In the realistic and intensely educational competition, teams of 4- students go head-to-head in simulated situations in four (4) distinct challenges: 1) Trading Challenge, 2) Portfolio Challenge, 3) Treasury Challenge, and 4) Investment Banking Presentation. Each competition area highlights products or strategies exclusive to the capital markets. See below for details on each of the three segments.
Trading Challenge – 25% of the Competition Results
Teams (and individuals) compete over a 30-day period using CapitalRNTS (Real News Trading Simulation) software. Each team starts with a base portfolio containing equities, fixed income contracts, Forex, metals, Agri’s, and index contract (values are based on opening prices recorded by global exchanges). Teams follow the news and learn how it affects price change across each instrument. They can modify their positions daily and monitor the up-to-the-minute leader board online.
Portfolio Challenge – 25% of the Competition Results
In the 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalPMS (Portfolio Management Simulator). This intense simulation provides students an opportunity to act as a Portfolio Management team for a Corporate Treasury Office.
Treasury Challenge – 25% of the Competition Results
In this 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalFTS (Forex Trading Simulator). This intense simulation provides students an opportunity to act as a Trader managing the Forex Desk for one of corporate treasury department.
Investment Banking Presentation Challenge – 25% of the Competition Results
Each team is given a case-study and data set 21-days prior to the competition, with the task of formulating a financial strategy as a solution. Two members of the team will give a 10-minute presentation outlining the solution, while the other two field questions from the judges. For more information, please refer to the Rules for the competition.
The timeline example below is provided to show timing for the key elements (beginning, endings, etc.) of each of the Challenge’s components:
Announcement of the Challenge: August 1st 2016
Team Registration: September 5th – October 20th
Trading Challenge: October 17th – November 17th, 2016
Treasury Challenge: November 18th 2016
Investment Banking Challenge: November 18th 2016
Portfolio Challenge: November 18th 2016
Competition Day: November 18th 2016
Awards Ceremony: November 18th 2016
Participation in the UTC is limited to 20 teams, so please complete your registration form as soon as possible. If you have any questions, please call (212) 658-0012.