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 CFA Virginia

As a member Society of the CFA Institute, CFA Virginia promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Read More....

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Please contact Chip Wittmann with program recommendations.

 Virginia Investment Research Challenge

 

Congratulations to the Team from the University of Richmond

Winners of the

3rd Annual CFA Virginia

Investment Research Challenge 

held on February 26, 2010.  The team will advance to the CFA Institute North American regional competition in New York City on March 17-18.  The winner of the regional competition will advance to the Global Championship in Hong Kong in April.

Team members were Nicholas Chew, Jessica Murray, Jill Gramolini, and Gordon James O’Brien. The faculty advisor was Dr. David S. North and the team mentor was Chris Dion

Teams were evaluated 50% on their written research papers and 50% on their oral presentations, both of which were focused on an investment analysis of CarMax.

First runner up was The College of William and Mary, whose faculty advisors were Dr. James R. Haltiner and Dr Gjergji Cici. Peter Gore was the team mentor. 

Other schools participating in the competition this year were Hampden-Sydney College, James Madison University, Virginia Commonwealth University, and the University of Virginia.

Special thanks go to CarMax for serving as our subject company for this competition.  

We also thank the many CFA Virginia members who served as committee chairmen, mentors, graders, and judges for this event.  If you are interested in helping with the 2011 challenge, or want to discuss what is needed in order to add a university to the competition, please contact CFA Virginia at rsvp@cfavirginia.org.

 
 

 Special Notice for Eastern VA members

Click here if you are interested in carpooling to upcoming events in Richmond.

 Calendar

Title
Start Time
Al BroaddusUse SHIFT+ENTER to open the menu (new window).
9/30/2010 12:00 PM
Tom Brown Second Curve/Bankstocks.com Use SHIFT+ENTER to open the menu (new window).
10/5/2010 12:00 PM
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CFA candidates:  CFA Virginia Member discounts available for Stalla Study Programs. 

 

 Who Is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 

 

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