

Awards
Redefining Investment Strategy Education (R.I.S.E.) Competition at the University of Dayton, OH
|
2013 2012 2011 |
1st Place 1st Place 2nd Place |
Income Portfolio Income Portfolio Income Portfolio |
Fixed Income 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)
|
2013 2012 |
2nd Place 2nd Place |
Florida Florida |
|
|
2011 |
1st Place |
Florida |
|
Global Asset Management Education (G.A.M.E.) Forum, Quinnipiac University, Hamden, CT
|
2013 2012 |
1st Place 1st Place |
Income Portfolio Equity Portfolio |
Fixed Income Equity Stocks |
|
2011 |
1st Place |
Income Portfolio |
Fixed Income |
2012 RISE and GAME Competition Teams:
Marla Yuan, Shaun Tracey, Stephen Swofford and Michael Taylor

