Due to concerns regarding COVID-19, the UMKC Henry W. Bloch School of Management is canceling the Stock Pitch Competition for Saturday, April 4th. We look forward to hosting this event next year.

Stock Pitch Competition

Undergraduate and graduate students from select regional institutions are invited to participate in this competition where they will analyze and provide recommendations on stock opportunities for a publicly traded firm of their choosing. Winning teams will be eligible for cash prizes. Schools may enter multiple teams and we welcome non-competitors to attend as well.

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Each team of 3-5 members will pitch an equity position, long or short. Pitches are evaluated based on the quality of idea, analysis, and presentation. Pitches are to be limited to 10 minutes or less.

Teams will present in front of a panel of investment professionals, who will evaluate each pitch on its idea, analysis, and presentation. The top teams from the first round will advance to the final round for a chance to present in front of the entire conference.

RULES: Stocks are to come from the universe of companies with a market capitalization above $500 million and share prices above $2 as of the close of regular trading on October 25, 2018. Selections must be a stock (common or preferred), including ADRs and GDRs. ETFs, ETNs, Closed-End Funds, and other exchange-traded securities, including derivatives (options/futures) and currencies, will not be eligible for the competition. We are interested in participants’ abilities to select and evaluate companies, not their ability to evaluate sectors, trends, or managers. Additionally, equities must have a three month average daily volume of at least 100,000 shares (as of the close on March 1, 2020) and must trade on a major exchange (NASDAQ, NYSE, or NYSE AMEX. No OTCBB or PinkSheets). The opportunity will be evaluated as a long or short position with a three to twelve month investment horizon.

ATTIRE: Business Professional

Financial Analysis: 25%
Valuation: 25%
Presentation: 20%
Question and Answer: 15%
Originality of Idea: 5%
Team Involvement: 5%
Materials: 5%

1ST place will be awarded $1000
2nd place will be award $750
3rd place will be awarded $250

Andrea Biagioli – Senior Financial Analyst at CBOE Global Markets

Brandan Fitzgerald – Financial Analyst at Five Elms Capital

Matt Hanson – Portfolio Manager, INTL FCStone

Jonathan Knapp – Chief Operating Officer at Creative Planning

Kevin Lindsey – Founder and Managing Partner at DVS Group

Colin Livasy – Director, Financial Analysis at Savion, LLC

Tiffany Owens – Senior Vice President at Bank of America Private Bank

Jacquie Ward – Associate at UMB Capital Corporation

All competition activities will take place in the Henry W. Bloch School of Management, Executive Hall located at:

5108 Cherry Street
Kansas City, Missouri 64110

Teams should register by March 20 by emailing with a list of team members. If you are not competing but still plan to attend, please also register via the email listed here. The event is free to both participants and attendees.