THE ENGAGE UNDERGRADUATE INVESTMENT CONFERENCE REVOLVES AROUND THE MOST COMPETITIVE UNDERGRADUATE STOCK PITCH COMPETITION IN THE NATION. TEAMS FROM AROUND THE COUNTRY PRESENT THEIR STOCK PITCHES IN FRONT OF A PANEL OF PROFESSIONAL INVESTORS FOR A CHANCE TO PRESENT THEIR PITCHES IN FRONT OF THE ENTIRE CONFERENCE AUDIENCE.

 

Schedule


Friday October 18, 2019
8:00am
Conference Check-In
Venue: University of Michigan- Ross

Receive your ticket, conference brochures/gifts, and get ready for the largest Undergraduate Investment Conference in the United States.

8:30am
First Round Pitches Begin
Venue: University of Michigan- Ross

The First Round of the largest undergraduate stock pitch competition in the US begins. A detailed stock pitch competition schedule will be released at the event.

9:00am
Opening Remarks
Conference Hosts
Venue: Robertson Auditorium- Ross

Meet the conference hosts and hear about all of the speakers and events that will take place throughout the weekend.

9:30am
Keynote Speaker
Venue: Robertson Auditorium- Ross

11:30am
Breakout Workshops
Charles Evans & Steve Liesman
Venue: University of Michigan- Ross (Classrooms)

1:00pm
Lunch
Venue: University of Michigan- Ross

2:00pm
Panel Discussion
Venue: Robertson Auditorium- Ross

2018 ENGAGE UIC headline speakers will be featured on a panel on how to identify cycles and decide to invest once you have done so.

3:00pm
Breakout Workshops
Venue: University of Michigan- Ross

Conference attendees will have the option of attending one of three workshop sessions: 1. S&T 101 (Adam Zotkow): Michigan Theater Annex 2. Sourcing Shorts in a Bull Market (Fahmi Quadir): Michigan Theater Screening Room 3. Investment Banking Careers Workshop (Josh Rosenbaum & Josh Pearl): Michigan Theater Main Theater

4:00pm
Afternoon Keynote Session
Venue: Robertson Auditorium- Ross

4:45pm
Day 1 Closing Remarks
Conference Hosts
Venue: Robertson Auditorium- Ross

Saturday October 19, 2019
8:00am
Conference Check-In
Venue: University of Michigan- Ross

9:00am
Opening Remarks
Venue: Robertson Auditorium- Ross

9:15am
Keynote
Venue: Robertson Auditorium- Ross

10am
Final Round Pitches Begin
Venue: Robertson Auditorium- Ross

12pm
Final Closing Remarks
Venue: Robertson Auditorium- Ross


Competition Details

Each team of 3-5 members will pitch an equity, long or short. Pitches are evaluated best on quality of idea, analysis, and presentation. First round pitches are to be 12 minutes. Teams that advance to the final round will have 15 minutes to pitch. Sign up here before October 18th for a confirmed spot.

FIRST ROUND: In the first round, teams will present in front of a panel of investors, who will evaluate each pitch on its idea, analysis, and presentation. The top teams from the first round will advance to the final round for a chance to present in front of the entire conference. FINAL ROUND: Teams who are selected to advance to the final round will pitch their ideas in front of a panel of executive-level investment professionals and the entire conference audience. RULES: Stocks are to come from the universe of companies with market capitalizations above $500 million and share prices above $2 as of the close of regular trading on October 18, 2019. Selections must be a stock (common or preferred), including ADRs and GDRs. Pair trades are acceptable as long as each security would be eligible on its own. ETFs, ETNs, Closed-End Funds, and other exchange-traded securities, including derivatives (options/futures) and currencies, will not be eligible for the competition. We are interested in participants’ abilities to select and evaluate companies, not their ability to evaluate sectors, trends, or managers. Additionally, equities must have a three month average daily volume of at least 100,000 shares (as of the close on October 17, 2019) and must trade on the NASDAQ, NYSE, or NYSE AMEX (no OTCBB or PinkSheets). The opportunity will be evaluated as a long or short position with a three to twelve month investment horizon.

Location Details

The conference will be held on Friday, October 18 and 19 at the Ross School of Business's Robertson Auditorium.

Address: 701 Tappan St, Ann Arbor, MI 48104

2019 Ticket Packages


Different options to participate in the 2019 ENGAGE Undergraduate Investment Conference.

    • $20

    • UM Student

      • Includes access to conference events
      • Must register with umich.edu address
    • Buy Here
    • $25

    • Non-UM Student

      • Includes access to conference events
    • Buy Here
    • $295

    • Professional

      • Includes access to conference events
    • Buy Here
    • $195

    • Stock Pitch Team

      • 20% off for early registration
      • Up to 5 team members
      • Access to all conference events
      • Chance to win grand prize
      • Recruiting opportunities
    • Buy Here
    • $225

    • Student Org.

      • Discounted rate for student organizations
      • Includes access to conference events for up to 20 student organization members
      • Student organization will be mentioned at the conference
      • Please contact organizers if interested
    • Contact Us

2017 Finalists


    • 1

    • University of Florida

    • Long: Seritage Growth Properties (NYSE: SRG)

      • Kristen Mousa
      • James Goyer
      • Paul Stanley
    • Download Pitch
    • 2

    • University of Texas

    • Long: Hawaiian Airlines (NASDAQ: HA)

      • Catherine Cheng
      • Ananya Rajesh
      • Karna Venkatraj
      • Ryan Spencer
    • Download Pitch
    • 3

    • Univ. of Wisconsin

    • Long: Albemarle (NYSE: ALB)

      • UW Capital Management Club
    • Download Pitch

Past Stock Pitch Competition Judges