Southern Classic | IRC The annual Investment Research Challenge | Southern Classic was held on February 24, 2018. A record nineteen teams submitted papers for this year’s challenge. Sixteen teams from Georgia, Alabama, and South Carolina gathered at Kennesaw State University to present equity analysis and investment recommendations to a group of industry judges.
United Parcel Services, Inc. was the subject company this year. We would like to give special thanks to Grace Moore, CFA from the UPS Pension Plan. She attended the event and gave a speech to those in attendance.
The first round of presentations started in the morning. Three teams were selected for the final round of presentations. The University of Georgia, University of South Carolina, and Clemson University advanced to the final round held during the afternoon session.
Congratulations to The University of South Carolina for winning the 2018 Investment Research Challenge | Southern Classic. They will advance to Americas Regional competition in Boston, MA. The Regionals will take place March 19-20.
Students learned the essentials for writing an Equity Research Report. They had the opportunity to be coached and critiqued by industry experts and other CFA’s. The Research Challenge – Southern Classic Committee has compiled a book of resumes of student participants. If you would like a copy, please reach out to education@asfip.org.
The ASFIP Board would like to thank the Research Challenge Committee and all of the judges, graders, and other volunteers who helped to bring the event together. The competition occurs each year due to the commitment of numerous volunteers. Their efforts have made the event a grand success and is one of the premier case competitions for college and graduate students. Finally, we also would like to express our on-going gratitude to the CFA Society Alabama and the CFA Society South Carolina for their continued support of the competition.
Next year’s competition is destined to be the most competitive on record. We hope to see even more teams and volunteers participate. If someone would like to nominate a college or a team, please contact us at cfa.irc.southernclassic@gmail.com
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