Investment Competitions

How does it work?

With a team, students will prepare and present ways to improve an existing equity portfolio by considering risk tolerance, sector composition, economic conditions and fundamental analysis for a hypothetical $6 million investment portfolio. Each team’s presentations will then be judged by a panel of industry representatives prior to the event.

During the live event, teams will participate in a 25-minute Q&A with judges, faculty advisors, and the general audience. Teams will be scored on both their presentations and responses to questions.

Prizes

• 1^st place: $10,000
• 2^nd place: $5,000
• 3^rd place: $2,500

Forming a team

Teams must be sponsored by a university or college. Up to two teams may represent an institution on presentation day. Schools are invited to submit more than three teams through a virtual tournament which takes place 10 days before presentation day. Schools are automatically registered for the virtual tournament once they register over two teams on the registration site.

Each team:

1. Must consist of undergraduate and/or graduate students.
2. Must have no fewer than three and no more than six members.
3. May have one faculty adviser who is currently employed by the team’s institution.

Team members must:

1. Be a currently enrolled student in an undergraduate or graduate program.
2. Be registered for at least a part-time course load.

How does it work?

High school students with an interest in economics and finance are invited to participate in a friendly competition focused on presenting investment advice, focusing on two topics.

During a live 20-minute presentation, each team will showcase their project followed by a 10-minute Q&A session. Judges from the industry and members of UTulsa finance faculty will evaluate the teams.

Prizes

• $2,000 for overall winning team, and Smackdown championship belt to display at their school.
• $500 for high school winning team (or second place high school team if a high school team wins the Smackdown Belt) and high school championship belt.
• $250 for college winning team (or second place college team if a college team wins the Smackdown Belt) and college championship belt.

Forming a team

• A school may enter multiple teams.
• Teams must have a minimum of four members and no more than six.

We’re here to help

• Teams will also get a campus tour; meet with finance students, faculty, and administrators; and enjoy a networking lunch.
• UTulsa offers valuable resources to help you train before you set foot in the ring:
  • • The Risk Management Lab, including training on how to use all the tools.
    • Student Investment Fund students and faculty advisor to address – virtually or in person – risk management and investment ideas.
    • Expert advice from the Student Investment Fund board.