3rd Annual
Investment Research Challenge
Fordham University won the 3rd Annual Investment Research Challenge.
It was the closest contest yet, with Fordham and Pace University tied
after the scores for the written reports and the presentation scores
were tallied. Fordham edged out Pace with a higher presentation score
and was declared the winner.
Participating business schools are Baruch College, The City
University of New York; Columbia Business School; Fordham University;
NYU Stern School of Business; Lubin School of Business at Pace
University; Rutgers Business School – Newark and New Brunswick;
Seton Hall University’s Stillman School of Busines; and The Peter
J. Tobin College of Business at St. John’s University.
On April 21 2005, the four finalist teams, which also included Baruch
College, CUNY, and the NYU Stern School of Business, presented their
research to a panel of respected Wall Street experts. The event was
hosted by Goldman, Sachs & Co.
This year’s panelists include:
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John J. Apruzzese, CFA, Managing Director, U.S. Trust
Corporation
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Stephen Buell, Director of Global Equity Research, Prudential
Equity Group
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Stephen E. Canter, Chairman and
CEO, The Dreyfus Corporation;
Vice Chairman, Mellon Financial Corporation
-
Martin S. Fridson, CFA, CEO, FridsonVision LLC
-
Steven Kent, CFA, Managing Director, Goldman, Sachs &
Co.
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Jack Rivkin, Chief Investment Officer, Neuberger Berman
About the Challenge
NYSSA introduced the Investment Research Challenge in the 2002-2003
academic year as a means to promote best practices in research among the
next generation of analysts. The Challenge is an eight-month educational
initiative in which leading 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: University student teams receive training by
attending NYSSA-sponsored seminars in Internet Research, Report Writing,
and Ethics. Seminars are taught by NYSSA’s professional membership
and are held on campus at participating universities.
II. Analysis of a Public
Company: Teams research the same public company, selected
by NYSSA, including a question and answer session with company
management during the winter. This year's company is SYMS
Corp (NYSE: SYM).
III. Mentoring By a Professional Research
Analyst: Each team is mentored by a professional research
analyst, who reviews and critiques the team's report.
IV. Assessment of Written Reports: A group of
volunteer graders selected from NYSSA’s membership will assess the
written research reports and choose four finalist teams to present to
the panel of experts.
V. Presentation of Research to a High-Profile
Panel of Wall Street Experts: On April 21 2005, teams
will present their research to a panel of respected Wall Street experts.
The event will be hosted by Goldman, Sachs & Co. The winning
team will be selected based on the combined scores for the written
report and the presentation.
Gold Sponsors:
Silver Sponsors:
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