Cal Poly Business Students Compete in CFA Institute Challenge Semifinals

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A team of Cal Poly finance students competed in the America’s round of the CFA (Chartered Financial Analyst) Institute Research Challenge in Atlanta, Ga. The team reached the semifinal round of the competition with top university teams from North and South America.

Finance seniors Erin Averill, Robert Ricci, Divyan Waland, Aaron Hay and Nate Fisher represented Cal Poly at the event. The students were advised by Finance area Chair Cyrus Ramezani, San Luis Obispo financial advisor Phillip Cohl, and 2005 Cal Poly finance alumnus and CFA charter holder Scott B. Kirk. David Larsen, 2014 information systems alumnus and captain of last year’s winning team, also advised the group.

Cal Poly’s team advanced to the regional competition after winning the local competition for the second consecutive year. Cal Poly defeated teams from College of the Canyons, Claremont Graduate University, UC Santa Barbara, and USC at a competition held in Los Angeles.

The winners of the three regional competitions (Americas; Europe, the Middle East, and Africa; and Asia Pacific) will compete in the Global Final.

The CFA Institute Research Challenge provides an opportunity for students to learn from industry experts and compete with other top finance programs. The event 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. All participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.