Investment Portfolio Case Competition Logistics and Rules


  • An informational video will be available online December 13, 2023.
  • Applications will be due January 8, 2024. Please go to “applications” for the form.  Accepted teams will need to pay a registration fee of $100 due January 26, 2024.
  • The case will be distributed electronically at 5:00 PM EST on January 30, 2024.
  • PowerPoint presentations and a copy of a 2-page handout summarizing their analysis and recommendation must be emailed to by noon EST on Thursday, February 8, 2024.
  • Team presentations will begin at 10:10 AM EST via Zoom.
  • Students will be on the honor system throughout the event (see below).
  • Judges will announce their decisions for first and second place and the presentation of awards will be announced.

Honor System

  • No outside help will be allowed from anyone (i.e., no phone calls, e-mails etc.).
  • All data sources are fair game, including the Internet and any proprietary quantitative or fundamental models developed in advance. However, proper attribution must be provided (i.e., sources must be clearly marked on each slide).
  • Any violation of these rules constitutes grounds for disqualification.

The Presentation

  • All teams must put their case PowerPoint presentation on a pre-designed template provided by the competition organizers.
  • A total of 20 minutes will be allotted per team. Ten minutes will be used for the formal presentation, ten minutes for Q&A from the judges. These time limits will be strictly enforced by an official timekeeper.
  • All team members must participate in either the presentation or in answering the judges’ questions.
  • Student teams competing will not be allowed to view the presentations of the other teams before they have presented.
  • Judges will be provided with a score sheet for the competition. In brief, the presentation will be judged on the basis of the quality of the analysis, the appropriateness of the recommendation, presentation delivery, and the quality of the Q&A.