Business Students won local, regional titles in CFA Investment Research Challenge and advanced to the highest level of any team from the university’s Orfalea College of Business SAN LUIS OBISPO A detailed analysis of PayPal’s stock outlook, with a recommendation to sell, helped a team of Cal Poly finance students surpass hundreds of others recently in the Chartered
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Marquette’s Gold team finished second.
The Americas Regional Semifinals will be held on April 15, with the finals to follow April 21. The Global final competition is April 22 and includes the winners from the Americas, Asia-Pacific, and Europe-Middle East-Africa competitions.
“The CFA Institute Research Challenge is a rigorous global competition that tests our students’ knowledge and application of investment management principles, ethics and professional standards,” said Dr.
David Krause, director of the AIM program. “To be among the few teams who are moving on to the sub-regional challenge is an honor for our students, and a testament to their hard work and commitment to the competition and their futures in the investment management profession. I’m very proud of all of our students who are participating in the CFA Challenge. Like past teams, they worked hard and delivered a quality product. I think they can do very well and I’m hopefully we continue to move forwar