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Mar 15
Marquette University – Blue Team Named Winner of Local CFA Institute Research Challenge in Madison

​CFA Society Madison is proud to announce that Marquette University – Blue Team has won the local competition of the CFA Institute Research Challenge that was held on February 21st.  The team now advances to the Americas Regional where they will compete against universities from the United States, Canada, and Latin America.

The Marquette University - Blue Team consists of Andrea Blomquist, Tommy Borin, Gregory Glaab, Michael Healy, and Stephen Lane.​

The following universities competed with Marquette University at the CFA Society Madison Local Challenge:
Carthage College
Marquette University – Gold Team
UW-Eau Claire

Dr. David Krause, who serves as the faculty advisor of the Marquette CFA teams stated, "I'm very proud of the students who are participating in the CFA Challenge. Like past teams, they worked hard and delivered a quality product. This experience and the friendships established will stay with them throughout their careers. I can't say enough good things about the CFA Challenge - it is one of the very best experiential programs in academia. Best of luck to all of the teams in the Americas Challenge and we're pleased to be representing the Madison CFA Society."  ​

Each university sent a team of four to five students to participate in the local challenge. The local challenge was the first step of two for a local team to advance towards the global final in New York. The students from Marquette University will now travel to the regionals where they will match their wits, analytical skills and presentation abilities against student teams from the Americas. This year, the Americas Regional competition will be held in New York on April 23-24.   The Global Final will be held on April 25th in New York as well.

The students presented their analysis and buy/sell/hold recommendations on Duluth Trading Company.  Their presentation at the Madison Local Final was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.


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