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Baylor Business Student Team Wins Southwest Region’s CFA Investment Research Challenge at UTSA

April 16, 2019

By Caroline Mitchell

A student team from the Hankamer School of Business won first place at the Southwest Region’s Chartered Financial Analyst (CFA) Investment Research Challenge which was held the last weekend of February at University of Texas - San Antonio. The team representing Baylor consisted of students currently enrolled in the small-cap practicum course in the Hankamer School of Business and include Luke Harvill, Brian Hodge, Benji Neel, Emily North and Grant Seiter.

The CFA Investment Research Challenge is an event which is a part of the Texas Investment Portfolio Symposium (TIPS). The regional competition is a two-stage event which begins with a written analysis and report on a pre-selected company. According to the CFA Institute website, students are “judged on their ability to value a stock, write a research report and present their recommendations.” The papers are graded by industry experts and the top ten groups are invited to present at the TIPS conference. The ten teams give a ten-minute oral presentation followed by a ten-minute question and answer segment with professionals from the investment industry. The Baylor team won first place out of over 25 teams. Brandon Troegle, lecturer in the Finance, Insurance and Real Estate department, says this win made for his favorite and most meaningful day at Baylor.

“This was the proudest moment for me in the ten years I have been at Baylor,” Troegle said.

Troegle says the students put in a tremendous amount of work this semester, and he is proud of the way the students worked together to create their company analysis. He says this is not an easy competition to participate in, yet alone win. The students were given the opportunity to apply what they have learned in the Hankamer School of Business while gaining real-world experience.

“I think this competition probably pushed them to limits unlike they’ve been pushed before,” Troegle said. “It gave them a chance to showcase what they have learned at Baylor both inside this [small-cap practicum] class as well as skills they have picked up in other financial courses and the art of presenting to paneled experts.”

Baylor Business alumnus Tyson Strauser (’03) served as an industry mentor for the team. He currently works for Citadel Global equities in New York. Strauser worked with the students throughout the process while advising and challenging them.

“He was invaluable to the success of the team,” Troegle said. “He certainly pushed the team to their potential by challenging them. I think he was instrumental in helping the team reach the new level.”

The team will travel to New York City in April to compete in the America’s Regional competition with around 50 schools from North and South America.

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