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JMU up to the challenge in opening round of CFA’s annual contest


 
cfa-four-team-members
Pictured above, left to right: Connor Riley, Ryan Shuman, Ignacio Montero Gimeno, and Yuvraj Joshi.

SUMMARY: A team composed of four CoB students comes out on top in a global competition.


By David Doremus

A team from JMU’s College of Business has won the local round of this year's CFA Investment Research Challenge.

JMU emerged the victor on February 23 in a close contest, prevailing over teams from Hampden-Sydney, Washington & Lee and William & Mary. They will now represent the Commonwealth of Virginia in the sub-regionals at the end of March.

Listed below with their majors are the four members of the team:

Yuvraj Joshi
Junior from Bangalore, India
Finance

Ignacio Montero Gimeno
Fifth-year senior from Madrid, Spain
Finance and economics

Connor Riley
Senior from Walpole, MA.
Finance with a business analytics minor

Ryan Shuman
Senior from South Riding, VA.
Quantitative finance and statistics

This year's win follows more than a decade of near-misses for JMU, despite performances that consistently placed them among the competition's top teams.

"Each member of the 2022 team has brought a unique perspective to the research project, yet they all work well together," observed Dr. Hui Sono, academic unit head for finance and business law, and faculty mentor to the CFA Challenge team. "They took the initiative, worked hard, and I’m very proud of what they have accomplished."

The CFA Investment Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Students are tested on their analytical, valuation, report-writing and presentation proficiencies. They gain real-world experience by role-playing the job functions of a research analyst.

"The CFA Challenge was an amazing opportunity to apply the valuation and finance skills I've developed during my time at JMU," said Shuman.

"It was great learning more about what investors look for in a company, and using that information to produce a well-crafted story that expressed our own viewpoint," Shuman added. "We look forward to representing JMU and the commonwealth at the next level, and continuing to advance in the competition."

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Published: Tuesday, March 1, 2022

Last Updated: Tuesday, March 1, 2022

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