Montana State University

MSU finance students take first place at research challenge competition

February 28, 2014 -- MSU News Service

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Tel: (406) 994-4571
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Four students from the Montana State University Jake Jabs College of Business and Entrepreneurship recently placed first at a regional competition designed to test their investment analysis, writing and presentation skills.

Phil Boyett, Grant Ganoom, Nick Tunell and Jake Weimer earned first place honors in the local level of the Chartered Financial Analysts Institute Research Challenge held last week in Spokane, Wash. The team will now advance to the Americas regional round of the competition, set for March 18-19 in Denver. There, students will compete against mostly master’s-level teams from universities located across North and South America, including Harvard University, Stanford University and the University of Pennsylvania.

The challenge is a competition between university-sponsored teams. Each team researches a designated publicly traded company, prepares a written report and presents its findings to a panel of judges. The competition enables participating students to interact with investment professionals and firms while gaining experience in equity analysis, report writing and presentation skills. Teams from Boise State University, Eastern Washington University, Gonzaga University, Northwest Nazarene University, University of Montana, Washington State University and Whitworth University also participated in the competition.

Peter Rubicam, an MSU adjunct instructor of finance, and Eric Flynn, an MSU alumnus who works at Bitterroot Capital Advisors, LLC, coached the students, who spent months preparing for the competition.

This is the fourth year that the Jake Jabs College of Business and Entrepreneurship has fielded a team. Last year, the MSU student team took first place in Spokane, and in 2011, the team placed second.

For more information, contact Rubicam at peter.rubicam@montana.edu or 994-6198. 

Contact: Audrey Capp, (406) 994-7026 or audrey.lee@montana.edu