GIRC

Global Investment Research Challenge

And the Winners Are ...

Challenge Winner: University of Minnesota

1st Runner-Up: University of North Dakota

2nd Runner-Up: University of St. Thomas

... Congratulations!

Overview
The Challenge is an equity research competition among student teams from the world’s top university business and finance programs. Students write an equity research report on a publicly traded company and present their findings to an expert panel. Local winners can move on to compete in the Americas competition and eventually a worldwide final.

Purpose of the Event

Promote the CFA Society of Minnesota as an organization that is widely recognized, well respected, and highly valued by investors, academia, and the business community in our region
Provide opportunities for members to enhance the value of the organization by volunteering
Grow the organization by expanding student recruiting and awareness
Develop a sense of community among members by involving many of them in a single event

The CFA MN local Challenge on February 17, 2011 was a great success.

The turnout was excellent, and the competitors well-prepared.

Congratulations to the University of Minnesota team as they took home first

place and the opportunity to compete in the national Challenge in Omaha, NE this April.

Additional Event Information
Click Here for Kick-off Agenda
Click Here for local Challenge information
Click Here for official Global IRC Rules

Participating Schools

University of Minnesota

University of North Dakota

University of Minnesota, Duluth

North Dakota State University

University of St. Thomas

Bethel University

Contacts
Jandra Lubovich
Randy Hugen

A Special Thanks to the volunteers contributing to this event!

Mentors
Josh T. Hill, CFA; Windsor Financial Group LLC
Nick Hansen, CFA; Disciplined Growth Investors
Dennis Ott, CFA; Palisade Asset Management
Jeff T. Hoernemann, CFA; Feltl and Company
Scott Vogel, CFA; Lowry Hill
Jessica Murray, CFA; Thrivent

Judges
Tom Welch, CFA; Wells Capital Management
Fred Speece, CFA; Speece, Thorson Capital
Mark Henneman, CFA; Mairs & Powers
Kurt Lauber, CFA; Thrivent
Tom Mahowald, CFA; Great Northern Capital

Graders
Justin Miller, CFA; Wells Fargo Private Bank
Teri Richardson, CFA; MN State Board of Investment
Jon Woo, CFA; Lowry HIll
Rick Rinkoff, CFA; Craig Hallum
David Rudow, CPA; Thrivent