In the realistic and intensely educational competition, teams of 3-students go head-to-head in simulated situations in four (4) distinct challenges: 1) Trading Challenge, 2) Portfolio Challenge, 3) Treasury Challenge, and 4) Investment Banking Presentation. Each competition area highlights products or strategies exclusive to the capital markets. See below for details on each of the four challenges.
Trading Challenge – 25% of the Competition Results
Teams (and individuals) compete over a 30-day period using CapitalRNTS (Real News Trading Simulation) software. Each team starts with a base portfolio containing equities, fixed income contracts, Forex, metals, Agri’s, and index contract (values are based on opening prices recorded by global exchanges). Teams follow the news and learn how it affects price change across each instrument. They can modify their positions daily and monitor the up-to-the-minute leader board online.
Portfolio Challenge – 25% of the Competition Results
In the 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalPMS (Portfolio Management Simulator). This intense simulation provides students an opportunity to act as a Portfolio Management team for a Corporate Treasury Office.
Treasury Challenge – 25% of the Competition Results
In this 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalFTS (Capital Forex Trading Simulator). This intense simulation provides students an opportunity to act as a Trader managing the Forex Desk for one of corporate treasury department.
Investment Banking Presentation Challenge – 25% of the Competition Results
Each team is given a case-study and data set 30-days prior to the competition, with the task of formulating a financial strategy as a solution. Two members of the team will give a 10-minute presentation outlining the solution, while the other two field questions from the judges. For more information, please refer to the Rules for the competition.
The timeline for each competition is available via the competition websites:
Boston : http://us.universitytradingchallenge.com
Participation in any of the University Trading Challenge is limited to 25 teams.
Interested University Teams should complete their registration form early to insure participation.