Each team (comprised of 3 to 4 students) will compete in three main categories:
1. Investment Challenge (March 1 - April 30 | worth 20%)
- Teams will invest and manage a portfolio over the duration of the Investment Challenge using simulated money in real markets.
- Teams are encoured to use financial statements and ratio analysis to inform their investment decisions - further information on these topics will be provided once registration has closed.
- Investment options may be limited by market sector(s).
- The top performing team from each school will move on to compete in the Investment Challenge Presentation and Trading Challenge.
2. Investment Challenge Presentation (May 3 - May 7 | worth 40%)
- Each team will be required to create a video no longer than 8min in length and in the format of *.mp4.
- The top team from each school will be invited virtually to present in a recording the results of their Investment Challenge to a panel of judges comprised of industry professionals and uLethbridge faculty members.
- Near the end of the Investment Challenge, the top team from each school will be provided with information on how to properly account for capital losses or gains from their investments in an example income profile that is to be included in their Investment Challenge Presentation.
- Teams will be given seven minutes to present.
- All team members must participate in the Investment Challenge presentation.
- Presentations should address the following questions:
- How did you decide on what to buy, and how much to buy?
- How much money did you make or lose?
- Why and how did you make or lose money?
- What would you have done differently if you were to start over?
- What did you learn from participating in the Investment Challenge?
- Based on the example income profile provided to you, how much would your capital gains or losses affect your net income at the end of the year, after taxes.
- Presentations will be scored out of 100:
- 25/100 - Content
- e.g. relevance of information, appropriate length and level of detail
- 25/100 - Organization
- e.g. structure of presentation, use of all team members, timing
- 25/100 - Physical Behavior
- e.g. good eye contact and appropriate physical gestures vs. unnecessary and nervous movements
- 25/100 - Responses to the Questions
- e.g. on the point, not defensive, within time limit, consultative to team, nominated spokesperson or responses shared among team
- Teams will be ranked based on their presentation scores.
3. Trading Challenge (May 24 - May27 | worth 40%)
- Each student will participate in two live virtual trading cases
in the Centre for Financial Market Research and Teaching (CFMRT, aka the Trading Room).
- Students will be competing against each other in real-time for a duration of 4 minutes per case.
- Each case will have a different learning objective.
- Opportunities to practice each case in advance will be provided.
- Students are encouraged to ask as many questions as possible during case practices to ensure they fully understand each case before competing.
- Teams will be ranked based on their overall performance throughout the Trading Challenge.
- Training on the software and cases will be provided the day of the competition, in addition, optional training will be made available prior to the competition.
Teams will be ranked in each category. The Investment Challenge is worth 20% of a team’s final ranking, the Investment Challenge Presentation is worth 40% of a team’s final ranking, and the Trading Challenge is worth 40% of a team’s final ranking.
Note: Each team will receive a private session with an event organizer to explain in more detail how the event will work as well as answer any questions students may have prior to the start of the Investment Challenge. In addition, students are allowed one teacher supervisor per team that may provide help to their team.