
CASE COMPETITIONS
PORTFOLIO MANAGEMENT
The competition allows students to get hands-on experience as portfolio managers using a top-down approach in an environment that closely simulates real world challenges.
Each team is tasked with analyzing the macro-economics and capital market landscape, and design a long-only ETF portfolio, given risk-adjusted return objectives.

2021-2022
1st place:
Jacques Taschereau, Fernando Sosa,
Krystyne Manzer, Emilio Guizar
2nd place:
Erick Brown, David Manzo, Tiffany Leung, Tamara Vasquez
3rd place:
Echo Yang, David Li, Jagannath Kshtriya, Htut Myatnoe Aung

2021-2022
1st Place:
Fernando Torrealba, Sherlyn Yang,
Neil Purba, Justin Cal, Diana Mwandidya
2nd Place:
Zawad Zafir, Kevin Heying,
Eunice Zhang, Mahirul Quddus
3rd Place:
Jay Lin, Zaid Srour, Sichen Zhou,
David Li, Joanna Shui
PRIVATE EQUITY
The competition introduces students to private equity investment evaluation. Teams are expected to perform in-depth analysis of the investment opportunity and structure the transaction to maximize return potential.
The top teams will present their pitches to a panel of industry professionals in the Finals, followed by an award ceremony and networking reception. The judges will talk about their and provide feedback on the presentations.

SUSTAINABLE INVESTMENT
Co-organized with Rotman's Women in Investment Management (WIMA), the case competition invites students to design an investment portfolio product, with an Environment, Social and Corporate Governance (ESG) theme, taking into accounting the target clientele's profiles and marketability of the product.


2021-2022
1st Place:
Negar Jeyrani, David Manzo,
Kristy McGregor-Bales, Cole Bodak
2nd Place:
Jitesh Kumar, Artem Losinskyi, Echo Yang, Simran Chattha, Supriya Kumari
3rd Place:
Afshan Sayyad, Meetpreet Kaur,
Tejiri Efekoha, Emma Liu

EXTERNAL CASE COMPETITIONS
Throughout our case competitions and internal selections, RAMA executives, and Rotman's professors, select teams to represent Rotman at international case competitions:
CFA Institute Research Challenge (October - January) >
Rotterdam Global Private Equity Competition (November) >
Ivey International MBA Stock Picking Competition (January) >
Wharton MBA Buyout Case Competition (February - March)