Marist College Captures CFA Research Challenge Regional Final at CFANY
A team of students from Marist College won the 2018 New York Region CFA Institute Research Challenge on March 2nd. As the local society winner, Marist College will represent CFANY at the Americas Regional competition on March 19-20 to be held in Boston, MA.
NEW YORK, NEW YORK — Marist College entered the CFA Institute Research Challenge for the for time three years ago. In that short period of time they became this year’s local champions, and will be representing CFANY at the Americas Finals. This year the students were assigned Domino’s Pizza as the subject company.
Event host CFA Society New York(CFANY)congratulates team members Jonathan Blake, Maura Sullivan, Steve Morrison, Dietrich Mosel, and Cory Lang, mentor Matt Epstein, CFA, and faculty advisor Brian Haughey, CFA, FRM, CAIA.
CFANY extends its gratitude and appreciation to this year’s sponsors, CFA Institute, Kaplan Schweser, and S&P Market Intelligence for their tireless support of CFANY’s initiative to reach out to the next generation of financial professionals. Our sponsors provided materials for students to start preparing for the CFA exam, as well as research and analytical tools used to prepare the report for the competition.
This year’s competition began in October 2017 with a field of 22 Universities and Colleges, all located within the Tri-State area, representing: Binghamton University, College of Staten Island, Columbia University, Fairfield University, Fordham University, Hofstra University, Iona College, Ithaca College, Macaulay Honors College, Marist College, Mercy College, Molloy College, New Jersey Institute of Technology, Quinnipiac University, Rensselaer Polytechnic Institute, Rutgers University, Saint Peter’s University, Seton Hall University, St. John’s University, Stony Brook University, The College of New Jersey, and The University at Albany.
At the kick-off in October each school was assigned an industry mentor from a pool of CFANY volunteers. While the students worked on their equity research, CFANY provided them with educational seminars on best practices for writing an equity research report, how to use the internet for research, and how to make a presentation to a panel of judges. Special thanks to Madhavi Venkatesan, PhD, John Longo, CFA, and CFANY Toastmasters for taking the lead in these seminars. Included in these seminars was a CFA Institute produced online course on ethical guidelines for finance professionals.
In January 2017, each team presented a written research report which was then graded by a group of CFANY volunteers, followed by a team presentation to a group of judges in February. The presentation lasted for 10minutes, with an additional 10minutes for Q&A. On March 2nd, the four teams with the highest combined score (written report and presentation) —Binghamton University, Fordham University, Marist College and Seton Hall University—which included an oral presentation and a written report, presented their equity research to a group of judges. Marist College was the winner from this group of finalists.
CFANY appreciates all the CFANY volunteers that mentored, graded and judged in this year’s competition: Alex Kosoglyadov, CFA, Alex Pekler, CFA, Allison Poliniak, CFA, Ana Lai, CFA, Anna Toshach, CFA, Andrea Urban, CFA, CAIA, Caitlin Kaldany, CFA, Carol McDermott, CAIA, Charles Gregoro, CFA, Cindy Motz, CFA, Daniel Barile, CFA, CAIA, David Dineen, CFA, Ed Maguire, Eric Fernandez, CFA, Gordon Faux, CFA, Henrik Jeppesen, CFA, CAIA, Isaac Tak, CFA, James Brace, CFA, John Barr, CFA, John Cusick, CFA, John Wong, CFA, Juan Bayuelo, Karl Mergenthaler, CFA, CAIA, Leo Schmidt, CFA, Leslie Lammers, CFA, Marya Savola, CFA, Matt Epstein, CFA, Michael Sicari, CFA, Mike Choi, CFA, Peter Nesvold, CFA, Rafay Khalid, CFA, Rahul Pande, CFA, Ravi Aekambaram, CFA, Rick Konrad, CFA, CFP, Rick Seto, CFA, Rob King, CFA, Ryan Sterling, CFA, Suzana Zayed, CFA, Tim Parker, CFA, Vikas Chelluka, CFA, and Vishal Mishra.
CFANY is continuously looking for volunteers to participate in this enriching and rewarding initiative, as part of the University Outreach Program. If you are interested in helping, please contact Mario Carias at [email protected] or at 646 871 3407.