MARQUETTE FINANCE STUDENTS ADVANCE TO THE SEMI-FINAL ROUND OF THE AMERCIAS REGION OF THE CFA RESEARCH CHALLENGE

MARQUETTE FINANCE STUDENTS ADVANCE TO THE SEMI-FINAL ROUND OF THE AMERCIAS REGION OF THE CFA RESEARCH CHALLENGE

MILWAUKEE — March 29, 2021

Five students from Marquette University’s Applied Investment Management program have advanced from the Midwestern US sub-regional round of the Chartered Financial Analyst’s Institute Research Challenge to the semi-finals of the Americas region. This is the 11th time in the past 13 years that a Marquette AIM team has advanced beyond the Americas round of the CFA Research Challenge.

On Thursday, April 15^th, Marquette team will compete against Stetson University, University of Tulsa, and University of Maine. Throughout the regional round, scores will be based 100% on presentation scores. During the regional round, teams will be randomly assigned to semifinal breakouts. Teams will advance from the semifinal breakouts to the Regional Final.

The winner advances to the final round of the Americas on April 21^st with the Global finals the following day. The CFA Institute will livestream the Americas Final and Global Finals. Members of the winning team include Joseph Vitrano, Erik Floyd, Brook Seifu, Sean Dole, and Nicholas Rohrer. The team is advised by Dr. David Krause, faculty advisor and Joe Hodes, industry mentor and AIM alumnus.

"The CFA Institute Research Challenge is a rigorous global competition that tests our students' knowledge and application of investment management principles, ethics and professional standards," said Dr. David Krause, director of the AIM program. "To be among the few teams who are moving on to the sub-regional challenge is an honor for our students, and a testament to their hard work and commitment to the competition and their futures in the investment management profession. I'm very proud of all of our students who are participating in the CFA Challenge. Like past teams, they worked hard and delivered a quality product. I think they can do very well and I’m hopefully we continue to move forward in the competition."

About the CFA Institute Research Challenge

The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. 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. Through the course of the competition, which requires hundreds of hours of preparation, participants receive mentoring from a professional research analyst 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. Points are awarded to teams on the basis of their investment case, their poise, and their ability to answer the judges' questions. The teams are sponsored by local CFA Institute member societies or groups of volunteers, each of which previously hosted country heats of the Challenge. This year because of Covid-19, the challenges are being held virtually. For more information, visit cfainstitute.org.