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2nd Annual Investment Research Challenge

The five-member team from the NYU Stern School of Business won NYSSA’s 2nd Annual Investment Research Challenge. Their presentation was judged the best among the four finalist teams, which included Baruch College, CUNY, Rutgers University and Seton Hall University. These teams advanced to the finals on the basis of their written report scores from among a field comprised of Columbia University, Fordham University, Pace University and St. John’s University.

The four finalist teams presented their research on April 22, 2004, at U.S. Trust. The NYU team was chosen as this year's winner based on the combined scores of their written report and their presentation.

The panel of high-profile Wall Street experts included:

  • John J. Apruzzese, CFA, Managing Director, U.S. Trust Corporation
  • Stephen J. Buell, Director of Global Equity Research, Prudential Equity Group
  • Stephen E. Canter, Chairman and CEO, The Dreyfus Corporation
  • Martin S. Fridson, CFA, CEO, FridsonVision LLC
  • Jack Rivkin, Chief Investment Officer, Neuberger Berman
  • David Tenney, Co-Director of the Americas Investment Research, Goldman Sachs & Co.

About the Challenge

NYSSA introduced the Investment Research Challenge in the 2002-2003 academic year as a means to promote best practices in equity research among the next generation of analysts. The Challenge is an eight-month initiative in which top industry professionals teach business and finance students how to research and report on a publicly traded company.

The Challenge spans one academic year, and consists of the following components:

I.    Training in Research and Report Writing
II.   Analysis of a Public Company
III.  Mentoring by a Professional Research Analyst
IV.   Assessment of Written Reports
V.    Presentation of Research to a High-Profile Panel of Wall Street Experts

Gold Sponsor:
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Silver Sponsors:

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