Wednesday, April 20, 2016

Last Week Marquette's AIM Team Competed in the Semi-Final Round of the Americas CFA Research Challenge

7th Time in the Past 8 Years that a Marquette AIM Has Advanced to the Americas Level of the CFA Research Challenge
A team of students from the Applied Investment Management (AIM) program from Marquette University competed last week in the semi-final round of the Americas Region in the tenth annual CFA Institute Research Challenge.
The team consisted of: Paul Tran, Ryan Woo, Michael Reardon, Conor Connelly, and Joanne Wycklendt. They presented ManpowerGroup (MAN) before a panel of CFA judges - and unfortunately they did not advance to the final round of the Americas CFA Institute Research Challenge.

Michael Reardon, Paul Tran, Joanne Wycklendt, Ryan Woo and Conor Connelly

The CFA Research Challenge is an annual educational initiative that promotes best practices in equity research through hands-on mentoring and intensive training in company analysis and presentation skills. The annual competition, considered ‘the investment Olympics’ for university students, comprised over 1000 teams from universities across North and South America, Europe and Asia. 
The event is being held this year in Chicago and is hosted by the CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credential. The Americas regional was made up of more than 60 teams from leading universities and business schools across the region.
Dr. David Krause, Marquette’s AIM program director stated, “Congratulations to the Marquette students for winning the local competition and advancing to the 2016 CFA Institute Research Challenge Americas Regional. This challenge is one of the most rigorous and competitive financial competitions globally, and I’m very proud of the team. They went above and beyond – I believe they embody the commitment that students at Marquette display. They help support of our mission which is one of service, integrity, stewardship and ethical excellence.”

The CFA Institute Research Challenge offers students the unique opportunity to learn applicable professional skills from leading industry experts and gain real-world experience as they assume the role of a research analyst. Through the course of the competition, which requires hundreds of hours of preparation, participants receive mentoring from an industry professional as they analyze a publicly traded company, write a professional research report, and present their research results and recommendations to a high-profile panel of experts. Ethics and professional standards are at the core and all participants are held to the CFA Institute Code of Ethics and Standards of Professional Conduct. Points are awarded to teams on the basis of their investment case, their poise, and their ability to answer the judges’ questions.
The 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: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 137,000 members in 145 countries and territories, including 130,800 CFA charterholders, and 147 member societies. For more information, visit
Here is the complete list of universities that competed in the European, Americas, and Asian Regional Level of the 2016 CFA Research Challenge:

Universidad Adolfo Ibáñez
Southern Methodist University
Braindeis University
University of Texas at San Antonio
California State University - Long Beach
University of Connecticut
University of Utah
McGill University
Ohio State University
Appalachian State University 
University of Waterloo
University of San Francisco
Illinois Institute of Technology
Arizona State University
Creighton University 
University of Wisconsin - Milwaukee
Universidad Argentina de la Empresa 
Walsh University 
Loyola University Maryland
Binghamton University 
Penn State Behrend
University of Alberta
Whitworth University
Drake University
Canisius College
College of William & Mary
Grand Valley State University

San Diego State University
Milsaps College
University of Missouri
Ursinus College
University of Hawaii
Colorado State University
North Dakota State University
Belmont University
Fundação Getulio Vargas - Sao Paulo
California Polytechnic State University
Saint Mary's University
University of Kansas
Boise State University
Portland State University
Marquette University
Indiana University Southeast
Seattle University
BARNA Business School
Universidad Externado de Colombia
ITESM de Monterrey - Ciudad de México
Florida Atlantic University
Universidad del Pacifico
University of Georgia
Simon Fraser University
Peking University
Southwest University of 
Political Science & Law
Peking University HSBC Graduate School of Business
The Hong Kong University of Science & Technology
Indian Institute of Management, Tiruchirappalli
Symbiosis Centre for Management and Human Resource Development
Universitas Indonesia
Kyoto University
Korea University
University of Malaya
University of Melbourne
Auckland University of Technology
Institute of Business Administration, Karachi
Curtin University
Ateneo de Manila University
Shanghai Jiao Tong University
National University of Singapore
University of Colombo
University of Sydney
National ChengChi University
Chulalongkorn University
Foreign Trade University - Ho Chi Minh City Campus
Vienna University of Economics & Business
Bahrain Polytechnic
Erasmus University of Rotterdam
American University in Bulgaria
Cyprus International Institute of Management
Charles University in Prague
Strathmore University
American University in Cairo
BITS Pilani - Dubai
Aalto University
Université Paris-Dauphine
Frankfurt School of Finance & Management
University of Macedonia
Corvinus University of Budapest
Trinity College Dublin
Bogazici University
Politecnico di Milano
Kuwait University
American University of Science & Technology
Charles Telfair Institute
Wroclaw University of Economics
Universidade Catolica Portuguesa
Academia de Studi Economice Bucuresti
Higher School of Economics
Moscow State University
King Saud University
University of Ljubljana
University of Johannesburg
IE Business School
KTH Royal Institute of Technology
University of Lausanne
Kyiv National Economic University
University of Stirling