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Finance students win regional competition, prep for nationals in New York City

From right to left: Nathan Oakley, CFA and team mentor; team members Anthony Fox, Tyler Hill, Matthew Hineline, Rhett Mosqueda and Kieran Nolan; and faculty coach Keith Harvey, CFA charterholder.

A team of five College of Business and Economics finance students – Anthony Fox, Tyler Hill, Matthew Hineline, Rhett Mosqueda and Kieran Nolan – recently emerged victorious in the Idaho Regional of the Chartered Financial Analyst (CFA) Institute Research Challenge. A Boise State team has won four of the last seven Idaho competitions.

The annual global competition provides finance students with an immersive experience in financial analysis and valuation. The participants analyze a public company and write an initiation of coverage report, which includes a valuation and recommendation on the stock.

“This competition provides unparalleled real-world application for our finance students, and I’m incredibly proud of the work this year’s team did,” said Keith Harvey, professor and associate chair of the Department of Finance, and a CFA charterholder. “The real world is much messier than the textbook, and it’s such a joy for me each year to work with a group of highly motivated students who are willing to tackle the ambiguity and go deeper.”

Harvey teamed with Nathan Oakley, a CFA and an investment adviser at Mountain Pacific Investment Advisers, Inc., to mentor the students.

“Nathan brought his tremendous depth of industry experience to bear in helping the students polish their work and prepare for a tough Q and A session,” Harvey said.

The Boise State students advance to the Americas Regional Competition April 20-21 in New York City, with the Global Final Competition held April 22, which currently is still scheduled to take place. There, they will compete with top schools from around the world. Over the course of the three days, the students also will attend sessions, network with CFAs and fellow students, and visit Wall Street and other financial sites.