Truman Team Wins CFA Research Challenge

Truman Team Wins CFA Research Challenge

February 21, 2017

The Truman team of Annali Cler (Junior, Political Science & Economics), Anthony Hill (Junior, Accounting & Business Administration-Finance), and Shane Legatzke (Junior, Accounting & Business Administration-Finance) won the St. Louis CFA Institute Research Challenge on Friday, February 17.  The team conducted equity research and a company analysis of Spire (formerly the Laclede Group).  They prepared a written report that was reviewed and scored by a panel of five judges.   On February 17 the team presented their findings, conclusions, and recommendations before another panel of judges in a format that was divided into 10 minutes of presentation and 15 minutes of Q & A.  The Truman team competed against teams from Lindenwood University, Saint Louis University, Southern Illinois University at Carbondale, University of Missouri at St. Louis, and Washington University.  Cler, Hill, and Legatzke, who are all members of the Bulldog Student Investment Fund (BSIF), will compete at the National CFA Institute Research Challenge in Seattle, Washington, in early April.


Front Row: Students Anthony Hill, Annali Cler, Shane Legatzke, and Faculty Mentor Chuck Boughton

Back Row: Program Co-Chairs Michael Smith, CFA and Dr. Nong Lin, CFA

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