Tuesday, April 16, 2019

Marquette students are busy preparing for the CFA Institute Research Challenge (Americas Regional and Global Finals April 23-25, 2109)

Marquette AIM students again advance to regional finals of CFA Research Challenge


Five students from Marquette University’s Applied Investment Management program have advanced to the regional finals of the Chartered Financial Analyst’s Institute Research Challenge. The CFA Institute’s Americas regional competition is April 23-24 in New York City. The Global Challenge will be held on April 25th.


CFA Institute Research ChallengeAmericas Regional and Global Final

23-25 April 2019
New York, USA
Teams from 53 local level competitions will move on to the regional event to compete for the title of Americas Champion. Teams will randomly be assigned to one of two Americas sub-regions and compete within those sub-regions to determine two Regional Champions. Prior to the semifinal round, a team of CFA Charterholders will grade the written reports, and these scores (along with the semifinal presentation score) will determine which teams advance to the regional finals. Following the semifinal round, scores will be based on presentation only. The two Americas Regional Champions will advance to the Global Final on 25 April to compete against the winning teams from the Asia Pacific and EMEA regions.
Venue:
New York Marriott Marquis
1535 Broadway
New York, NY
10036
Event Registration
All attendees must register here.
Marquette's CFA Research Challenge Team Members;
Michael Healy, Stephen Lane,Andrea Blomquist, Gregory Glaab, Tommy Borin
CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.

The CFA Institute Research Challenge is an annual, global competition that 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 and then write a research report on their assigned company with a buy, sell, or hold recommendation.


Fifty-six teams from throughout the Americas will compete for the title of Americas Regional Champion. The two winning teams will advance to the Global Final on 25 April to compete against the Asia Pacific and EMEA Regional Champions.

Agenda Overview:
23 April 2019
  • 3:30pm: Registration and Exhibits Open
  • 6:00pm: Welcome and Kickoff Meeting
  • 7:30pm: Opening Reception

24 April 2019
  • 8:00am: Americas Semifinal Rounds
  • 12:00pm: Lunch
  • 1:00pm: Advancement Announcement
  • 2:00pm: University Affiliation Program Overview
  • 3:15pm: Research Challenge Volunteer Session
  • 4:30pm: Americas Regional Finals
  • 8:00pm: Regional Final Celebration

25 April 2019
  • 10:00am: Rise Against Hunger Community Service Activity
  • 3:00pm: Global Final
  • 7:30pm: Global Final Reception

Details

  • When

  • Tuesday, 23 April, 2019 - Thursday, 25 April, 2019
    15:30 - 21:30
    Eastern Time

  • Where

  • New York Marriott Marquis
    1535 Broadway
    New York, New York 10036
    USA
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