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FMA Magazine 2021 - 2023

FMA Bi-Annual Magazine. Highlighting programs, training, and engagements of Auburn University Financial Management Association Honors Society and Auburn Student Investment Fund.

FMA Bi-Annual Magazine. Highlighting programs, training, and engagements of Auburn University Financial Management Association Honors Society and Auburn Student Investment Fund.

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<strong>FMA</strong> students represented <strong>FMA</strong> in eight case competitions<br />

over the last two years: KROLL YOUniversity Deal Challenge,<br />

the CFA Institute Research Challenge (two years), the UGA<br />

Stock Pitch Competition (two years), University of Michigan’s<br />

Investment Conference, Bloomberg Trading Challenge, and<br />

the Harvard Global Business Case Competition.<br />

The CFA case competition provides<br />

students with hands on mentoring and<br />

intensive training in financial analysis<br />

using analytical valuation, report writing<br />

and presentations skills. The 2022<br />

team took second place in the regional<br />

competition and included members James<br />

Rosen, Stephen Sadie, Wesley Lowman,<br />

and Emily Dunaway. “It’s good for the<br />

students to participate in such a large-scale<br />

competition and compete with other top<br />

schools. I’m so proud of our students,” said<br />

Albert Wang, associate professor in finance<br />

at Harbert College, who serves as an ASIF<br />

faculty advisor as well as the CFA case<br />

comp advisor.<br />

2022 was the first time that Auburn<br />

participated in the UIC at Michigan. With<br />

approximately 200 entrants, UIC invited<br />

the top 25 to come to campus for a live<br />

pitch. Both <strong>FMA</strong> teams were invited and<br />

made the trek to Ann Arbor. Each team<br />

is expected to pitch an equity (minimum<br />

market cap of $500mm), long or short.<br />

Selections must be a stock (common or<br />

preferred). The opportunity is evaluated<br />

as a long or short position with a three-totwelve-month<br />

investment horizon. <strong>FMA</strong><br />

participants across both teams included<br />

Chris Harrell, Grace Ann Tankersley, Hallie<br />

Ramsey, Pierson Black, Patrick Sullivan, and<br />

Brady Arnette.<br />

Case competitions provide <strong>FMA</strong> students<br />

with practical, hands-on application and<br />

industry exposure, and students continue to<br />

proudly represent our program at regional<br />

and national competitions.<br />

<strong>FMA</strong> <strong>2021</strong>-<strong>2023</strong> MAGAZINE 41

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