Hofstra University reigns supreme among final four field that included Binghamton University, Rutgers University New Brunswick and Seton Hall University

A team of students from Hofstra University has captured the local regional crown at the CFA Institute Research Challenge. CFA Society New York congratulates the team, made up of Daniel Cohen, Jillian Sarro, Guru Sidaarth, Matthew Templeton, mentor Rafay Khalid, CFA, and faculty advisor Andrew Spieler, CFA. As the local society winner, Hofstra will represent CFA Society New York at the Sub-Regional competition this month.

CFA Society New York extends its gratitude and appreciation to this year’s sponsors, CFA Institute and Kaplan Schweser, for their tireless support of CFA Society New York’s initiative aimed at the next generation of financial professionals. We also thank Factset for providing the competing students with the data necessary to do all required research. CFA Society New York appreciates the participation of this year’s subject company, Oshkosh Corporation, and specifically Patrick Davidson, Senior Vice President of Investor Relations, for taking the time to make a company presentation to the students.

This year’s competition began in October 2021 with a field of 21 Universities and Colleges, all located within the Tri-State area. Thanks to all who participated: Baruch College, Binghamton University, College of Staten Island, Cornell University, Fairfield University, Fordham University, Hofstra University, Iona College, Marist College, New Jersey Institute of Technology, Pace University, Quinnipiac University, Rutgers University (New Brunswick and Newark), Saint Peter’s University, Seton Hall University, St. John’s University, The College of New Jersey, The King’s College, University at Albany and Vassar University.

The competition would not be possible without the CFA Society New York volunteers that mentored, graded and judged in this year’s competition. Many thanks to: Adam Sucov, CFA, Allison Poliniak, CFA, Ana Lai, CFA, Andrea Urban, CFA, CAIA, Cindy Motz, CFA, Daniel Barile, CFA, CAIA, David Dineen, CFA, David Petu, CFA, Ed Maguire, Eric Fernandez, CFA, Greg Siegel, CFA, CPA, Isaac Tak, CFA, Jack Kranefuss, Jim Batterman, CFA, Jerry Rothstein, John Cusick, CFA, Juan Bayuelo, Karl Mergenthaler, CFA, Leo Schmidt, CFA, Lorenzo Ligato, Maddy Rai, CFA, FRM, Mandy Eisenberg, CFA, Mari Tsagareishvili, CFA, Marian Pavlus, CFA, Matt Chesler, CFA, Matt Wooten, Rafay Khalid, CFA, Rob King, Rodrigo Cortez, CFA, Scott Gaffner, CFA, Steven Karpel, CFA, Tim Parker, CFA, Viktoria Baklanova, PhD, CFA, PRM and Zachary Sherman, CFA. A special thanks to Charles Gregoro, CFA, Christos Charalambous, CFA, Guotao Lu, Rick Konrad, CFA, CFP and Suzana Zayed, CFA who each served in multiple capacities.

CFA Society New York continues to seek volunteers interested in participating in this enriching and rewarding initiative, as part of the University Outreach Program. If you are interested in helping in the future, please contact Corry McKee at cmckee@cfany.org.