Book A Try Out!

InfoRMATIOn:

We are seeking 5 dedicated and ambitious team members!

Are you ready to unleash your full potential and gain invaluable real-world experience? Join the team! By trying out, you'll have the chance to work alongside like-minded peers, develop your investment strategies, and compete on a prestigious platform of an Ivy League University. This competition offers a unique opportunity to hone your analytical skills, network with industry professionals, and enhance your student resume. Don't miss this chance to challenge yourself and potentially make a significant impact in the world of finance. Sign up now!

Your duties will include:

  • Developing your team’s investment strategy with the potential client in mind. Your advisor serves as a guide for your team, but students are the competitors. 

  • Conducting deep analysis of sectors, industries and securities. 

  • Learning new concepts, where necessary, with the help of a teacher-advisor and/or through the Competition Learning Materials for Students found on the website. 

  • Placing trades on WInS. Team members must work together and place trades as a team through one shared account. Communication and collaboration are fundamental to success in the competition. 

  • Staying engaged and meeting deliverable deadlines. Registered student teams are expected to be active throughout the competition, understand the rules, and work consistently during the 10 weeks of trading and strategy development. Manage your time wisely.

Dates(2023-2024):

  • Monday, September 25

    • First day of trading

  • Friday, October 13

    • All teams must fully execute one trade on WInS by close of the U.S. markets (4:00 p.m. ET) on October 13 in order to be eligible to advance to the Semifinals or Global Finale

  • Monday, October 30

    • Midterm report due no later than 11:59 p.m. ET; team rosters finalized; all teams must build a sector-diversified portfolio on WInS that includes at least one stock per team member and one ETF

  • Friday, December 1

    • Last day of trading

  • Monday, December 11

    • Final report due (9:00 a.m. ET)

  • January 25, 2024

    • Semifinalists (top 50 teams) announced

  • March 

    • Virtual Semifinals

  • April 19 & 20

    • Learning Day & Global Finale at the Wharton School, University of Pennsylvania, Philadelphia