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Wisconsin MBA Students Named Winners of Milwaukee CFA Institute Research Challenge

Wisconsin MBA Students Named Winners of Milwaukee CFA Institute Research Challenge

by Lavilla Capener, Staff Wednesday, March 5, 2014

A team of MBA students from the Hawk Center for Applied Security Analysis have advanced to the regionals of the CFA Institute Research Challenge, a global contest that tests the skills of aspiring stock analysts. As part of the local competition sponsored by the CFA Society of Milwaukee, students researched and analyzed a public company (Associated Bank). This year marks the fifth time the team from the Wisconsin School of Business took home the top prize at the Milwaukee challenge. 

Members of the winning team are Sean Bidzinski, Matt Hsu, Sam Jacobsen, Jake Strole, and Chris Piel—all students in the school’s Applied Security Analysis Program. The group will compete next in the Americas Regional Challenge March 18-19 in Denver.

“We are lucky to have such a hard working group of students and feel privileged to represent the CFA Society of Milwaukee at the regional challenge,” said Brian Hellmer, CFA, director of the Hawk Center for Investment Analysis at the Wisconsin School of Business, and the group’s faculty advisor. “This win reflects the strength of our program and the caliber of students at the Wisconsin School of Business. Our goal as educators is to provide real-world skills to our students, and this group will walk away with invaluable professional experience from this competition.”

Wisconsin MBA Students Named Winners of Milwaukee CFA Institute Research Challenge

Drew Justman, CFA, an equity analyst at Madison Investment Advisors, served as a mentor to the team. The panel of judges included Brian Andrew, CFA, of Cleary Gull; Bill McGinnis, CFA, of Exponential Careers; and Peter Merkel, CFA, of Magis Management. 

This year, more than 100 CFA Institute societies worldwide will host local competitions with students from more than 650 universities in 55 countries. As part of the challenge, students perform an analysis of a public company, work with a professional mentor, write a research report, and present the report to a panel of judges. 

At the regional competition in Denver, the students will compete with teams from across Canada, the United States, and South America. The winners of the four regional challenges (Americas, New York, Europe, and Asia Pacific) will advance and compete in the global finals on April 25, 2014 in Singapore.