Eller Finance Team Reigns Victorious at 2022 CFA Institute Research Challenge

Feb. 22, 2022


A team of five finance students at the Eller College of Management—Madison Coder, Grace Keating, Ricky Wu, Austin Sobotka and Shuaib Joomin—led by Matt Haertzen, senior lecturer in finance, crushed the competition and placed first at this year's CFA Institute Research Challenge on February 8, 2022. This marks their third victory after wins in 2019 and 2020.

The annual CFA Institute Research Challenge is a global competition that provides university students with an immersive financial analysis experience. In teams, students research and analyze a publicly traded company and then prepare and present a research report with a buy, sell or hold recommendation. 

This year's competition was held in Scottsdale against ASU, NAU, UNM, UNLV and NM State. The students also attended the Phoenix CFA Society Market Forecast Dinner, at which they were able to hear from industry experts and network with the 300 attendees. 

The Eller team is moving to the America’s Competition in April where they compete against teams from both North and South America. If they win the America’s Competition they progress to the global competition.