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Welcome to the Wall Street Trading Room

WSTR


"...seek excellence in business education that offers breadth in terms of broad based coverage of business concepts and skills, depth through focus on specific industries and professions..."

Haub School of Business, Vision Statement

Wall Street Trading Room Schedule - Spring 2012


NEWS: 

Philadelphia Investment Research Challenge

The Philadelphia Investment Research Challenge is an equity research case competition sponsored by the Chartered Financial Analysts in the City of Philadelphia.  http://www.ircphilly.com/home/

The competition consisted of the following components:

Analysis of a Public Company: Teams research a publicly traded company. Company management presents to the teams and participates in a Q&A session.

Mentoring By a Professional Research Analyst: Each team works with an investment professional, who mentors the team on research process and reviews and critiques their report.

Writing a Research Report: Students produce an initiation of coverage report on the chosen company. The report is reviewed and scored by a group of judges.

Presentation of Research to a High-Profile Panel of Experts: Teams present their research to a panel of experts from top financial institutions. The team with the highest combined report and presentation score is the winner.

Advancement to CFA Institute's Global Challenge: The winners of the local competitions will advance to compete against teams within their geographic region, culminating in a global final in either New York City, London, or Hong Kong.


 

CFA Team 2010

2010 Team (Philadelphia Finalists)

Team Members
John Bruckner
Thomas Gentile
Chris Garofalo
Tim Ringelstein
Nathan Walter

Faculty Advisor
Dr. Ahmet Tezel

 

 

student-investment-challenge-winners  

 

2009 Team (Philadelphia Champions)

Team Members
Kevin Connors
Tanya Lei
Gulshani Samsudeen

Faculty Advisor
Dr. Ahmet Tezel