April 17, 2019

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MILWAUKEE — Five undergraduates from Marquette University’s Applied Investment Management program have advanced to the regional finals of the Chartered Financial Analyst’s Institute Research Challenge. The CFA Institute’s Americas regional competition is April 23-24 in New York City.

This is the ninth time in the past 11 years that an AIM team has advanced to the CFA Americas Regional Challenge.

Marquette’s Blue team was one of two representing the university at the CFA Institute Research Challenge in Madison, Wisconsin, Feb. 21, where the team beat out teams from Carthage College, UW-Milwaukee and UW-Eau Claire.

Members of the winning team include Andrea Blomquist, Tommy Borin, Gregory Glaab, Michael Healy and Stephen Lane

"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 56 teams who are moving on to the regional challenge is an incredible 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 the 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 in New York."

The top two teams from the Americas Final will advance to the Global Final at the same site the next day. The CFA Institute will livestream the Americas Final and Global Finals.

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. For more information, visit cfainstitute.org.

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About Kevin Conway

Kevin is the associate director for university communication in the Office of University Relations. Contact Kevin at (414) 288-4745 or kevin.m.conway@marquette.edu.