Students Compete in CFA Institute Research Challenge

Congratulations to the Frank J. Guarini School of Business CFA Research Challenge Team members: Jocelyn Encalada ’21, Douglas Hall ’21, Anton Moore ’21 and Valeria Moreno ’22 for competing in the CFA Institute Research Challenge regional competition on Friday, February 5. The annual competition promotes ethics and best practices in equity research through mentoring and training and applies what is learned in the classroom to real world situations.

The Saint Peter’s team was mentored by Samar Issa, Ph.D., assistant professor of economics and finance at Saint Peter’s University, with support from CFA Institute Research Challenge industry coach Robert King, CFA. This year’s team conducted a deep dive financial research project on A10 Networks, a U.S. public company specializing in the manufacturing of application delivery controllers (software and hardware). Over the course of several months, the team analyzed the firm’s financial performance as well as management, competitive and legal issues and they developed formal recommendations on the value of stock in a written report and virtual presentation in front of a panel of industry judges.