Marquette University’s 2017 CFA Institute Research Challenge Teams
Visited Strattec Security Corporation on Wednesday, November 30, 2016
The CFA Institute Research Challenge offers students the unique
opportunity to learn from leading industry experts and compete with peers from
the world’s top finance programs. This annual educational initiative
promotes best practices in equity research among the next generation of
analysts through hands-on mentoring and intensive training in company analysis
and presentation skills. The first ever CFA Institute Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to involve tens of thousands of students from nearly 1000 universities in more than 55 countries.
The Challenge gathers students, investment industry professionals,
executives from publicly traded companies, and corporate sponsors together
locally, regionally, and globally for a real world competition.
Participation in the Challenge promotes best practices in equity research and
company analysis, as students research, analyze, and report on a company as if
they are practicing analysts. Additionally, all participants are
introduced to and held to the standard of the CFA Institute Code of Ethics and
Standards of Professional Conduct.
How the Challenge Works: Local CFA Societies, the CFA Institute, and
other organizations host and launch a local Research Challenge in conjunction
with their participating universities. The universities assemble teams of
3-5 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 in the
Americas, Asia, and Europe and then to the Global Finale.The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Participation in the Challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts. Additionally, all participants are introduced to and held to the standard.
The CFA Societies of Madison and Milwaukee are proud to host the annual local level of the CFA Institute Research Challenge. Participating universities include two teams from Marquette University, as well as teams from the University of Wisconsin-Madison, University of Wisconsin-Milwaukee, Milwaukee School of Engineering, University of Wisconsin-Eau Claire, Carthage College, University of Wisconsin-Whitewater, and the University of Wisconsin-Oshkosh.
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| Pat Hansen presents to CFA Challenge students |
Pat Hansen, Senior VP & CFO, provided an excellent overview of Strattec.
The informational session was followed by a question and answer period during
which teams posed questions to Mr. Hansen.
Marquette students participating the Challenge include:
- Andy Krueger
- Andy Reed
- Dan Drew
- Jaclyn Godwin
- Joe Kennedy
- Martha Wong
- Nicholas
Christman
- Richard Bernard
- Sarah Hillegass
- Steve Hoffmann
Marquette's 2017 CFA Research Challenge Teams
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| Sarah Hillegass, Martha Wong, Richard Bernard, Andy Krueger, Andy Reed |
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| Joe Kennedy, Nick Christman, Steve Hoffmann, Dan Drew, Jaclyn Godwin |
