In the realistic and intensely educational competition, teams of 3- 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 4-week 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 30-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 15th 2019
Team Registration: September 2nd – October 7th
Trading Challenge: October 8th – November 7th
Treasury Challenge: November 8th 2019
Investment Banking Challenge: November 8th 2019
Portfolio Challenge: November 8th 2019
Competition Day: November 8th 2019
Awards Ceremony: November 8th 2019
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.