2018-2019 Year in Review
Our society remains strong, vibrant and active on a national and international stage. We are proud of the organization’s continued growth and commitment to the highest standards of ethics, financial education and professional excellence. For a recap of the Society's activities and efforts in and around Milwaukee -
click here!
University of Wisconsin - Madison wins the CFA Society Milwaukee local Research Challenge
CFA Society Milwaukee announced that University of Wisconsin - Madison has won the local competition of the CFA Institute Research Challenge and now advances to the Americas Regional where it will compete against universities from the United States, Canada, and Latin America.
The UW-Madison team consists of Steve Heron, Megan Martin, Michael Orke, Nicholas Roby, and Patrick Sweeney.
The following universities competed with UW-Madison at the CFA Society Milwaukee Local Challenge:
UW-Oshkosh
UW-Whitewater – Team 1
UW-Whitewater – Team 2
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 UW-Madison 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 22-23. The Global Final will be held on April 24th in New York as well.
Comments from the Team's Advisor Greg Schroeder
UW-Madison faculty advisor, Greg Schroeder, stated "we are extremely proud of the hard work that our team put into this competition and the success they had at the local level. We are looking forward to an exciting trip to New York to compete in the Americas Regional."
The students presented their analysis and buy recommendation on Exact Sciences. Their presentation at the Milwaukee Local Final was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.
CFA Society Milwaukee hosted our New CFA Charterholder Recognition Ceremony on Saturday, October 13th with our very special guest - Jerry Kramer, 2018 Pro Football Hall of Fame Member.
The inaugural Women in Business Speaker Series at Marquette University was held on April 16th. The Women in Business Speaker series features distinguished women business leaders who have reached the highest levels of achievement and leadership in their professional sphere. They will share their experiences and insights in order to inspire and ignite the Marquette community and beyond. The inaugural speaker was Mary Ellen Stanek, Managing Director & Chief Investment Officer of Baird.
To view a video of her presentation "Lessons in Leadership - Impact, Service and Gratitude" - click here!
Marquette University Advanced to the Americas Regional Finals
The Americas Regional competition was held on March 19-20. In a highly competitive, high pressure environment, the team presented well and showed their comprehensive understanding of their subject company. Even though Marquette did not advance to the Global Finals they did an excellent job and should be exceptionally proud of the hard work they put in.
Marquette University in Boston celebrating their advancement to the Americas Regional Finals.
Marquette University Team and UW-Eau Claire Team at the Regional Challenge along with their faculty advisors and mentors.
Marquette University - CFA Society Milwaukee 2018 Research Challenge Winner
CFA Society Milwaukee announced today that Marquette University – Blue Team has won the local competition of the CFA Institute Research Challenge and now advances to the Americas Regional where it will compete against universities from the United States, Canada, and Latin America.
The Marquette University - Blue Team consists of Stephen Arcuri, Andrew Crossman, Conner Konicke, Charles Muth, and Brooke Porath.
The following universities competed with Marquette University at the CFA Society Milwaukee Local Challenge:
Carroll University
Marquette University – Gold Team
UW-Madison
UW-Whitewater – Team 1
UW-Whitewater – Team 2
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 Malaysia. 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 Boston, MA on March 19-20. The Global Final will be held on April 25-27 in Kuala Lumpur, Malaysia.
Comments from the Team's Advisor Dr. David Krause
To say the least, I am very proud of the students who participated in this year's CFA Challenge. Both teams from Marquette - and all of the other schools - worked extremely hard and I was delighted with their work quality. The experience and the friendships they established will stay with them throughout their careers. I can't say enough good things about the CFA Challenge - it is truly one of the best experiential programs in academia. I have watched the Challenge grow over the years and it gets better each year. We are pleased to be a part of the CFA Challenge and look forward to competing in Boston next month.
The students presented their analysis and buy/sell/hold recommendations on AptarGroup, Inc. Their presentation at the Milwaukee Local Final was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.
UW-Oshkosh - CFA Society Milwaukee 2017 Research Challenge Winner
The University of Wisconsin – Oshkosh has won the local competition of the CFA Institute Research Challenge and now advances to the Americas Regional where they will compete against universities from the United States, Canada, and Latin America.
The UW-Oshkosh team consists of Tony Francois, Jordan Mitchell, Michael (Gus) Vanevenhoven, Brad Weigman, and Josh Wheeler. The team’s faculty advisor is William (Will) Morrison and their Industry Mentor is Donald Swain, Professional Financial Management, Inc.
The following universities competed with UW-Oshkosh at the Milwaukee Challenge:
Carthage College
University of Wisconsin – Madison
University of Wisconsin – Whitewater (Team 1 & Team 2)
Each university sent a team of four to five students to participate in the local challenge. The CFA Society Milwaukee Local Challenge was the first step of two for a local team to advance towards the global final in Prague. The winning team will now match their wits, analytical skills and presentation abilities against teams at the Americas Regional in Seattle on April 6-7.
Comments from the Team's Advisor Will Morrison
It is opportunities like the CFA Research Challenge that students will remember long after their college days are over. I am very appreciative of CFA Institute putting on the annual competition that offers students from across the world a chance to network with professionals in the investment community and to learn about the CFA program. It is truly a life changing event.
Jordon Mitchell, Tony Francois, Josh Wheeler, and Brad Weigman (not pictured – Gus Vanevenhoven)
Congratulations to our 2016 New Charterholders
CFA Society Milwaukee hosted its 2016 New CFA Charterholder Recognition Ceremony on January 19th at The Kimpton Journeyman Hotel. Over 80 people were at the event to celebrate the 12 candidates who attended the event that had earned their charters. Within Milwaukee and the surrounding areas there was a total of 29 candidates that earned their charter in 2016.
