Fidelity Stock Pitch

Logistics and Rules

Undergraduate Stock Pitch


Guidelines & Format

  1. Teams of three students from each school will participate in the Undergraduate Stock Pitch Challenge.
  2. One week prior to the challenge, teams will receive their two stock assignments, consisting of one common stock in the first round and a choice of four stocks within an industry for the final round.
  3. Teams have one week to prepare their investment recommendations (buy or sell/short) and presentations. For sell recommendations, teams will need to clarify whether it is a sell assuming one is holding the position or a short sale recommendation.
  4. Challenge will include presenters and judges. Judges will consist of distinguished investment professionals from sponsoring firms.
  5. Students are expected to be on the honor system throughout the event.

The Presentation

  1. All teams must put their stock pitch presentations on a pre-designed template provided by the organizers of the Undergraduate Stock Pitch Challenge.
  2. Teams make their presentations, allowing all three students to present and participate in answering the judges' questions.
  3. A total of 15 minutes is allotted per team pitch; with 10 minutes of presentation time and five minutes for Q&A from the judges. Time limits will be strictly enforced by an official timekeeper.
  4. Student teams may view other team presentations once they are done with their own in each round.
  5. Judges will use an evaluation sheet for the competition. The presentation will be judged on the basis of the quality of the analysis, presentation delivery, and the quality of the Q&A session. These evaluation sheets will be scanned in and e-mailed to presenters in the week following the competition.

Honor System

All data sources are fair game, including the Internet and any proprietary quantitative or fundamental models developed in advance, sources must be cited.

  1. Teams are expected to fully respect one another's privacy; team members should neither seek nor provide information to anyone outside their own team. Teams will be allowed to avail of the guidance of a faculty advisor on their pitch but will be restricted to using no more than 3 hours of such person's time. Teams may not contact investment professionals on the buy-side or sell-side (alumni or otherwise) to ask about their investment opinion on the assigned stocks.
  2. Violation of these rules constitutes grounds for disqualification.

Logistics

  1. Teams are responsible for their own transportation to and from Ithaca, New York. Cornell University will provide accommodations and meals for up to three students per team.
  2. Team members should bring their own laptops and storage devices for use in
  3. the presentation.
  4. Professional dress attired is required.