Business school team wins investment challenge

Brandeis team faced off against BU, MIT and Northeastern competition

The winning team from Brandeis International Business School (from left) mentor Paul Fruin of S&P Capital IQ, Jingyu Liu MSF ’13, Kim Myers MA ’13, Chengyu Li MA ’13, Jossi Schwebel MSF ’13 and Matt de Sousa MA ’14.

A student team from Brandeis International Business School finished first at the New England Investment Challenge hosted by the Boston chapter of the CFA Institute on Wednesday, Feb. 6. The win earned the team a spot in the semifinals in Toronto next month.

Organized by the Boston Security Analysts Society, the event took place at the offices of MFS Investment Management. The contest featured groups from Brandeis, Boston University, MIT and Northeastern delivering 10-minute buy-or-sell pitches for the voice-recognition software company Nuance Communications.

Pitches were judged by an expert panel of representatives from companies like BNY Mellon and Harvard Management Company. Panelists applauded the Brandeis team for both its presentation and the detailed equity report it submitted in December, which included an original survey of more than 600 mobile users across the world.

The participating students from the Brandeis business school were Matt de Sousa MA ’14, Chengyu Li MA ’13, Jingyu Liu MSF ’13, Kim Myers MA ’13 and Jossi Schwebel MSF ’13, all of whom are members of the school’s Global Markets Investment Club.

“This is a huge win for us, for Brandeis IBS and for GMIC,” said Myers. “After all of our late nights working in the computer lab, I feel like I’ve learned so much about how to conduct equity research and work on a team.”

The students now head to the “Americas” semifinal on March 20-21, where they will vie to be one of two teams to advance to London in April for the global CFA competition. More than 650 universities across the world entered the competition.

Categories: Business, Student Life

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