UW-Milwaukee - CFA Society Milwaukee 2016 Research Challenge Winner
CFA Society Milwaukee announced today that the University of Wisconsin – Milwaukee 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-Milwaukee team consists of Nishant Deshpande, Cameron Karlen, Jason Laitsch, Alex Reinhard, and Jacob Westphal. The team's faculty advisor is Dr. Kevin Spellman, CFA and their Industry Mentor is Doug Peck, CFA Northwestern Mutual Investment Management Company.
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 Chicago. The students from UW-Milwaukee will now travel to the first-ever "super regional" where they will match their wits, analytical skills and presentation abilities against teams from around the world. All three regional competitions and the Global Final will take place the week of 11 April 2016 in Chicago.
The students presented their analysis and buy/sell/hold recommendations on Artisan Partners. Their presentation at the Local Finals was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.
Comments from the Team's Advisor Dr. Spellman
The competition offers the students a great way to showcase their stock research skills and to hone their presentation skills. We are very appreciative of the involvement of the CFA Institute, CFA Society Milwaukee, judges, and the students' Industry Mentor, Doug Peck from Northwestern Mutual, for this solid learning opportunity.
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Alex Reinhard, Jason Laitsch, Cameron Karlen, Jacob Westphal, and Nishant Deshpande
Women in Investments at the Skylight Music Theatre

For a recap of the event - click here!
Received the 2015 Research Foundation Society Award at the Society Leadership Conference in Hong Kong
Pictured - Paul Smith, CFA, Jacob Fink, CFA, Erik Gauger, CFA, Beth Hamilton-Keen, CFA & Chris Merker, CFA
To view pictures from the New Charterholder Recognition event -
click here!

To view pictures from the Holiday Party with Brady Poppinga as our featured speaker -
click here!

2014 Research Challenge Local Winner - University of Wisconsin - Madison

Jake Strole, Chris Piel, Sean Bidzinski, Matt Hsu, and Sam Jacobsen
2013 Research Challenge Local Winner - University of Wisconsin - Madison

Daniel Sosnay, Ashley Ditmarsen, Ali Gardo, Carin Clark & Casey Karbowski
New CFA Charterholder Recognition Ceremony
November 29, 2012
Featured Speaker - Joe Sweeney
Click on the picture below to access the gallery

We would like to thank Matt Heltsley for taking these pictures.
www.mattheltsleyphotography.com
matt@mattheltsleyphotography.com
Economic & Bond Market Outlook from a Legendary Investor
January 25, 2012
Featured Speaker - Dan Fuss
New CFA Charterholder and Volunteer Recognition Ceremony
November 3, 2011
Featured Speaker - LeRoy Butler
We would like to thank Matt Heltsley for taking these pictures.
www.mattheltsleyphotography.com
matt@mattheltsleyphotography.com