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Baruch College Team Advances to Finals of NYSSA Investment Research Challenge for the Third Straight Year

          New York, NY, April 12, 2006--The New York Society of Security Analysts (NYSSA) announced today the four finalist teams for its Fourth Annual Investment Research Challenge.

          Student teams from Baruch College’s Zicklin School of Business; Fordham Business School; NYU Stern School of Business; and Seton Hall University’s Stillman School of Business will present their research to a panel of senior Wall Street executives to determine the winner. Baruch College’s Zicklin School of Business is represented by the following MBA students -  Monte Shulkes, N.D. Aluwihare, Amit Sharma, Jason Cohen - and the following Masters in Applied Mathematics for Finance student - Li Sun.

          The Challenge is an eight-month educational initiative in which leading industry professionals teach business and finance students best practices in researching and reporting on a publicly traded company.

          The field of nine top area business schools was narrowed down to the “Final Four” on the basis of written reports on subject company Aqua America, Inc. (NYSE: WTR), the largest U.S.-based, publicly traded water utility. These four will each have 10 minutes to convince the executives of the merits of the investment recommendations found in their written reports. The winner will be selected based on the combined scores of the written report and the presentation.

          The presentations will be held on April 20th from 5:30 p.m. to 8:30 p.m. at Bloomberg LP, 731 Lexington Ave., New York, NY.

          The four final schools bested students from Columbia Business School; The Lubin School of Business at Pace University; Rutgers Business School – Newark and New Brunswick; The Peter J. Tobin College of Business at St. John’s University; and Yale School of Management.

          Martin S. Fridson, CFA, President of FridsonVision LLC and publisher of Leverage World, is chairing the panel of experts. The other panelists are John J. Apruzzese, CFA, director of equity management at U.S. Trust; Stephen J. Buell, PhD, director of global equity research at Prudential Equity Group LLC; Stephen E. Canter, chairman and CEO of The Dreyfus Corporation and vice chairman of Mellon Financial Corporation; Timothy Craighead, vice president at Goldman, Sachs & Co., and Jack Rivkin, executive vice president and member of the Executive Management Committee of Neuberger Berman LLC.

          Gold Sponsors of this year’s Challenge are Bloomberg LP, CFA Institute, and The Dreyfus Corporation.

          NYSSA, established in 1937, is the premier independent forum for the exchange of information among investment decision-makers. A not-for-profit educational organization with over 9,000 members, NYSSA is committed to promotion of best practices and the highest professional and ethical standards in the investment industry. NYSSA is the largest of the more than 131 societies worldwide that make up CFA Institute, which has more than 70,000 members.

          For more information, please visit

Media Contact: Zane Berzins, News & Public Information Director, (646) 660-6113,


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