Friday, February 28, 2020

Marquette University's AIM Team Wins Milwaukee CFA Investment Research Challenge and Will Participate in the Americas CFA Challenge

Marquette University's AIM Team Returns to the Americas CFA Challenge for the 10th Time in the Past 12 Years

Marquette AIM Team Wins 2020 Milwaukee CFA Institute Investment Research Challenge - Advances to Americas CFA Challenge in NYC in April

Marquette CFA Blue Team (Challenge Winners) 
Gino Piscopo, Benjamin Schmidt, Edward Eisenhauer, 
Daniel Ptacek and Connor Jones

Dr. David Krause, AIM program director stated that, "For the 10th time in the past 12 years, Marquette University will again be headed to the Americas round of the CFA Investment Research Challenge. To be clear, this is not easy – the competition is intense, and the quality of presentations continues to improve each year."

Universities and colleges that participated in the local two Wisconsin CFA Research Challenges included:
  • Carroll University
  • Carthage College
  • Milwaukee School of Engineering
  • Marquette University (2 teams)
  • UW-Eau Claire
  • UW-Madison
  • UW-Milwaukee
  • UW-Oshkosh
  • UW-Whitewater (2 teams)

According to Dr. Krause, “This marks the 12th 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 hosted two teams who were both excellent representatives of the AIM program - and, in fact, they were both in the running for 1st place – I was very uncertain of the judges’ outcome."  

More information about the CFA Challenge can be found at this web site:

Marquette's two teams from the AIM program in the 2019-2020 CFA Institute Research Challenge included the following:

Marquette Blue Team – Mentor Joe Hodes

Marquette CFA Gold Team: Andrew O’Neill, 
Matthew Prinske, Mary Kate Simon, 
Nicholas Goehring, and Alexander Penkwitz
Edward Eisenhauer
Connor Jones
Gino Piscopo
Daniel Ptacek
Benjamin Schmidt

Marquette Gold Team – Industry Mentor Drew North

Nicholas Goehring
Andrew O’Neill
Alexander Penkwitz
Matthew Prinske
Mary Kate Simon