Marquette’s AIM Team Wins Local Round of the CFA Research
Challenge and Advances to Americas’ Level of Competition in April for the 7th Time in 8 Years!
FEBRUARY 20, 2016
MILWAUKEE - The Applied Investment Management (AIM) team from
Marquette University has won the Madison round of the Chartered Financial
Analyst (CFA) Institute’s Annual Research Challenge, finishing first against teams from the University
of Wisconsin-Madison (Applied Security Analysis Program), University of
Wisconsin-Whitewater (Applied Investments Program), and another AIM team from
Marquette University.
The CFA Institute Research Challenge is an annual global
competition that provides university students with hands-on mentoring and
intensive training in financial analysis. Student teams work to research and
analyze a publicly traded company, write a research report highlighted by a
buy, sell, or hold recommendation, and then present and defend their findings
to a panel of industry experts.
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| Marquette AIM Team Advances to Americas' CFA Challenge |
Team members include Conor Connelly, Mike Reardon, Paul
Tran, Ryan Woo and Joanne Wycklendt. Providing coaching to the team is faculty
advisor Dr. David Krause, AIM program director, and industry mentor, Travis Keshemberg.
This win marks the seventh time in eight years that a Marquette AIM team has won
the Local Level CFA Challenge competition and advanced to the Americas Regional
round.
This year, the Americas, European and Asian regional
competitions will be held with the CFA Challenge Global final. These
competitions will be held during the week of April 11, 2016, in Chicago,
Illinois, at the Hilton Chicago Hotel. The CFA Institute is also offering
students attending the regional and global Challenge the opportunity to
participate in the ENGAGE® International Investment Education Symposium on Thursday,
April 14, 2016 in Chicago. The CFA Challenge Global final, featuring the top
four university teams from around the world, will immediately follow the
symposium. |
| Jim Bianco |
Dr. Krause said, “In addition to the AIM team competing in the Americas CFA Challenge - we’re looking forward to the ENGAGE student
academic conference. In April we are planning to bring other AIM program students to the Challenge and conference."
"The lineup
looks to be outstanding with many high-profile speakers who are among the best
and the brightest in the US corporate, government, and financial industry. We
especially are looking forward to Jim Bianco’s presentation. Jim is a Marquette graduate
and former student of mine – his research is highly regarded and his frequent appearances
on CNBC and Bloomberg are a testament to his expertise. It should be a fun and
informative week for our students in Chicago.”
