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CFA Challenge Team Places Top 20 in Global Competition

Belmont’s CFA Challenge team won their first round at the Global CFA Challenge competition and advanced to the Regional B Finals Round. The team is advised by Professor Joe Smolira and is composed of five Professional MBA students including Kurt Alexander, Jim Burnett, Kurt Lydic, Ben Maslyn and Kate Skolits. The team ended the competition with a Top 20 worldwide finish out of 1,000 teams.

The round consisted of a 10-minute presentation preceding a 10-minute Q&A session with judges. “Our team did great and represented Belmont and Massey very well,” said Smolira.

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals. For more information on the competition, click here.

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