Thursday, November 11, 2021

TWO MARQUETTE UNIVERSITY TEAMS WILL PARTICIPATE IN THIS YEAR’S CFA RESEARCH CHALLENGE

 MILWAUKEE — November 11, 2021

Two teams of five students from Marquette University’s Applied Investment Management program will again participate in Chartered Financial Analyst’s Institute Research Challenge. This is the 14th consecutive year that the Marquette’s AIM program has entered a team. Marquette hopes to continue their winning tradition - over the past 13 years, 11 team have advanced beyond the Wisconsin local round of the CFA Research Challenge.

Dr. David Krause, AIM program director announced that Marquette will again be sponsoring two teams in the CFA Investment Research Challenge. The kickoff meeting for the CFA Challenge was held on November 10th.  The Milwaukee and Madison CFA Societies are again hosting the CFA Investment Research Challenge.

 Participating  universities and colleges in the local Wisconsin CFA Research Challenge include:

  • Marquette University (2 teams)
  • UW-Eau Claire
  • UW-Madison (2 teams)
  • UW-Green Bay
  • UW-Whitewater (2 teams)

According to Dr. Krause, “This marks the 14th year of AIM’s participation in the CFA Investment Research Challenge. Our past teams have enjoyed great success, and each former team member echoes the value of their experience. We are pleased to be hosting two teams again and are thankful for the Madison and Milwaukee CFA Societies for organizing the event.” More information about the CFA Challenge can be found at this web site: http://www.cfainstitute.org/community/challenge/. 

Marquette will again be sponsoring two teams from the AIM program in the 2021-2022 CFA Institute Research Challenge. Joining Marquette, UW-Eau Clair and UW-Green Bay will be participating in the CFA Society Madison Challenge and their subject company is Kohl's Corporation (ticker: KSS).

The members of Marquette’s teams include:

Marquette Blue Team – Industry Mentor Joe Hodes

  • Dominic Brisson
  • Madi Daleiden
  • Natalie Frey
  • Rishi Kumar
  • Christian Wilber

      

Marquette Gold Team – Mentor Drew North

  • Ciara Jones
  • Ben L'Empereur
  • Brett Selke
  • Ryan Witt
  • George Wong

                   

Objective of the Challenge: Provide a solid learning experience and exposure to the real world of investments through an investment research “competition” managed by investment professionals (Milwaukee and Madison CFA Societies). Preparation for this competition will introduce the students to the multiple steps that comprise the investment process, such as investment thesis development, company valuation, competitive analysis, and “selling” of investment thesis to a demanding audience.



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