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Our Executive Board

Charlie Forbes

President

Evan Salentine

Vice President

Sheldon Deng

Treasurer

Griffin Haase

Pitch Logistics Co-Chair

Elena Wallenfang

Pitch Logistics Co-Chair

Umer Sohail

Member Relations Chair

 

 

Taran Katta

Marketing Chair

Travis Bradford

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Chris Duffy

Recruitment Chair

Kevin Wenzel

Event Chair

Our Blog: CMCnotes

Careers in Finance follow-up Read more

Careers in Finance follow-up

In my 9/23 Zoom meeting I neglected to mention the CMC blog on the club website where members can find interesting notes on company analysis, financial modeling, and career development. In the latter category and related to the discussion of career opportunities, you will find several videos of CMC alumni and friends offering career advice to members and posts focused on jobs. The Alumni Panel and Three Formulas for Acing Your Next Job Interview should be of particular interest.

I also want to reiterate my comment about following the market. A part of that is staying current on the news affecting markets. The Wall Street Journal is read daily by most practitioners and offered to students at a steep discount. The Financial Times is another popular news source offering broad international coverage and also offered tat a discount. I believe both are also available in the Grainger Hall Learning Commons.

There are many other free resources including news clipping services like The Morning Brew and The Water Coolest, which target students and provide a decent short (irreverent) summary of major stories and links to additional resources that can be helpful for newer investors including this guide to resources for finance beginners included in this morning's Morning Brew.

There are also many free blogs that cover the markets, economics, and companies. A couple examples include Edge and Odds which is run by a retired portfolio manager and covers a range of topics all market-related, Musing on Markets which is run by Aswath Damodaran an NYU professor and valuation expert, and Cumberland Advisors which is run by a well-regarded advisory firm and features economic and market commentary. Most offer an option to push posts to your email and usually focus on issues relevant to professional investors. Staying informed and understanding the issues will demonstrate your passion for investing which is important to prospective employers. When you meet a practitioner ask them their favorite information sources.

One of your challenges as an analyst is filtering through all the noise from the many available information sources to extract the key information signals that can help you make sound investment decisions. The CMC blog post How to Read Financial News described an article by t

Nikola (NKLA) Short Report Read more

Nikola (NKLA) Short Report

Hi all,

As a follow-up to a company mentioned in last week's training session, please feel free to check out a short-seller's analysis and report on the company Nikola (NKLA) at https://hindenburgresearch.com/nikola.  From time to time, a public company stands out for (potentially) bending the truth to help promote its stock and business.  Enron and Worldcom are classic older examples of this, Theranos and now (maybe?) Nikola are more current examples.  Both the trading around stocks like these and the battle between company management teams and analysts that are negative on the stock can be absolutely fascinating to watch.  Worth a read!

Greg

RW Baird Information Sessions - CMC Exclusive Read more

RW Baird Information Sessions - CMC Exclusive

Hello All, 

This is a reminder that tomorrow (Tuesday, August 18th) at 6:00 PM CT Baird will be hosting a virtual recruiting info session for their 2021 equity research internships/full-time roles. This info session will be exclusive to CMC members. This a great opportunity for anyone who is interested in learning more about Baird's equity research programs as well as a great opportunity to network with equity research analysts at the firm. 

IMPORTANT: In the Zoom call we will be splitting everyone up by grade level into three separate breakout rooms (one for sophomores, juniors, and seniors) in order to focus on the program(s) most relevant to each group. If you plan on attending, you must fill out and submit this Google Form so that we can place you in the appropriate breakout room once in the Zoom call. Make sure to come prepared with questions for the analysts as there will be a Q&A session in each breakout room. 

Here are the links to the job postings for the Baird Equity Research Internship and Full Time Role

Here is the link and passcode to join the Zoom call:
https://us02web.zoom.us/j/88518189603?pwd=dUNQQllEd09BeHpMQndVOXlrRGVRdz09
Meeting ID: 885 1818 9603
Passcode: 758433

CMC Executive Board

CFA Society Madison Scholarship Notice Read more

CFA Society Madison Scholarship Notice

CFA Society Madison is offering three scholarships for the December 2020 or February 2021 CFA exams.  Each scholarship is for $800 to help candidates defer the cost of pursuing the CFA designation.  Applications must fulfill all CFA candidate requirements to be eligible for a scholarship.  Scholarships are not available to CFA Society Madison officers, directors, employees or their immediate families. 

  • Candidates already receiving Access or Awareness scholarships for the June 2020 or December 2020 are not eligible for the CFA Society Madison scholarship.
  • Candidates are ineligible if their current employer provides any financial assistance for participation in the CFA Program.
  • Candidates must sit for the December 2020 exam or the February 2021 exam in order to receive the scholarship payment.

If you are interested in applying - 

  • Complete the Society Scholarship Application  and return by November 1, 2020.  (Recipients will be notified by late November 2020)

Mail the application to:

            CFA Society Madison

            1702 Ashlawn Lane

            Waunakee, WI 53597

            or scan to cfa@cfamadison.org

 

Any questions can be directed to Xuezheng Wu, CFA at xwu@madisoncollege.edu.

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