CFA Research Challenge — Presentation Detail — Celebration of Scholars

Instructions

Student presentations must have a faculty sponsor.

Abstracts must include a title and a description of the research, scholarship, or creative work. The description should be 150-225 words in length and constructed in a format or style appropriate for the presenter’s discipline.

The following points should be addressed within the selected format or style for the abstract:

A clear statement of the problem or question you pursued, or the scholarly goal or creative theme achieved in your work.
A brief comment about the significance or uniqueness of the work.
A clear description of the methods used to achieve the purpose or goals for the work.
A statement of the conclusions, results, outcomes, or recommendations, or if the work is still in progress, the results you expect to report at the event.

Presenter photographs should be head and shoulder shots comparable to passport photos.

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:

Jun Wang
Kim Instenes
John Kirk
Nora Nickels
Andrew Pustina
James Ripley

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