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.
Jacques Taschereau, Fernando Sosa,
Krystyne Manzer, Emilio Guizar
Erick Brown, David Manzo, Tiffany Leung, Tamara Vasquez
Echo Yang, David Li, Jagannath Kshtriya, Htut Myatnoe Aung
Fernando Torrealba, Sherlyn Yang,
Neil Purba, Justin Cal, Diana Mwandidya
Zawad Zafir, Kevin Heying,
Eunice Zhang, Mahirul Quddus
Jay Lin, Zaid Srour, Sichen Zhou,
David Li, Joanna Shui
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.
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.
Negar Jeyrani, David Manzo,
Kristy McGregor-Bales, Cole Bodak
Jitesh Kumar, Artem Losinskyi, Echo Yang, Simran Chattha, Supriya Kumari
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)