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Finance students advance in Southwest U.S. Research Challenge

02.24.2016 | By: Texas Wesleyan University
TIPS Team for Finance Competition

A student team of finance majors from the School of Business have advanced to the finals in the 2015-16 Southwest U.S. Research Challenge sponsored by the local CFA (Chartered Financial Analysts) societies. The team comprised of Andi Petry, Kimberly McLean, Omar Gomez, Oscar Gomez and Juan Ontiveros beat out competitors from 25 universities across Texas, Louisiana and New Mexico. 

“This is our second year competing and our team is working hard,” team sponsor Professor Shengxiong Wu, Ph.D., said.

The CFA Research Challenge is an annual competition where student teams analyze a publicly traded company and make their recommendation regarding buying, selling or holding the company’s stock. It's a widely known event in the world of finance. The team’s advancement to the second round is a great accomplishment for the university and the School of Business. The students all agreed that this competition was a challenge but at the same time a very educational experience.

This year the CFA selected Southwest Airlines for the teams to research. 

“This has been a great opportunity for us because it allowed us to look at a company in a way financial analysts in the real world do every day,” said Oscar Gomez.

The team will compete this Saturday, Feb. 27 in the TIPS/Southwest US Research Challenge at Texas Christian University. The winning team will advance to the Americas Regional competition in Chicago in April. Texas Wesleyan is hoping to do well this weekend so they can show the world what “Smaller. Smarter.” is all about.

Other competitors:

  • Rice University
  • Southern Methodist University
  • St. Mary’s University
  • Texas Tech University
  • University of Texas at Arlington
  • University of Texas at Dallas
  • University of Texas at San Antonio


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