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Two Carthage student teams, Team Ember and Team Firebird, competed against local business schools in the Chartered Financial Analyst (CFA) Research Challenge on Feb. 28 in Milwaukee. Team Ember scored the highest in the written report section.

From left to right: Taylor Wimberly ?24, Kasey Pfister ?23, Kylie Norman ?24, Zach Bulthuis ?23, ... From left to right: Taylor Wimberly ’24, Kasey Pfister ’23, Kylie Norman ’24, Zach Bulthuis ’23, Cameron Fischer ’23, Emma Thistle ’25, Michael Malyszek ’25, Will Simmons ’25, and Prof. Chao Zheng.

The CFA is one of the highest distinctions in the investment industry. The Research Challenge is a competition in which student teams from business schools prepare an equity research report on an assigned company and present their findings to a panel of investment industry experts.

This annual educational initiative is designed to promote best practices in research among the next generation of analysts through hands-on mentoring and intensive training in company analysis. Last year, more than 6,400 students from over 1,000 universities participated in the global challenge.

This year’s schools participating in the local challenge were Carthage College, UW-Madison, UW-Milwaukee, Marquette, UW-Greenbay, UW-Eau Claire, and UW-Whitewater.

The Carthage teams this year include:

  • Zach Bulthuis ’23
  • Cameron Fischer ’23
  • Michael Malyszek ’25
  • Kylie Norman ’24
  • Kasey Pfister ’23
  • Will Simmons ’25
  • Emma Thistle ’25
  • Taylor Wimberly ’24

Both Team Ember and Team Firebird obtained excellent results in the competition, highlighting the students’ hard work and outstanding skills. They also gained experiences learning industry best practices, networking with peers, and being mentored by accomplished industry professionals. We hope to continue to compete in future challenges.

Sponsoring Department, Office, or Organization:

Finance and Accounting Department