CFA Research Challenge — Presentation Detail — Celebration of Scholars

Additional Information

More information is available at carthage.edu/celebration-scholars/. The following are members of the Research, Scholarship, and Creativity Committee who are eager to listen to ideas and answer questions:

Thomas Carr
Katherin Hilson
Kim Instenes
John Kirk
Sarah Terrill

CFA Research Challenge

Name: John Morton
Major: Finance
Hometown: Wilmette, IL
Faculty Sponsor:
Other Sponsors:
Type of research: Independent research
Funding: Finance Department

Name: Dustin Daily
Major: Finance
Hometown: Woodstock, IL
Faculty Sponsor:
Other Sponsors:
Type of research: Independent research
Funding: Finance Department

Name: Tyler Kudla
Major: Finance
Hometown: Barrington, IL
Faculty Sponsor:
Other Sponsors:
Type of research: Independent research
Funding: Finance Department

Name: Jilian Novack
Major: Finance
Hometown: Saint Charles, IL
Faculty Sponsor:
Other Sponsors:
Type of research: Independent research
Funding: Finance Department

Name: Ryan Trower
Major: Finance
Hometown: Saint Charles, MO
Faculty Sponsor:
Other Sponsors:
Type of research: Independent research
Funding: Finance Department

Abstract

Our team, comprised of five Carthage Finance students, conducted an analysis of the company: Artisan Partners Asset Management. This was the company that the Chartered Financial Analyst (CFA) Institute assigned us. We competed against three other schools in the south-eastern Wisconsin area and were judged by the CFA Institute of Milwaukee based on a presentation and written report. In both the presentation and report, we recommended a "sell rating." This was based off of our evaluation of the company's financials, future projections, industry competition, investment risks, and operational management.

Poster file

Submit date: March 15, 2016, 8:54 p.m.