Investments Society Pitch Competition



Investment Society and Finance and Trading Lab are excited to bring you our first collaborative Stock Pitch Competition! This is your chance to put yourself in the shoes of a Bay Street Analyst and pitch a stock to your Portfolio Manager. Working in Teams of 2–3 you will analyze Indigo Books & Music Inc. (IDG) and make a recommendation to BUY, SELL, or HOLD the stock. The top 4 teams will present their pitch in front of a panel of judges.

To participate

The purpose of the Stock Pitch Competition is to provide an opportunity for students to learn and demonstrate the skills needed in analyzing, organizing, and presenting a publicly traded company as an equity investment. We strive to deliver a platform for students to apply skills and knowledge learned in the classroom while networking with industry professionals. Through this competition, we aim to provide students with an opportunity to gain exposure to a real-life simulation of the role of an Equity Research Analyst by analyzing and pitching a recommendation to BUY, SELL, or HOLD the stock of a publicly traded company. Participants will also benefit from networking with industry professionals who participate in the competition as judges.

Competition Guidelines

  • Work in Teams of 1–3
  • Preliminary Round (Submission Date- TBA):
  • Submit your investment thesis in the form of a 1–3 page Investment Summary
  • Final Round: (Presentation Date- TBA)
  • The top 5 Teams that qualify for the Final Round will present a 7–10 minute pitch in front of a panel of Judges
  • Award ceremony and networking session



Monday, July 2, 2018