Fink Center Credit Pitch Competition

Fink Center Credit Pitch Competition

 
 

U.S. High Yield Portfolio Management

Top MBA teams are invited to participate in the inaugural two-phased portfolio management and credit pitch competition hosted by the UCLA Anderson School of Management and the Fink Center for Finance & Investments. The event will be stimulating, competitive, and fun, with $7,000 in cash prizes awarded to the winners!

  • WHO: Top MBA teams of 3 to 4 students interested in pursuing careers in credit research and/or asset management will take part in the inaugural 10 week US high yield portfolio management competition culminating in a high yield bond pitch at the Fink Center Credit Pitch Competition event.
  • WHAT: This contest will consist of two phases: 1) a 3-month US high yield portfolio management contest and 2) a US high yield bond pitch to a distinguished panel of judges from prestigious investment management firms. Each team will be assigned a given notional value of paper money to build their US high yield portfolios. The entire contest will be conducted with paper trades and assumed execution prices from Bloomberg based on end of day prices. On February 28th, 2017, each team will send its bond portfolio, consisting of up to 10 bonds, to the competition organizers. Teams will be allowed to execute 20 transactions over the 10-week competition. The performance will be measured on a weekly basis and reported back to each team. Results will be made available online to all participants to fuel the fun and spirited competition. On May 31st, 2017, the Fink Center Credit Pitch Competition event will take place and each team will be required to pitch one US high yield bond to a panel of judges. There will be three prizes awarded: 1) Best 12-week portfolio performance; 2) Judges’ choice of best bond pitch; and 3) Most Improved Portfolio.
  • WHERE: The Credit Pitch Competition will take place at the UCLA Meyer & Renee Luskin Conference Center.
  • WHEN: The US high yield portfolio management phase of the competition will take place from March 7th, 2017 to May 26th, 2017. The UCLA Anderson Credit Pitch Competition event will be held on May 31, 2017.
  • Judges come from the following firms: Ares Management, DoubleLine Capital, TCW, and Hotchkis & Wiley
Competing Schools:
  • -Columbia Business School
  • -Duke Fuqua School of Business
  • -Haas School of Business, UC Berkeley
  • -MIT Sloan School of Management
  • -Northwestern University Kellogg School of Management
  • -NYU Stern School of Business
  • -Ross School of Business, University of Michigan
  • -Tepper School of Business, Carnegie Mellon University
  • -UCLA Anderson School of Management

Important Information:
Logistics and RulesSign Up to Watch Keynote and Final PitchesQuestions? Email the Credit Pitch Team!

Generously Sponsored By:

aia

Credit Pitch Scoreboard

 

Each week the 9 teams competing in our 2017 Credit Pitch Competition will have their progress tracked and scores posted below. Trades begin on March 7th and will end on May 26th . Who will dominate this week?

View the Full Scoreboard Here!

2017 Credit Pitch Leaderboard

PrizeTeamSchool
Best 12-week Portfolio Performance Iota Duke Fuqua School of Business
Most Improved Portfolio Delta UCLA Anderson School of Management
Judges' Choice of Best Bond Pitch Zeta Northwestern Kellogg School of Management

Competition Co-Founders

 

John Bay

John Bay is pursuing an MBA at UCLA Anderson with an expected concentration in investment management. Prior to Anderson, John worked for five years at Bank of America/US Trust in a variety of roles in client service, workout banking, and trading.

Last summer, he interned in a credit internship program, which spanned trading, portfolio management, and credit research at NISA Investment Advisors, an asset management firm concentrated on Investment Grade Credit, managing $140 Bn in AUM for pension funds and other institutional clients. He graduated in 2009 from Bates College with a B.S. in economics, and is a CFA Charterholder. He is a co-founder of the UCLA Anderson Credit Pitch Competition, a US High Yield portfolio management contest for top business schools.

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Paige Kolesar

Paige Kolesar is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to Anderson, Paige was a project manager at Northern Trust in Chicago, where she managed several software development projects as part of a company-wide initiative to improve profitability.

Before being promoted to project manager, she completed Northern Trust’s Rotation Development Program, rotating through five front office and internal positions across the company. Last summer, Paige interned at Dimensional Fund Advisors in its financial advisor services group in Austin, Texas. She will be returning to Dimensional Fund Advisors in Santa Monica after graduation. Paige graduated from the University of Michigan, where she earned her B.A. in economics. She is a co-founder of the UCLA Anderson Credit Pitch Competition, a US High Yield portfolio management contest for top business schools.

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Charlie McMahon

Charlie McMahon is pursuing an MBA at UCLA Anderson with a specialization in finance and investment management. Prior to Anderson, Charlie worked for two years as a leveraged finance investment banking analyst at Jefferies & Company, where he supported multiple LBO, debt issuance and debt refinancing transactions.

He then worked for four years as a management consultant at SSA & Company, where he led a long-term project at a global investment bank focused on mitigating regulatory risk. He spent his 2016 summer interning at Oaktree Capital in the portfolio construction and analysis group. He is working part-time at Oaktree through June 2017, at which point he will be joining the firm full-time. Charlie graduated with a B.A. in economics and psychology from Claremont McKenna College in 2009. He is a co-founder of the UCLA Anderson Credit Pitch Competition, a US High Yield portfolio management contest for top business schools.

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