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Awards

Redefining Investment Strategy Education (R.I.S.E.) Competition at the University of Dayton, OH

2012

2011

1st Place

2nd Place

Income Portfolio

Income Portfolio

Fixed Income

Fixed Income

2010

1st Place

Income Portfolio

Fixed Income

2009

2nd Place

Income Portfolio

Fixed Income

2008

1st Place

Income Portfolio

Fixed Income

2007

1st Place

Income Portfolio

Fixed Income

2006

1st Place

Equity Portfolio

Growth

2005

1st Place

Income Portfolio

Fixed Income

2004

1st Place

Income Portfolio

Fixed Income

2003

2nd Place

Equity Portfolio

Growth

2002

1st Place

Equity Portfolio

Value

2001

1st Place

Equity Portfolio

Blend

 

CFA Global Investment Research Challenge (CFA I•R•C)

2011

1st Place

Florida

 

 

 

 

 

Global Asset Management Education (G.A.M.E.) Forum, Quinnipiac University, Hamden, CT

2012

1st Place

Equity Portfolio

Equity Stocks

2011

1st Place

Income Portfolio

Fixed Income

2012 RISE and GAME Competition Teams:

Marla Yuan, Shaun Tracey, Stephen Swofford and Michael Taylor