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Loyola Students Win Regional 2016 Global Investment Research Challenge

May 2016

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A team of five undergraduate business students at Loyola University Maryland’s Sellinger School of Business and Management won the CFA Institute’s Global Investment Research Challenge in the Baltimore-Washington region.

The Loyola team researched The Advisory Board Company and created a financial and market analysis, financial modeling, an investment recommendation and presentation as part of the competition. They presented their work to a panel of judges and certified financial accountants.

In order to participate in the competition, the Loyola team—consisting of Corey Sorrento, Kat Podlovits, Dan Polizzano, Connor Pietrak and Antonio Cartolano—used Loyola’s Sellinger Experiential Learning Lab, which provides access to financial data platforms like Bloomberg, Capital IQ and Morningstar.

“I am so proud of the effort that these students put in, researching during their winter break, late into the evenings, and then working to put together a fantastic report and presentation to win the regional round,” said Frank D’Souza, finance professor and faculty advisor to the Loyola team.

Loyola competed against five schools in this year’s challenge: George Washington University, Towson University, University of Baltimore and two graduate teams from University of Maryland’s MBA and Master of Science in finance programs.

The Loyola team competed in the national finals in Chicago.

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