Marquette Team Wins Milwaukee CFA Investment Research
Challenge
On February 15, 2018, Marquette University’s AIM ‘Blue’ team
won the Milwaukee CFA Investment Research Challenge held at the Best Western
Premier Park Hotel in Madison, Wisconsin. They advanced to the Americas Regional
Finals in Boston, Massachusetts on March 19-20, 2018.
Dr. David Krause, AIM program director and CFA team faculty
advisor, commented “I’m proud of the members of the AIM program who
participated in the CFA Research Challenge. Dr. Joseph Wall served as the team’s
industry mentor and I want to send out a special thank you to him for his
efforts to support the student teams. I believe that both the Blue and the Gold
teams could have been the overall winner – they both did an outstanding job. We
look forward to participating in the Americas Challenge in Boston next month.”
The members of the AIM Blue team included:
- Andrew
Crossman
- Brooke
Porath
- Charles
Muth
- Connor
Konicke
- Stephen
Arcuri
The
members of Marquette AIM “Gold” team included:
- Adam
Hamilton
- Grant
Runnoe
- Holly Kuffel
- Mitchel Beine
- Michael
Dennison
The Milwaukee CFA Society research company this year was
AptarGroup (ticker: ATR). The teams in the competition included students from:
- · Carroll University
- · Marquette University - Blue & Gold Team
- · UW-Madison
- · UW-Whitewater - Team 1 & Team 2
Each of
the teams in the local competition were required to make a 10-minute oral
presentation to a panel of judges followed by 10 minutes of Q&A. The panel graded
the presentation and Question and Answer competitions – and when combined with
the score on the written research report – were able to determine the winning
team.
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.
