Category: Undergraduate Students

Boston University Undergraduate Team Rivals Top MBAs in New England CFA Research Challenge

May 27th, 2010 in Faculty, Finance, Graduate Students, Students, Undergraduate Students

Competing against MBAs from MIT, Harvard, BC, Babson and More

Alex Corbacho '10, Scott Stewart (faculty advisor), Margaret Lam '10, and Michael Murphy '10Upon the heels of last year’s victory, Boston University School of Management’s undergraduate team made it to the finals in the Fourth Annual Investment Research Challenge sponsored by The Boston Security Analysts Society, Inc.

Competing against MBAs from MIT, Harvard, Babson, BC, and other schools, the BU undergraduate team consisted of Mike Murphy, Alex Corbacho, and Margaret Lam.

The finals took place on February 9, 2009, and, although the BU team ceded to MIT’s MBA’s, Faculty Advisor Scott Stewart reported,

“The SMG team did a super job, giving the winning team of MBAs from MIT a run for their money.  There’s no formal second place, but it’s telling that the winning MBA team has asked our undergrads to help them prepare for their next competition in NYC in March between winning schools from North & South America.  The BU team graciously agreed to work with them.

“It’s telling that the winning MBA team has asked our undergrads to help them prepare for their next competition.”

“It is truly remarkable to see 21 year olds compete with 30 year olds.  The BU team’s poise, demonstrated knowledge and professionalism truly impressed the judges, audience, and representatives from Staples, the subject of the analysis. ” – Scott Stewart, Faculty Advisor

More about the New England Investment Research Challenge

More about last year’s victory by the BU undergrad team

Top Student Undergrad Teams Present Product Development Projects to McGraw-Hill/Irwin Executives

May 19th, 2010 in Students, Undergraduate Students

The 2010 SM323/McGraw-Hill/Irwin New Product Challenge


Left to right: Rob Zwettler, Vice President, Marketing, McGraw-Hill/Irwin; Brayton Holman; Ketan Panchal; Sarah Colton; Julie Merin; Jaimie Weiss; Hafsah Al-Hassan; David Littlehale, Vice President, Sales, McGraw-Hill/Irwin. (DanceStar Team members not pictured: Eric DiGiose and Kushagra Sodhia)Boston University School of Management hosted its 14th New Product Challenge on Monday March 22, 2010. The SM323/McGraw-Hill/Irwin New Product Challenge is one of the highlights of the School of Management undergraduate award-winning Core program.

SMG’s SM323 set of courses (also known as “The Core”) is one of the key elements differentiating the BU School of Management’s undergraduate curriculum. The four functional courses are integrated into a unique one-semester sequence through a common semester-long project focused on new product development.

SMG’s SM323 set of courses (also known as “The Core”) is one of the key elements differentiating the BU School of Management’s Undergraduate curriculum.

The Challenge was born in 1997 as a means to recognize the top Core teams. Each year, the SM323 faculty nominate projects from approximately 80 SM323 plans for review by McGraw-Hill Irwin. McGraw-Hill/Irwin selects three finalists to present their plans, with the winning team members receiving prizes and their names on the SM323/McGraw-Hill/Irwin New Product Challenge trophy.  This year’s finalist teams and faculty advisors were:

SM323 Finalist Teams and Faculty Advisors

The Black Belt Team: Lucas Dunn, Evan Fung, Yu-Hsuan (Brenda) Hsu, Daniella Kaye, Paul Matheson, James Potts, and Julian Stuetzer

Faculty advisors: Kathryn Griner, Remi Trudel, Jim Slusser, and Paulo Figueiredo

DanceStar Team: Hafsah Al-Hassan, Sarah Colton, Eric DiGiose, Brayton Holman, Julie Merin, Ketan Panchal, Kushagra Sodhia, and Jaimie Weiss

Faculty advisors:  Jeff Allen, Ted Chadwick, Jonathan Hibbard, and John Neale

The Seeker Team: David Caine, Jeffrey Chudacoff, Alexandra Jane Cosgriff, Sean Marchessault, Jessica Maron, Noman Pathan, and Emily Wu

Faculty advisors: Kathryn Griner, Remi Trudel, Jim Slusser, and Paulo Figueiredo

This year’s Judging Panel included:

  • David Littlehale –Vice President, Sales, McGraw-Hill/Irwin
  • Rob Zwettler, Vice President, Marketing, McGraw-Hill/Irwin
  • Professor John Chalykoff, Associate Dean and Professor of IS, Boston University, School of Management

The judges rated the DanceStar team first with a strong presentation and Q&A session. The winners received Apple store gift certificates, signed and framed certificates, and their team’s product name engraved onto the challenge trophy.

Special thanks to the McGraw-Hill/Irwin business plan readers who read and evaluated the 12 plans to select the final three to present: Kevin Kane, President, McGraw-Hill/Irwin, and James Kourmadas, VP, Marketing Strategy, McGraw-Hill/Irwin.


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School of Management Undergraduates Honored for Their Leadership

May 18th, 2010 in Students, Undergraduate Students


School of ManagementCongratulations to these outstanding School of Management undergraduates on the following prestigious honors:

The Harold C. Case Scholarships, established in 1967, recognize undergraduate students of superior qualifications and performance. The awards are given to those juniors who exhibit great scholarly accomplishment and potential, and participate in extracurricular activities that contribute to University life.

The 2010 recipients are the School of Management’s Yuliya Batalova (SMG ’11, Accounting/Finance) and Jarrett Szczesny (SMG ‘11, Finance and Law).

The Scarlet Key Society selects outstanding seniors who have demonstrated exceptional leadership in student activities and organizations, service to their school/college, and scholarship.

The 2010 roster of selected students includes the School of Management’s:

  • Samalie Ahanonu
  • Sumantro Das
  • Shane Hinde
  • Zachary Horowitz
  • Rachel Katz
  • Veronica Ocasio
  • Amy Yu
  • David Garguilo
  • Margaret McKemie
  • Sean McQuarrie
  • Emily Pallotta
  • Jonathon Scagos

(All SMG ’10)

Boston University Alumni Association Student Leader Award: The 2010 recipient is School of Management’s Emily Pallotta (SMG ’10).

The Boston University Student-Athlete Awards, recongizing the top female and male Scholar/Athletes across the Universty.  The 2010 honorees are School of Management seniors Emily Pallotta and Tyler Morris (both SMG ’10).

BU undergrad team—competing against MBAs from Harvard, MIT, Tuck, and more—wins New England Investment Research Challenge

April 13th, 2010 in School, Students, Undergraduate Students

Team then places 3rd in the Americas


Mukesh Jagota (SMG’09), Ashan Walpita (SMG’09), Josh Enzer (SMG'09, CAS’09), Jeff Li (CAS'09, ENG’09), and Scott Stewart, Faculty Director, MSIM ProgramOn February 10, 2009, a team of four Boston University School of Management undergraduates won the New England Investment Research Challenge (NEIRC) sponsored by the Boston Security Analysts Society (BSAS) and Chartered Financial Analyst Institute (CFA).

Among the teams competing were MBAs from Babson (two-time winners who topped the global competition in 2006), Boston College, Harvard Business School, and MIT Sloan School of Management.  BU’s team was one of only two undergraduate teams, and the sole undergraduate team in the finals.

The winning Boston University undergraduate team members are:

  • Presenters: Josh Enzer (’09), Jeff Li (’09), Mukesh Jagota (’09), and Ashan Walpita (’09)
  • Faculty Rep and Team Manager: Ulyana Hrudzko (12/08)
  • Alternate: Ishar Sawhney (’10)

In the next round, March 21 at the North & South America competition in New York City, the School of Management team placed third overall out of fifteen regional winners, again competing with many teams which were MBAs.

Winning students in elite honor program modeled after School’s MSIM curriculum

The five teammates comprise an elite undergraduate honors program (modeled after the School’s MS in Investment Management curriculum) at Boston University School of Management.  In this program, students are not allowed to use Wall Street research, but must stick to the fundamentals of equity research—a method preferred most notably by Fidelity analysts—in which quantification of all findings is the central goal. All research must be translated into dollars, and students must be able to explain their calculations down to the penny—a  rigorous quantification training that gave them an edge over their competition.

“This incredible accomplishment validates the idea that you can teach young people in the classroom to successfully use the most advanced practices in the investment industry. Our students were the only undergraduates to make the finals, and it is a challenge to display the maturity of a thirty-something giving a presentation, when you’re only 21 years old.  However, it was also clear that their abilities to present the numbers, digest the rapid pace in the Q&A, and use presentation technology were superior.  Already we’re looking forward to next year.” — Scott Stewart, winning team advisor and Faculty Director, MSIM Program

Rigorous attention to research differentiates this challenge from others

Explains the CFA Institute:

“Over the course of the competition, university teams of three to five students each are mentored by industry professionals in writing an equity research report on a publicly traded company. The teams then present their findings to a distinguished panel of experts.”

The Institute also explains that the “Challenge consists of the following components:

  • Analysis of a public company – Teams research a publicly traded company, and company management presents to the team and participants in a question-and-answer session.
  • Mentoring by a professional research analyst – Each team works with an investment professional who mentors the team on the research process and reviews their report.
  • Writing a research report – Students produce an initiation of coverage report on the chosen company. The report is reviewed and scored by a group of judges.
  • Presentation of research to a high-profile panel of experts – The team with the highest combined report and presentation score is the winner.
  • Advancement to the CFA Institute Global Investment Research Challenge – The winners of the four regional challenges advance to compete in the global finale on April 2, 2009 in London.”

The panelists for the Americas Challenge were:

  • Kay Ryan Booth, CFA – managing director at J.P. Morgan Chase
  • Bud Haslett, CFA − chief executive officer for Miller Tabak Capital Management and Director of Option Analytics for Miller Tabak+Co., LLC
  • Ashwani Kaul – director of research for Thomson Reuters
  • Tom Keene, CFA – editor-at-large, Bloomberg News; host, Bloomberg Surveillance
  • Thomas Madsen, CFA – former global head of equity for both UBS Global Asset Management and JPMorgan Asset Management
  • John Rogers, CFA – CFA Institute president and CEO
“That a team of our undergraduate students would outperform MBA students from MIT, Harvard, BC, and Babson is yet more testimony to the unique caliber of our undergraduate business program, which the Association to Advance Collegiate Schools of Business has ranked among the strongest for accredited institutions.” — Louis E. Lataif, Allen Questrom Professor and Dean, Boston University School of Management

The BU team will be recognized at the Boston Society Annual meeting this April, where they will be provided their own table.  They were also invited to the NYSE floor during a recent opening.

More about the Global Investment Research Challenge

Related article from BU Today: “SMG Student Analysts Tops in New England Contest

School of Management Undergraduates Support Boys & Girls Club through Casino Night and Frosty’s Friends

February 26th, 2010 in Students, Undergraduate Students

Two Events, 850 People, 45 Presents, and $5000


Student Government Officers Wrap GiftsFrosty’s Friends

This holiday season, the SMG Student Government participated in the Boston Cares Frosty’s Friends program.  Forty-five children from the Lynn, MA Boys and Girls Club of America wrote letters to Frosty with a holiday gift wish, which SMG’s students, faculty, and staff then fulfilled.

During the last Student Government meeting of the semester, officers had a great time wrapping the gifts and getting them ready to be delivered before the end of the semester.

Casino Night

On January 30th, SMG Student Government was at it again, hosting one of Boston University’s most popular annual events, Casino Night.  The community service event raised approximately $5,100 towards the Boys & Girls Club, and over 850 people came out in support–exceeding last year’s attendance by almost 100%.

Just a few of the eighteen prizes that were offered: a weekend trip to California, Celtics tickets, and DVD box sets.

Behind the scenes of Casino Night and its success was much hard work and collaboration by Brad Allworth, Nick D’Addabbo and the rest of the Casino Night committee.