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


October 12, 2018
8:00am
Sign In & Coffee Networking
Venue: Michigan Theater

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

8:30am
Stock Pitch Competition Begins
Venue: Michigan Theater

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: Michigan Theater Main Stage

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

9:10am
Introductory Remarks by Dean Michael Barr
Dean Michael Barr - Joan and Sanford Weill Dean of Public Policy, University of Michigan Gerald R. Ford School of Public Policy
Venue: Michigan Theater Main Stage

Dean Barr will open the conference by introducing our 2018 keynote speaker, Chicago Federal Reserve Bank President Charles Evans.

9:30am
Conversation with Federal Reserve President Charles Evans
Charles Evans & Steve Liesman
Venue: Michigan Theater Main Stage

The 2018 ENGAGE UIC will kick off with a conversation between Federal Reserve Bank of Chicago President Charles Evans and CNBC Senior Economic Reporter Steve Liesman.

11:00am
Financial Markets Panel
John Rogers, Robert Doll, Stephanie Link, and David Kudla
Venue: Michigan Theater Main Stage

This panel, moderated by David Kudla, will feature Robert Doll (Chief Equity Strategist, Nuveen), Stephanie Link (MD of Equity Investments, TIAA Global), and John Rogers (Chairman & CEO, Ariel Investments).

12:30pm
Lunch
All participants welcome
Venue: Michigan Theater

Please join us in the Michigan Theater for a catered lunch.

1:15pm
Cyclical vs. Secular Markets: How to Identify Cycles and Invest Appropriately
Akir Gutierrez, Sunil Sibal, Sarah Ketterer, Mike Wilson, Joe Lanza
Venue: Michigan Theater Main Stage

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.

2:15pm
Breakout Sessions
Venue: Michigan Theater

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

3:10pm
Afternoon Keynote Session
Anthony Scaramucci and Erik Gordon
Venue: Michigan Theater Main Stage

Anthony Scaramucci will speak in a session moderated by Erik Gordon.

4:00pm
Learning from Experience: Using Past Investment to Source New Ideas and Improve
Fahmi Quadir, Grant Bowman, Ian Sandler, John Rocchio, Jeremy Kress
Venue: Michigan Theater Main Stage

2018 ENGAGE UIC headline speakers will be featured on a panel on how to improve as an investor from past experiences.

4:45pm
Day 1 Closing Remarks
Conference Hosts
Venue: Michigan Theater Main Stage

October 13, 2018
2:30pm
ENGAGE UIC Tailgate
Venue:

Come join conference participants, stock pitch competition judges, sponsors, and speakers for a tailgate before the University of Michigan vs. Wisconsin football game.

5:00pm
Announcement of Final Round Stock Pitch Teams
Venue:

Results from the first round of the stock pitch competition will be revealed as well as reminders for Sunday’s programming.

October 14, 2018
8:00am
Coffee Networking & Sign in
Venue: Ross School of Business

Get started for the final day of the conference.

9:00am
Sunday Morning Keynote
Mike Wilson - Chief Investment Officer, Morgan Stanley
Venue: Ross School of Business - Robertson Auditorium

10:00am
Stock Pitch Competition Final Round
Venue: Robertson Auditorium

Listen to the final teams compete for first, while being judged by world-class investors.

12:15pm
Closing Remarks
Venue: Robertson Audtiroium

Brief capstone of the conference and closing comments by the organizers.


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 10 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 10, 2018. 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 10, 2018) 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 12 at the historic Michigan Theater in Downtown Ann Arbor.

Address: 603 E Liberty St, Ann Arbor, MI 48104

The conference will move to the Ross School of Business's Robertson Auditorium for its programming on October 13 and October 14.

Address: 701 Tappan St, Ann Arbor, MI 48104

2018 Ticket Packages


Different options to participate in the 2018 ENGAGE Undergraduate Investment Conference.

    • $10

    • UM Student

      • 20% off for early registration
      • Includes access to conference events
      • Must register with umich.edu address
    • Buy Here
    • $25

    • Non-UM Student

      • 20% off for early registration
      • Includes access to conference events
    • Buy Here
    • $295

    • Professional

      • 20% off for early registration
      • 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
    • $250

    • 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