5th Annual
Investment Research Challenge

The New York Society of Security Analysts (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. Participating universities 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; The Peter J. Tobin College of Business at St. John’s University; and Yale University.

© Copyright 2007, The Nasdaq Stock Market, Inc. Reprinted with permission. NYSSA Opens Nasdaq Students and representatives of Seton Hall University’s Stillman School of Business and NYSSA members rang the Opening Bell of the Nasdaq on  April 23, 2007. Pictured here, front row: students Andrey Botev, Megan Joseph, Bill Moore, Theresa Ko, and Angelo Stracquatanio, with Nasdaq SVP Bill O’Brien. The Seton Hall University (SHU) students bested teams from eight other top area business schools to win NYSSA’s Fifth Annual Investment Research Challenge, which was held on April 18, 2007, at Reuters America.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Seton Hall Team Wins 5th Annual Investment Research Challenge
All-Star Panel to Judge Fifth Annual Challenge
Fifth Annual Investment Research Challenge Gets Underway
Tasty Baking Company Presents at Student Challenge

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 and Report Writing. Seminars are taught by NYSSA’s professional membership and are held on campus at participating universities.

The 2006 Baruch team: Amit Sharma, Monte Shulkes, N. Diluk Aluwihare and Li Sun.

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.  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 18,2007, teams presented their research to a panel of respected Wall Street experts at the Reuters headquarters in Times Square. The winning team was selected based on the combined scores for the written report and the presentation. The 2007 panelists included:

• John J. Apruzzese, CFA, Managing Director, U.S. Trust
• Kay Ryan Booth, Senior Managing Director, Director of Global Equity Research, Bear, Stearns & Co.
• Martin S. Fridson, CFA, President, FridsonVision; Publisher, Leverage World
• Steven Kent, CFA, Managing Director, Goldman, Sachs & Co.
• Christina Rizopoulos Valauri, Managing Director, Director of Equity Research, First Albany Capital

Gold Sponsors:

 

 

Silver Sponsor:

  

Click here for information on the 4th Annual Investment Research Challenge.
Click here for information on the 3rd Annual Investment Research Challenge.
Click here for information on the 2nd Annual Investment Research Challenge.

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