Marquette finance students advance in CFA investment competition

March 5, 2018

Students head to Boston to compete in the CFA Institute's Research Challenge

MILWAUKEE — Five undergraduate students from Marquette University's Applied Investment Management program have advanced to the next round of the Charted Financial Analyst's Research Challenge. The CFA Institute's Americas regional competition will be held in Boston, March 19-20.

The Marquette students bested teams from Carroll University, the University of Wisconsin — Madison and UW — Milwaukee in the final presentations of the local competition, which was hosted by the CFA Society of Milwaukee.

Members of the winning team include Brooke Porath, Charles Muth, Connor Konicke, Andrew Crossman and Stephen Arcuri. (Editor's note: A team photo is available upon request.)

"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 54 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. This is eighth time in the past 10 years that an AIM team has advanced to the CFA Americas Regional Challenge — I believe this group of students will be contenders in Boston."

Winners of the Americas Regional Challenge will advance to the Global Final on April 27 in Kuala Lumpur, Malaysia. The CFA Institute will livestream the Americas Regional 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