Weatherhead students win CFA Society Cleveland's Research Challenge and move on to the Americas Regional competition

Posted 3.2.17

On February 25, five Weatherhead students, along with their faculty mentor Scott Fine, went to The City Club of Cleveland to compete in an Equity Research Challenge hosted by the CFA Society of Cleveland. The challenge focuses on a different local company each year, and teams are tasked with completing an in-depth financial analysis and ultimately a recommendation on whether or not to buy, sell or hold on the company's stock. This year's local company of choice was Parker Hannifin.

Yanisel Jordan (MBA '17) said, "The best part of participating [in this challenge] was both the very in-depth introduction to equity research and the bond I formed with the team." She also encouraged students with even a slight curiosity about the world of finance to consider competing next year as the process not only builds your knowledge but also leaves you with a publishable piece of work to leverage during your job search and beyond.

The team will head to Seattle in April to compete against schools from across North, Central and South America. The winner will move on to the global finals, which take place in Prague, Czech Republic on April 28. Learn more about the competition here.

Pictured from left to right Reuben Treatman (MAcc, '17), Aravind Nair (MSM-Finance, '17), Alec White (MSM-Finance '17), Yanisel Jordan (MBA '17), Evan Harris (MSM-Finance '17), Scott Fine (Professor, Banking & Finance)


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