CFA Global Investment Research Challenge

Posted: Thursday, March 7th 2013 at 2:38 PM

Three students from The W. A. Franke College of Business represented NAU in the annual CFA Global Investment Research Challenge (IRC) held in Phoenix on February 21, 2013. Alyssa Mitchell, Kristen Soderberg and Alex Belotz were accompanied by Matt Haertzen, lecturer of finance, to compete against student teams from the University of Arizona, Arizona State University, Thunderbird School of Global Management, University of Nevada-Las Vegas, and University of New Mexico. Our students took 2nd place with UNLV coming in 1st.

The challenge gave these students an opportunity to “interact with investment professionals and top-firms while getting real-world experience in equity analysis, sell-side research report writing, and presentation skills” according to the CFA website.

“I learned how to apply finance and accounting principals in a real-world setting,” Soderberg said. “I had to figure out how to apply myself in a situation where there was no correct answer. Along with that I had to learn to adapt to changing situations and learn to be flexible.”

“The competition was a great learning experience because I was able to get feedback from professionals who work in the industry everyday,” added Mitchell.

After the research challenge, students attended the 8th annual Phoenix CFA Society Market Forecast Dinner at the Ritz-Carlton. There they got to network and listen to a panel of investment professionals discuss the key investment and economic issues facing investors.

“I found that networking is very important and that it can be helpful, if not essential, in my future career,” said Soderberg.



Categories: spring 2013 students faculty matt haertzen cfa institute global investment research challenge cfa society market forecast dinner alyssa mitchell kristen soderberg alex belotz