy, and Stephen Lane.

The following universities competed with Marquette University at the CFA Society Madison Local Challenge:
  • Carthage College
  • Marquette University – Gold Team
  • UW-Eau Claire
  • UW-Milwaukee

Michael Healy,  Stephen Lane, Andrea Blomquist, Gregory Glaab, and Tommy Borin

Each university sent a team of four to five students to participate in the local challenge. 

The local challenge was the first step of two for a local team to advance towards the global final in New York. The students from Marquette University will now travel to the regionals where they will match their wits, analytical skills and presentation abilities against student teams from the Americas. 

This year, the Americas Regional competition will be held in New York on April 22-23.   The Global Final will be held on April 24th in New York as well.

Image result for marquette logoDr. David Krause, who serves as the faculty advisor of the Marquette CFA teams stated, "I'm very proud of the students who are participating in the CFA Challenge. Like past teams, they worked hard and delivered a quality product. This experience and the friendships established will stay with them throughout their careers. I can't say enough good things about the CFA Challenge - it is one of the very best experiential programs in academia. Best of luck to all of the teams in the Americas Challenge and we're pleased to be representing the Madison CFA Society."  

The students presented their analysis and buy/sell/hold recommendations on Duluth Trading Company.  Their presentation at the Madison Local Final was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.

Image result for cfa logo research challenge 

About the CFA Institute Research Challenge 

The CFA Institute Research Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for an annual competition. In order to promote best practices in equity research and company analysis, students research, analyze, and report on a company as if they are practicing analysts. Local CFA member societies and other affiliated groups host local level competitions of the Research Challenge in conjunction with the participating universities. 

The universities assemble teams of three to five business and finance students who work directly with a company in researching and preparing a company analysis. The team’s final presentations are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from the world’s top firms. The local champions advance to regional competitions for the Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA) and then to the Global Final, which will all take place in the same location this year. Additional information on the Research Challenge is available on the CFA Institute website,

Image result for cfa society of madisonAbout CFA Society Madison

CFA Society Madison promotes the highest ethical standards and professional excellence within the local investment community. CFA Society Madison is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 1995.

The Mission of CFA Society Madison is to provide our members and the local investment community with educational and networking opportunities while promoting the highest ethical standards by using our resources, expertise, and affiliation with CFA Institute.

About CFA Institute 
Image result for cfa institute logo
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. 

The end goal of the CFA is to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 150,000 members in 140 countries and territories.  For more information, visit (Bloomberg users can find CFA Institute at 497458Z.)