Stock Pitch Competition Info Session

Tuesday, January 30, 2018

2:00 pm

Gatton 311

The Gatton College of Business and Economics is proud to announce the first University of Kentucky stock pitch competition in spring 2018.

This event provides an opportunity for students to carry out creative, value-added research in stock investing and to obtain real-world insights about business. Sponsored by the John H. Schnatter Institute for the Study of Free Enterprise and the Gatton College, the competition is open to all students enrolled full-time in undergraduate or master’s-level programs at the University of Kentucky as of January 18, 2018. The faculty advisors of the Finance Society, the Economics Society, and the Wildcat Investment Club will jointly organize the competition.

The competition will be judged by a panel of industry experts:

Laura Boison (Senior Vice President, BB&T)

Richard Hunt (Director, Koch Equity Development)

Geoff Rosenberger, CFA (Retired Co-Founder, Clover Capital Management, Inc.)

The competition will be announced campus-wide. The first info session will be held during the Finance Society meeting on January 24 (Wednesday) 6:15 pm -7:00 pm in Gatton room 283 and the second info session will be held on January 30 (Tuesday) 2:00 pm – 2:45 pm in Gatton room 311. Team formations (two to four students each team) must be submitted online between January 31 and February 7. Each team must choose one stock that meets the selection criteria below and submit a presentation file in PowerPoint by 11:59 pm Eastern time on March 21 (Wednesday). Selected teams will be assigned a faculty and/or industry mentor. Each team will present their pitch in front of the judges during March 29 (Thursday). Each team will give a strictly timed 10-minute presentation which will be followed by up to 15 minutes of Q&A. Winning teams will be selected based on presentation quality and the judging criteria. Prizes will be awarded to the winning teams by May 1, 2018.


Each team must choose one of the following two divisions:

Division I (Open class) - Three winning teams will be selected:

First place prize: $1,200

Second place prize: $800

Third place prize: $400

Division II (Freshmen and sophomores only) - One winning team will be selected for the prize of $800.

Freshmen and sophomores are undergraduate UK students enrolled full-time, having earned no more than 60 credit hours at the University of Kentucky as of January 11, 2018 and currently in her or his first four non-summer semesters of enrollment at the University. Freshmen and sophomores may compete in Division I or Division II but the choice must be made at the time of team formation.

Team Formation

Each team will have two to four students currently enrolled full-time at the University of Kentucky. Participants will choose their own teammates. Team formations must be submitted online between 12:01am Eastern time on January 31 and 11:59 pm on February 7. The online link will be open during the above time only. Each participating team must decide which division in which they would like to compete and submit the names of all team members. At the time of submitting the team formation, no stock selection needs to be made. All team members whose names are submitted online must actively participate in the final presentation.

Online Application

Stock Selection

Teams can pitch a long or short position and choose any common stock traded on an exchange and that has at least $1 million of daily volume (over a minimum of the 6-month period immediately before January 1, 2018). Over-the-counter stocks, ETFs, ETNs, closed-end funds, and other exchange-traded securities, including options, futures, and currencies, are ineligible for the competition. If you have any question about whether the security you wish to analyze is eligible, please email .

Judging Criteria

Quality of investment idea (Is the idea investable? Was the team articulate? How well did the team elaborate their view that differs from the consensus view?)

Quality of the presentation deck (How well did the team explain their analysis and assumptions to support their investment idea? Was there creative, value-added research? Did they present solid analysis of the business and industry dynamics?)

Presentation (Were all team members involved in the presentation? Did the team deliver a compelling presentation within time limit? How well was the investment case presented?)

Question and answer (Did the team respond effectively to the questions? Did the answers support the investment idea or address concerns about risks fairly? Did they recognize areas for future research? When a team didn't know the answer, did they respond honestly?)

Each judge will rank every team in these four categories, and each team's score will be averaged. The teams will then be ranked by average score (lowest rank-number average) on these four categories. In the event of a tie, the first tiebreaker will be ranking on the "quality of investment idea" category. If the tie remains, the next tiebreaker will be the ranking on the "presentation" category. If the tie remains, the third tiebreaker will be the ranking on the "question and answer" category. If the tie still remains, the judges will determine as a group at their discretion which team should be ranked higher.

Sample pitch reports can be found at

Please also see

Tuesday, January 30, 2018
2:00 pm – 2:45 pm
Gatton 311