2015 CFA Institute Research Challenge Champions
An interdisciplinary team of Cal Poly students has won the local CFA (Chartered Financial Analyst) Institute Research Challenge for the third year in a row.
This year, students from the College of Agriculture, Food and Environmental Sciences also competed with those from the Orfalea College of Business. Agribusiness seniors Jordan Goldie (Riverside, Calif.), Brian Pocock (Roseville, Calif.) and Paul Boortz (Coarsegold, Calif.) collaborated with finance seniors Robert Surane (Newbury Park, Calif.) and Miles Wix (Simi Valley, Calif.) at the event in Los Angeles.
Last year the Cal Poly team placed among the top 20 teams in the global competitions. This year's team was advised by Department Chair Cyrus Ramezani, Phil Cohl, senior vice president of Stifel Investment, and Scott Kirk, CFA, Finance '04.
Each member of the team spent more than 300 hours preparing for the competition. The team’s effort resulted in a written report of more than 130 pages and a team presentation judged by nine industry professionals who are CFA charter holders and investment managers. The Cal Poly team will head to the Americas Competition in Chicago in April (all expenses paid by the CFA Institute), where they will compete with teams representing U.S., Canada and South and Central America.
“We are proud of our students and their ability to compete with the best schools in our region and beyond,” said Ramezani. “Their success is a testament to our professors’ hard work and fantastic delivery in the classroom.”