Students from The Fletcher School and Tufts University have advanced to the local finals of the 2017 CFA Institute Research Challenge, an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis.
This is the second time in just four years that Fletcher has been selected as a local finalist, competing against teams from other leading academic institutions throughout the Greater Boston area. Following the local competition on Thursday, February 16, winning teams will advance to the U.S. regional round, to be held in San Francisco, with the global round of the challenge taking place in Prague, Czech Republic on April 28, 2017.
This year’s team includes four Fletcher students and one Tufts undergrad:
- Giacomo Canepa, MIB, 2017
- Tanay Tatum, MALD, 2017
- Jared Holst, MIB, 2018
- Riya Sridhar, MALD, 2018
- Ronen Shohat, Tufts, 2017
Patrick Schena, Adjunct Assistant Professor of International Business Relations at Fletcher, served as faculty mentor for the team, along with Brian Stanick, Vice President and Portfolio Manager of Symetra Financial, who served as an industry mentor.
“Our team, captained by Tanay Tatum, brought together their Fletcher education on investment training and extensive knowledge of international economics and geopolitics to craft a truly compelling investment thesis and company analysis,” said Schena.
To participate in the Challenge, students work in teams to research and analyze a publicly traded company — often even meeting face-to-face with company management. Each team writes a detailed investment research report on the company, issuing a buy, sell or hold recommendation. The students will present and defend their investment analysis to a panel of industry professionals at the CFA Institute Local Finals.