Wednesday, March 27, 2013

CFAI Investment Research Challenge New York Regional Winners

Outside of writing this blog one of my activities is volunteering at the New York Society of Security Analysts (NYSSA) currently as the Vice Chairman.  NYSSA is one of the founding societies of what later became the CFA Institute and has approximately 9,000 members.  It is committed to the promotion of best practices and the highest professional and ethical standards in the investment industry.
 
Eleven years ago NYSSA introduced the Investment Research Challenge as a way to promote best practices among the next generation of analysts.  Since then it has grown into a global competition organized by the CFA Institute.  The CFAI Research Challenge is an annual educational program where leading investment professionals teach business and finance students how to research and report on a publicly traded company. 
 
Today I have the honor of being with the team from Fordham University, the winners of the New York Regional Final at the Nasdaq market site for the closing bell.  Ken Boswell, Paul Kearney, Jonathan LaSala and Elaine Lou did an exceptional job researching, reporting and presenting on Microsoft with the guidance of their faculty advisor Roberst Fuest and mentor Michael Kiernan.  All of their hard work, effort and sacrifice these past few months is extremely impressive.  Congratulations and good luck to them at the Global Finals in London in April!

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