C F A I N S T I T U T E R E S E A R C H C H A L L E N G E

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1 C F A I N S T I T U T E R E S E A R C H C H A L L E N G E L O C A L L E V E L F I N A L F E B R U A R Y 2 3,

AGENDA 9:30 AM REGISTRATION 9:45 AM WELCOME & INTRODUCTIONS 10:00 AM 12:35 PM TEAM PRESENTATIONS 12:35 PM 1:05 PM LUNCH 1:05 PM WELCOME & INTRODUCTIONS 1:20 PM 3:30 PM TEAM PRESENTATIONS 3:35 PM 4:00

2 AGENDA 9:30 AM REGISTRATION 9:45 AM WELCOME & INTRODUCTIONS 10:00 AM 12:35 PM TEAM PRESENTATIONS 12:35 PM 1:05 PM LUNCH 1:05 PM WELCOME & INTRODUCTIONS 1:20 PM 3:30 PM TEAM PRESENTATIONS 3:35 PM 4:00 PM BREAK 4:00 PM ANNOUNCEMENT OF WINNERS PARTICIPATING UNIVERSITIES AURORA UNIVERSITY BENEDICTINE UNIVERSITY ILLINOIS INSTITUTE OF TECHNOLOGY LAKE FOREST COLLEGE LOYOLA UNIVERSITY CHICAGO NORTHERN ILLINOIS UNIVERSITY OLIVET UNIVERSITY UNIVERSITY OF CHICAGO UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN

3 BACKGROUND OF THE CFA RESEARCH CHALLENGE T h e C F A I n s t i t u t e R e s e a r c h C h a l l e n g e i s a n a n n u a l g l o b a l c o m p e t i t i o n t h a t p r o v i d e s u n i v e r s i t y s t u d e n t s w i t h h a n d s - o n m e n t o r i n g a n d i n t e n s i v e t r a i n i n g i n f i n a n c i a l a n a l y s i s. S t u d e n t s g a i n r e a l - w o r l d e x p e r i e n c e a s t h e y a s s u m e t h e r o l e o f a r e s e a r c h a n a l y s t a n d a r e t e s t e d o n t h e i r a b i l i t y t o v a l u e a s t o c k, w r i t e a n i n i t i a t i o n - o f - c o v e r a g e r e p o r t, a n d p r e s e n t t h e i r r e c o m m e n d a t i o n s. T h e C h a l l e n g e g a t h e r s s t u d e n t s, i n v e s t m e n t i n d u s t r y p r o f e s s i o n a l s, p u b l i c l y t r a d e d c o m p a n i e s a n d c o r p o r a t e s p o n s o r s t o g e t h e r l o c a l l y, r e g i o n a l l y, a n d g l o b a l l y f o r a r e a l w o r l d c o m p e t i t i o n. A d d i t i o n a l l y, a l l p a r t i c i p a n t s a r e i n t r o d u c e d t o a n d h e l d t o t h e s t a n d a r d o f t h e C F A I n s t i t u t e C o d e o f E t h i c s a n d S t a n d a r d s o f P r o f e s s i o n a l C o n d u c t. M o r e t h a n 5, s t u d e n t s f r o m o v e r 1, u n i v e r s i t i e s, 9 9 C F A L o c a l L e v e l C h a l l e n g e s, a n d l o c a l h o s t s i n 7 5 c o u n t r i e s a n d t e r r i t o r i e s w i t h m o r e t h a n 3, d e d i c a t e d m e m b e r v o l u n t e e r s p a r t i c i p a t e d i n t h e C F A I n s t i t u t e R e s e a r c h C h a l l e n g e. WHERE THE CHICAGO LOCAL LEVEL WINNER WILL GO NEXT T h e w i n n e r o f t o d a y s L o c a l L e v e l F i n a l w i l l n o t o n l y r e c e i v e g i f t s a n d t h e p r i d e o f b e i n g t h e b e s t u n i v e r s i t y i n e q u i t y r e s e a r c h w i t h i n t h e C h i c a g o l a n d a r e a b u t w i l l a l s o a d v a n c e t o t h e r e g i o n a l f i n a l o n M a r c h , i n B o s t o n. T h e w i n n e r o f t h e r e g i o n a l f i n a l w i l l a d v a n c e t o t h e G l o b a l F i n a l i n K u a l a L u m p u r, M a l a y s i a o n A p r i l 2 7,

4 CFA SOCIETY CHICAGO OFFICERS Marie Winters, CFA Chair Northern Trust Global Investment Thomas Digenan, CFA Vice Chair UBS Tanya Williams, CFA Secretary Treasurer NexTier Consulting Solutions, LLC Doug Jackman, CFA Immediate Past Chairman Thomas White International, Ltd Shannon J. Curley, CFA CEO CFA Society Chicago

5 MEMBERSHIP ENGAGEMENT ADVISORY GROUP RESEARCH CHALLENGE COMMITTEE Deborah Koch, CFA Northern Trust Larry Lonis, CFA U.S. Trust Maura Murrihy, CFA Loop Capital

6 LOCAL LEVEL RESEARCH CHALLENGE JUDGES RJ Bukovac, CFA William Blair & Company William T. Fitzpatrick, CFA Manulife Asset Management Matthew A. Litfin, CFA Columbia Wanger Asset Management Alan M. Meder, CFA Duff & Phelps Investment Management Co.

7 GRADERS M a t t h e w B e t o u r n e y, C F A - C h a n n i n g C a p i t a l M a n a g e m e n t, L L C E l i z a b e t h C o l l i n s, C F A - M o r n i n g s t a r, I n c. C h r i s t o p h e r E h l e y, C F A - W i l l i a m B l a i r D o r o t h e a G i l l i a m, C F A S e t h G o l d s t e i n, C F A - M o r n i n g s t a r, I n c. M a t t h e w M c L a u g h l i n, C F A - W i l l i a m B l a i r J o n N e w s o m e, C F A - S a n d l e r O ' N e i l l A n d P a r t n e r s B r a n i m i r P e t r a n o v i c, C F A - U B S D a n i e l P h i l l i p s, C F A - N o r t h e r n T r u s t J o a n R o c k e y, C F A - C a s t l e a r k M a n a g e m e n t L L C Z a c h a r y R o s e n s t o c k, C F A - S e g a l l B r y a n t & H a m i l l INDUSTRY MENTORS J a s o n B u o l, C F A - F i r s t N a t i o n a l B a n k J a m e s G o s s, C F A - B a r r i n g t o n R e s e a r c h A s s o c i a t e s J P G u r n e e J e r e m y H e e r, C F A - T h e U n i v e r s i t y o f C h i c a g o B e n j a m i n H i e r, C F A W i l l i a m H y a t t, C F A - N o r t h e r n T r u s t C o m p a n y S t e p h e n M o y, C F A - N o r t h e r n T r u s t C o m p a n y M a r i a R e i n i g, C F A - C a l a m o s I n v e s t m e n t s S t e v e n S c h w a r t z, C F A - F i r s t A n a l y s i s S e c u r i t i e s C o r p. D a v i d W a n g, C F A

8 STUDENT TEAM MEMBERS E r i k A n d e r s o n G e o r g e A r g i r o p o u l o s R e i l l y A r m s t r o n g L u c a s B a l s i n d e A u s t i n B a r n e t t P a t r i c k B i e w a l d M a r i a n n a B o j k e w y c z R y a n B r o d i e n M e n g h u C a i D a v i d C a r e y M a r i a C h o n g D a v i s D e k o r t e G r a n t D e n n i s T a h a D i n H a n i E l g a m a l C a n G a b u r L e o n e l G a l v e z S e a n G e r e n t J u a n P a l a c i o s G o d o y M a r k G o n z a l e z R y a n H a n l e y S y d n e y H a r r i s A l e x H u a n g R o n a l d H u i Y o u n e s I b n a t i k S h r u t i K h e t a n E d w a r d K i m S a b h a L a k h a n i A n d r e w L e e J o h n M i c h a e l L i J e f f L o r d e n S a h i l M a h a j a n K e l s e y M c H u g h H e r b i M i l l e r S a i H a r i n i N a r a y a n a n H a n n a h O ' D a y S i n g o n g O u T u s h a r P r a b h u Q u i n t o n R a n z a u A a r o n R e i l l y N i c k R u m k e D a n i e l S a d o w s k i R a i n a S h a h S t e v e n S i m s C h e n f a n g S u D e f n e T a l u C o r y T h o m E t h a n W e b s t e r B r y c e W e i s h o l t z B e n e d i c t W o r m s l e y J i n g h u a X i n g J a m e s Y o u n g I s a b e l l a Z h a n g Y u n Z h o u

9 LOCAL COMPETITION PRIZES INCLUDE: 1 s t P l a c e W i n n e r s A m a z o n F i r e 7 $ G i f t C a r d s 2 n d P l a c e W i n n e r s $ 5 0 G i f t C a r d s 3 r d P l a c e W i n n e r s $ 2 5 G i f t C a r d s

10 NOTES

2016-2017 LOCAL LEVEL WINNER: ILLINOIS INSTITUTE OF TECHNOLOGY CONNECT WITH US

11 LOCAL LEVEL WINNER: ILLINOIS INSTITUTE OF TECHNOLOGY CONNECT WITH US ON SOCIAL MEDIA Twitter: #CFAChicago #CFAResearchChallenge

12 CFA INSTITUTE RESEARCH CHALLENGE S P E C I A L T H A N K Y O U T O O U R F E A T U R E C O M P A N Y C D W C F A S o c i e t y C h i c a g o 3 3 N. L a S a l l e S t r e e t, S t e C h i c a g o, I L P : F : w w w. c f a c h i c a g o. o r g

Starting a Career in Meteorology

American Meteorology Society Board of Private Sector Meteorologists Webinar Series Presents Starting a Career in Meteorology Panelist Discussion Moderator: Pete Clement peter.clement88@gmail.com BPSM@ametsoc.org