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Zicklin Grad Students Reach Final Four in CFA Institute Research Challenge

April 22, 2021

From left: Liu, Halpern, Mali, Sanchez, Lam, and Piskula

 

The Zicklin School of Business at Baruch College distinguished itself in the recent CFA Research Challenge competition. Twenty-five schools from New York, New Jersey, and Connecticut competed in this year’s area competition, hosted by the CFA Society of New York (CFANY). The Zicklin team performed admirably and was selected as one of the “Final Four” that would compete in the finals round for the privilege of representing the CFANY in the global competition. 

This is the first time that a Zicklin School of Business team has earned a spot in the final four. CFANY memorialized the final four competition, and Zicklin’s ascendency to it, with a webpage: https://www.cfany.org/cfa-institute-research-challenge/.

The six-month long challenge provided students with hands-on mentoring and intensive training in financial analysis, as they assumed the role of a financial research analyst. Team members gained real-world experience as they conducted an in-depth analysis of the global software firm A10 Networks Inc, including discussions with its management, and presented twice to high-profile Wall Street experts. Although the team was edged out for the top spot by Binghamton University, members gained a great amount of knowledge and experience that they will take with them as they move forward in their careers. 

Congratulations to team members Nikki Liu (MS ’22), Damien Halpern (MS ’22), Madhura Mali (MS ’21), Diomedes Sanchez (MS ’22), and Yat Vong Ronald Lam (MS ’22), and to faculty advisor Professor Thomas Piskula, industry mentor and equity portfolio manager Juan Bayuelo, and special supporter Professor Joseph Onochie. 

Faculty advisor Piskula notes, “The team worked diligently, and as a group, to take the Zicklin name where it has not been before.  They drew knowledge and inspiration from their coursework, and from the information resources of the Subotnick Financial Services Center, as well as from their shared faculty and industry interactions.  I heartily congratulate them for a job well done.”   

 

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