I had a pleasure of serving as the Industry Mentor for the Fletcher School / Tufts University team as it competed in the CFA Institute Research Challenge for the first time ever. Pat Schena, Professor of International Business and Co-Head of SovereigNET, The Fletcher Network for Sovereign Wealth and Global Capital, was the driving force behind putting together this inaugural team and served as its Faculty Advisor.
The Challenge is an annual global competition for university students dedicated to promoting best practices in equity research among the next generation of analysts. The goal of the competition is for students to learn and demonstrate skills of an equity analyst. As equity analysis triathletes, Fletcher teammates (Christopher Dunn, David Vercoutere and Braden Weinstock) had to value a stock, write an initiation-of-coverage report, and present their recommendations to a panel of judges.
Professor Schena and I were very satisfied with the team’s performance. During the inaugural year, the team went all the way to the “Final Four” final in Boston. I really liked the Fletcher team’s desire to learn and to do well in the competition. I was impressed when I learned that the teammates spent 27 hours straight as they prepared the final version of the equity initiation report. And when they started this 27-hour journey, the guys had a very decent report already. Their perseverance proved, once again, that to do something really well you have to work on it. It is definitely exciting and inspirational when a team that you are advising brings spirit and stamina befitting The Iron Man triathlon athletes to the CFA Institute Research Challenge!
To read about the Fletcher team on the web site of SovereigNET, please Click Here
The Challenge is an annual global competition for university students dedicated to promoting best practices in equity research among the next generation of analysts. The goal of the competition is for students to learn and demonstrate skills of an equity analyst. As equity analysis triathletes, Fletcher teammates (Christopher Dunn, David Vercoutere and Braden Weinstock) had to value a stock, write an initiation-of-coverage report, and present their recommendations to a panel of judges.
Professor Schena and I were very satisfied with the team’s performance. During the inaugural year, the team went all the way to the “Final Four” final in Boston. I really liked the Fletcher team’s desire to learn and to do well in the competition. I was impressed when I learned that the teammates spent 27 hours straight as they prepared the final version of the equity initiation report. And when they started this 27-hour journey, the guys had a very decent report already. Their perseverance proved, once again, that to do something really well you have to work on it. It is definitely exciting and inspirational when a team that you are advising brings spirit and stamina befitting The Iron Man triathlon athletes to the CFA Institute Research Challenge!
To read about the Fletcher team on the web site of SovereigNET, please Click Here
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