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CASE COMPETITIONS

PORTFOLIO MANAGEMENT

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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.

Trading Graphs on Computer Monitor

2023-2024

1st place:

Andy Zhou, Isaac Tate, Mehtab Bains, Nishant Kumar

2nd place:

Jim Wang, Joyce Huangshan Wu, Sabab Rahman, Taskin Sadman

3rd place:

Damilola Shofokeye, Drishti Thakkar, Gaurav Hinduja, Silvia Dwiputri

Semiconductor

2022-2023

1st Place:

Bill Huang, Michael Lee, Updesh Thakwani, Vipul Aggarwal, Yigang Zhou 

2nd Place:

Charlie Sardon, Mohammad Ibad-Ur-Rehman, Jiayi Hou, Kwanwoo  Shim, Yifan Zhang

3rd Place:

Boom Petlerkwong, Chloe Ng,

Christina Chan, David Li, Lanre Adebayo

PRIVATE EQUITY

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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 comments 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.

Wind Turbines

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

Clapping

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)

Address: 105 St George St, Toronto, ON, M5S 3E6

Email: RAMA@rotman.utoronto.ca

Copyright © 2022 Rotman Asset Management Association - All Rights Reserved

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