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The Institutional Investment Society at Sac State strives to enhance students’ academic achievement by providing real world opportunities which will assist in professional advancement in the investment arena. "The Pitch" and the Annual Portfolio Competition gives those students who have a strong desire to put their classroom experience to the test by designing their own company analysis and portfolio. The Pitch will allow participants to present their analysis to professionals. The Annual Portfolio Competition will be tracked throughout the winter break and Spring semester. Cash prizes will be awarded to the best pitch and portfolio.

 

 

Competition Specifics

 

The competition will begin on December 15, 2008.

 

There will be a requirement of two workshops throughout the Fall semester to be applicable. These workshops will provide guidance in the analysis approach that should be taken.

 

Please note participation in the workshop is mandatory in order to be considered a participant in the competition. Over the Fall semester, you will form teams to prepare a portfolio.

 

 

 

On your team will have the opportunity to present at the IIS Annual Portfolio Competition Gala to audience participants that will ask numerous questions about your portfolio. The IIS will extend an invitation to the event to numerous investment professionals, sponsors, CSUS faculty, and the Dean of the College of Business Administration. You may also invite friends and family. The event will be free of charge but will highly recommend an RSVP by the given due date to insure proper seating arrangements. The event will be approximately 1 hour and 30 minutes and will be catered. Due to the limited time we will have at this event, you must register your team in advance to present your portfolio at this event.  The team whose portfolio performed the best will receive a cash prize of $500. There is a possibility that other prizes will be given for other factors of the presentation and work perofmred.

 

Competition Rules

 

1.      Each portfolio will have 3-5 stocks

2.      Each Portfolio will be consist of $100,000 (fake money)

3.      The weight put on each stock is up to your team.

4.      The portfolio announced on December 15, 2008 is final. You may not make any changes to the portfolio after this date.

5.      Each team must consist of at least 2 people.

6.      Each team must register their stock picks with Virtual Stock Exchange (VSE) to monitor their portfolio (Further details will be provided).

7.      The winning team will receive $500 cash

8.      If many teams show interest in presenting at the Gala in May, the IIS will screen each group’s presentation a week before the Gala and pick the top five presenters to present at the Gala.

 

Benefits of Participation

  • Excellent resume addition. Show your future employer you can not only talk the walk, but walk the walk! After completion of the semester long competition you will be able to speak enthusiastically about your experience, and explain what you’ve learned about selectively picking stocks.
  • Be one step ahead of your competition. Practicing stock picking will show your commitment to the investment industry and in turn will create an advantage for you over your competition in the job market.
  • Practice your public speaking skills. Being able to explain your thoughts is imperative in any industry. You will be given the opportunity to speak in front of a reputable audience of top performers about the reasons behind your portfolio design.

 

 

 

 

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