UNC Charlotte students compete in national investment challenge

Ateam of UNC Charlotte students recentlyrepresented North Carolina in a national investment research challenge in New York City.

Lee Bowles, Jarrod Green, Brian Schiffer, Suken Shah and Bruce Silberman qualified by having the top report and oral presentation in a state challenge in February, where they competed against teams from UNC Chapel Hill and Duke, Wake Forest and Appalachian State universities.

The national competition, the Americas Regional Investment Research Challenge, was sponsored by the CFA Institute, the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. The Institute covered the costs of travel, accommodations and group meals for student teams.

The UNC Charlotte students are enrolled in the Student Managed Investment Fund (SMIF) in the Belk College of Business, a year-long finance course established to give students hands-on experience in investing and financial analysis. Assets for the SMIF are provided by the UNC Charlotte Foundation and are real funds from the university endowment. Dr. Judson Russell, clinical associate professor of finance, is the SMIF advisor and served as coach for the student investment team.
“We are incredibly proud of the students for their performance in the state investment challenge and their representation of North Carolina in New York,” said Joe Mazzola, dean of the Belk College.