Conferences/Competitions

SCHOOL OF ACCOUNTING AND FINANCE - 2017 Investment Research Challenge

The School of Accounting and Finance (SAF) is pleased to present its fifth annual Investment Research Challenge (IRC). The competition is an excellent opportunity for SAF students to demonstrate their knowledge and skills in Finance. Students will get the opportunity to network with industry professionals and gain valuable feedback in the process. This event is sponsored by the CPA SAF Centre for Capital Markets Education. This event is coordinated with AFSA/Finance Focus.

Check out the 2016 IRC!

The IRC has served as a training ground for students who have gone on to win external competitions, including the CFA Institute Research Challenge. SAF teams have won at the Toronto level five times in the last six years (https://www.cfatoronto.ca/awards-university- relations/research-challenge/past-winners) including spring 2017 when they went on to the Americas Regional in Seattle, WA. In 2016, the SAF team won the global level of the CFA Institute Research Challenge. Read about it here!

 

The 2017 IRC is open to undergraduate students in SAF programs, currently in their 2B term or later terms and to MAcc students. The competition requires a student group to analyze an assigned publicly-traded common stock and defend its buy/hold/sell recommendation. Each group will be required to submit an Excel workbook detailing its analysis along with the slide deck. Each group will make a 7-minute presentation to a faculty/industry judging panel followed by an 8-minute Q&A session. In the second round, the four finalists will be judged by industry experts.

The event will take place on Friday, July 14, 2017. Participants must sign up as individuals and could suggest up to three additional student names to form a team of four. To improve the learning experience, consider forming a student team that has a mix of second year and upper

year students. Each team will be assigned a stock, post registration. Each team must submit a PowerPoint presentation for a 7-minute stock pitch and an Excel workbook showing the supporting analysis.

Registering and then withdrawing from the competition without appropriate documentation, such as a medical note, will be deemed unprofessional and may put a student out of contention for IRC involvement in the future and from being selected for an external competition team or the student investment fund.

We are thankful to Anish Chopra for sponsoring the IRC prizes. Anish Chopra is a Global Wealth Management and Investment Leader with Expertise in Asset Management and Innovative Wealth Products. Anish was also the Chair of the Advisory Board of the School's Student-run Investment Fund from its inception in 2012 until April 2014.

The 2017 IRC Prizes are as follows:

1st Place: $2,000 2nd Place: $1,000 3rd Place: $700 4th Place: $300

Key Dates:

- Last Date to Register: Monday, June 26th, 2017, 11:59 p.m.
- Team and Stock Assignment: Wednesday, June 29th, 2017, 11:59 p.m. - Upload PowerPoint Slides and Excel Model to LEARN dropbox.

Due Date: Wednesday, July 12th, 2017, 11:59 p.m.
- IRC Event Date: Friday, July 14, 2017 starting at 12:00 p.m. and going to 6:30 p.m.

To apply find the application process in LEARN, My SAF Community, Assessments, Surveys, Investment Research Challenge 2017. If you have any questions about the application process, contact L2graham@uwaterloo.ca.

We look forward to receiving your applications.

Capitalize for Kid's National Student Investors Challenge

Want to be crowned Canada’s top student investor? Want a fantastic opportunity to build your financial acumen while supporting an amazing social cause? If so, register for Capitalize for Kid’s National Student Investors Challenge today!

Compete against students across every province in a portfolio management competition where top performers will be awarded amazing prizes, and obtain exclusive career building opportunities including introductions to mentors across top financial institutions and consulting firms, alongside resume screens and possibly job interviews!

It’s free to register and compete. All participants are asked to raise $100 for children’s brain and mental health. For more details, please visit www.capitalizeforkids.org/challenge to learn more.

Queens Healthcare & Business Conference

Join the Queen’s Healthcare and Business Conference on March 11th & 12th for its inaugural year conference - Colliding Ideas for Healthcare Innovation. This conference combines delegates from diverse faculties, accomplished speakers and innovative sponsors for an optimal learning and networking experience. We invite you to be a part of the first student run conference in Canada to explore the dynamic relationship between business and healthcare. This two-day event will be held in Kingston, Ontario on the Queen’s University Campus. QHBC will spark a vital dialogue about the intersection of business and healthcare by providing a dynamic space for student, academic and industry leaders to connect and collaborate. Through multidisciplinary collaboration, captivating conversations and trans-formative ideas, delegates will be inspired by their potential to innovate for the future of healthcare. Registration fee is $75 CAD and is open until March 1st at 11:59 PM. Visit our webpage at www.qhbc.ca to register and find out more about QHBC. Please contact Claire Haliburton at delegates@qhbc.ca with any questions, cares, or concerns regarding registration and conference attendance.

#TackleImpossible Hackathon

BrainStation is co-hosting with Budweiser on the weekend of January 29-31st.   The Tackle Impossible Challenge is a 3-day Hackathon where the winning team will take home $5,000 cash, $25,000 of seed funding for your idea, and a free trip to SXSW 2016 in Austin, Texas!  

We're looking for designers, developers and creative thinkers to develop innovative approaches to empower designated driving.  You can apply to join the event by clicking here.  Registration closes on January 24th, so don't delay! 

TSX Equity Trading Competition

Opportunity for those interested in finance! 

Students will create investment teams using Voleo's mobile trading platform and collaboratively manage an equity portfolio. Each team will consist of between 3 and 30 students and will have $1 million CDN of virtual currency to invest in TSX, TSXV, NYSE and NASDAQ stocks.

CASH Prizes
Each month there is a TOP Investor prize of $500

TOP Team Receives $10,000 Second Place Receives $6000 Third Place Receives $4000

Top Overall Investor Receives $2000

REGISTRATION closes on January 29, winners will be announced on April 11!
For additional information see www.myvoleo.com/tsx
Download the app for FREE and start a team for your chance to win! 

 

 

AFSA Goes for Gold is here!

Exciting news! SAF students, you are invited to compete in business conferences and competitions around Canada to represent the School of Accounting and Finance! AFSA Goes for Gold Conferences

AFSA will send teams to competitions this year, to allow students to gain knowledge in different business competencies while having a unique opportunity to network with professionals and other students from other schools. Further information about AFSA Goes for Gold and the various conferences this year can be found on here http://www.uwafsa.ca/conference-bank/

Fill in this application today to be considered for the Goes for Gold conferences! http://goo.gl/forms/bsYztppkca Deadline is Sunday Nov. 8, 2015 at midnight. 

AFSA Conference Subsidy

In addition, any SAF student registered for a conference or competition not on the list for Goes for Gold can request for a subsidy from AFSA to cover a portion of your cost as we encourage students to take part in these competition and activities. Please make sure to have receipts and proof of your participation. More information can about the conference subsidy can be found here. http://www.uwafsa.ca/conference-subsidy/

The application for conference subsidy is this form http://goo.gl/forms/KUEneVqvbd. Deadline for Fall term is Nov. 30, 2015.

AFSA goes for gold