The Roland and George Investments Program (RGIP) is housed inside the Stetson College College of Enterprise Administration.

“RGIP has an extended historical past of being profitable in student-managed funding fund competitions, however this was a analysis problem, so it’s good to see that Stetson prepares its college students for the caliber that professionals with CFA credentials worth.”

Two Stetson College pupil groups took first and third place throughout the digital CFA (Chartered Monetary Evaluation) Institute Analysis Problem.

The Roland and George Investments Program’s (RGIP) Stetson A and B groups used their analytical, valuation, report-writing and presentation abilities to judge the net pet-product firm Chewy.com.

The Stetson B crew gained the state competitors and Stetson A crew got here in third place. Each groups competed towards 13 faculties and universities, together with the College of Central Florida, College of Florida, Florida State College, College of South Florida, Rollins Faculty and Jacksonville College.

“I used to be completely happy that the scholars’ arduous work and lengthy hours had paid off, particularly since they participated voluntarily within the CFA Institute Analysis Problem outdoors of their lessons,” mentioned Matthew Hurst, PhD, interim director of the Roland and Sarah George Investments Institute in Stetson’s College of Enterprise Administration. “The competitors is the closest {that a} group of scholars can get to writing skilled degree analysis, and it prepares them for the trials of the business, period of time and due diligence required to completely consider an organization.”

The CFA Institute Analysis Problem is an annual collegiate analysis competitors that gives undergraduate college students from world wide with hands-on mentoring and intensive coaching in monetary evaluation {and professional} ethics.

The Stetson B crew discovered that Chewy.com was overvalued by round 50% and deserved a promote advice, which suggests homeowners ought to promote their shares within the firm as a result of the worth was not justifying the present value.

“The Stetson B crew profitable the CFA Institute Analysis Problem throughout the state competitors was an thrilling shock,” mentioned alumna and crew captain Ivy Nguyen. “The crew carried out an intensive evaluation of Chewy.com’s clients and constructed a mannequin from the bottom up utilizing that conduct to mission income shifting ahead. Our core discovering was that the corporate’s development was probably much less sustainable than the market assumed and couldn’t justify its present buying and selling value.”

“Stetson College’s Finance Division and the strong basis of the College of Enterprise Administration’s curriculum and RGIP program are among the many greatest within the State of Florida,” added Hurst. “RGIP has an extended historical past of being profitable in student-managed funding fund competitions, however this was a analysis problem, so it’s good to see that Stetson prepares its college students for the caliber that professionals with CFA credentials worth.”

RGIP college students handle a portfolio of $5.5 million in shares and bonds, develop their very own funding targets, goals and standards, and have produced worthwhile returns.

The Stetson B crew’s analysis studies had been deep dives into the pet-product business, Chewy.com and aggressive panorama. The scholars additionally evaluated doable dangers, the environmental, social and governance (ESG) standing of the corporate and a number of valuation strategies.

The 2 groups are:

Stetson A crew: Rebecca Guerra (Captain), Andres Fernandes Vilches, Daniel Moutouss Rufus, Luis Cortes and Daminie Appavoo

Stetson B crew: Giao “Ivy” Nguyen (Captain), CJ Rogan, Austin Carroll Smith and Jonathan Winer

The Stetson B crew obtained a shirt, mug and Apple AirPods for profitable the CFA Institute Analysis Problem’s state match. They’re advancing to the regional competitors on Thursday, April 15 and Friday, April 16. The nationwide competitors will probably be held on Wednesday, April 21.

About Stetson College

Based in 1883, Stetson College is the oldest non-public college in Central Florida. Stetson focuses on intense studying experiences in a supportive group that enables college students to develop their voice in a related, inclusive surroundings. Stetson College ranks No. 4 on U.S. Information & World Report’s 2021 listing of Finest Regional Universities (South), and has been acknowledged as one among The Princeton Assessment’s 386 Finest Faculties, 2021 version. Keep related with Stetson on social media.

Contact: Sandra Carr

Media Relations

P: 407-256-5090

E: [email protected]

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