03/05/2018
JACKSONVILLE UNIVERSITY Students Advance to CFA Institute Research Challenge Regional Competition in Boston
JACKSONVILLE UNIVERSITY team among 54 advancing and more than 5,000 students competing worldwide
JACKSONVILLE, FL, 3/5/2018
JACKSONVILLE UNIVERSITY students are already making their mark in the investment management profession. The JACKSONVILLE UNIVERSITY team won the local final of the CFA Institute Research Challenge, an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. They will advance to the Americas Regional Challenge on 19-20 March in Boston. Students from 427 universities in the Americas Region participated in local competitions, and the JACKSONVILLE UNIVERSITY team is among 54 local winners advancing to the regional challenge.
STUDENT Henry Crayton, Maria J. Fueyo AND CAPTAIN Jamie Seim comprise the JACKSONVILLE UNIVERSITY team headed to Boston, along with Faculty Adviser Abdel Missa.
“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. Boylan, Department Chair of Accounting, Finance, and Economics at Davis College of Business. “To be among the 54 teams who are moving on to the regional challenge is an incredible honor for our students, and a testament to their hard work and commitment to the competition and their futures in the investment management profession.”
Winners of the Americas Regional Challenge will advance to the Global Final on 27 April in Kuala Lumpur, Malaysia, where they will compete against the winners of the EMEA and APAC regional competitions. CFA Institute will livestream the Americas Regional and Global Finals so JACKSONVILLE UNIVERSITY fans can watch live and cheer on the team.
The CFA Institute Research Challenge is a rigorous competition that allows teams to experience the responsibility and competitive nature of the investment management profession. The competition began in 2002 and involved just five teams from the New York area. Over the years, the Research Challenge has grown, and in 2018, involves more than 5,000 students from 1,000 universities in more than 80 countries across the globe. Recent global winners include: Barna Management School, Dominican Republic, 2017; University of Waterloo, 2016; and Canisius College, 2015.
About the CFA Institute Research Challenge
The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. Through the course of the competition, which requires hundreds of hours of preparation, participants receive mentoring from a professional research analyst as they analyze a publicly traded company, write a professional research report, and present their research results and recommendations to a high-profile panel of experts. Points are awarded to teams on the basis of their investment case, their poise, and their ability to answer the judges’ questions. The teams are sponsored by local CFA Institute member societies or groups of volunteers, each of which previously hosted country heats of the Challenge. For more information, visit
CFA Institute is a global association of investment professionals that sets the standard for excellence in the industry. Learn more about the CFA exam.
