Fink Center Stock Pitch Competition

 

Every year UCLA Anderson hosts teams from top MBA schools around the country to compete in the ultimate stock pitch challenge and win $12,500 in cash prizes!
The next competition will be held February 12, 2016.

Held every spring, the Fink Center Stock Pitch brings students to Southern California within reach of the top investment management shops in the world through a real-world simulation of the Wall Street decision-making process.

  • WHO: 12 Top MBA teams interested in pursuing careers in investment research/asset management will pitch stocks before a distinguished panel of judges. Judges come from prestigious firms such as Causeway Capital, Captial Group, DoubleLine, HighMark Capital, Hotchkis & Wiley, UPI Management, TCW and Wedbush.
  • WHAT: Stock pitch presentations are done for an initial and final round. Teams present a recommendation to long or short a stock given a one-year investment horizon. First-round stocks come from a predefined industry list and the final round stock is selected by the judges.
  • WHERE: UCLA Anderson School of Management.
  • WHEN: The next Stock Pitch Competition will be held February 12, 2016.
Logistics and Rules 2015 participant brochure

UCLA Anderson

Generously Sponsored By:

Fink Center for Finance & Investmentsaia

Past Events

February 20, 2015

8:00 a.m. - 5:00 p.m.

Keynote Speaker

Sarah H. Ketterer
Chief Executive Officer, Fundamental Portfolio Manager

Ms. Ketterer is the chief executive officer of Causeway, portfolio manager for the firm's fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of Causeway's operating committee. She co-founded the firm in June 2001.

Watch Keynote Video

Finalists

fink center

Haas

Scott Furumoto, Carl Choi, Miran Ahmad, Zane Keller

fink center

Columbia

Adam Kommel, Michael Conklin, Jim Bright, Zhaoyu Li

fink center

Duke

Midhal Sameer, Ben Seltzer, Tank Mitesh, Andrew Teutli-Vadheim

Competing Schools

  •  
  • Chicago Booth School of Business
  • Columbia Business School
  • Fuqua School of Business at Duke
  • Haas School of Business
  • Johnson Graduate School of Management at Cornell
  • Kellogg School of Management
  • NYU Stern School of Business
  • Tuck School of Business
  • UCLA Anderson
  • USC Marshall School of Business
  • The Wharton School
  • Yale School of Management
  •  

Testimonials

"Linda and I both really enjoyed the stock pitch competition – you guys did an amazing job organizing this event! Thanks also for sharing the judge feedback with us."

Columbia Business School

"Thank you again for hosting the Stock Pitch Competition and thanks for the feedback. Great learning for us and hoping to participate in future competitions as UCLA - It was my first visit to UCLA - brilliant show! Looking forward to crossing paths in future."

UC Berkeley Haas

February 28, 2014

1:45 p.m. - 4:45 p.m.

Keynote Speaker

Rob Arnott

Rob Arnott
Chairman & Chief Executive Officer, Research Affiliates

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world's most provocative practitioners and respected financial analysts.

Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index® approach to indexation.

Winners

Chicago Booth 1st Place AIA Stock Pitch Competition Gallery

Alpha Bulls
Chicago Booth

Henry Arias, Marcus Petersen, Rashmi Pasapula

Yale 2nd Place AIA Stock Pitch Competition Gallery

Kappa Beta Phi
Yale

Zixuan (Shin) Liu, Marcel Logan, Faiz Munshi

NYU Stern 2nd Place AIA Stock Pitch Competition Gallery

Standard Deviation
NYU Stern

Jie Ji, Madhukar Ladha, Sajal Dogra, Venay Nyamathi

Competing Schools

  • Chicago Booth School of Business
  • Columbia Business School
  • Darden School of Business
  • Haas School of Business
  • Ivey Business School
  • Kellogg School of Management
  • NYU Stern School of Business
  • Tuck School of Business
  • UCLA Anderson
  • USC Marshall School of Business
  • The Wharton School
  • Yale School of Management

Featuring

  • $12,500 in prizes
  • In-depth analysis of one stock
  • Panel of judges from top industry firms: Capital Group Doubleline Highmark Capital Hotchkis & Wiley PIMCO TCW

February 22, 2013

1:45 p.m. - 4:45 p.m.

Keynote Speaker

Joel Fried

Joel Fried,
President and Director - PRIMECAP Management Co.

Joel P. Fried joined PRIMECAP Management Company in 1986, where he is currently president and director. He also serves as co-chief executive officer and trustee of the PRIMECAP Odyssey Funds. In 2003, Fried, along with two of his colleagues, was awarded the Domestic Equity Fund Manager of the Year Award by Morningstar. Fried and two of his colleagues also were named by Morningstar as runner-up to its Fund Manager of the Year Award in 2000, 1999 and 1997.

Fried received his bachelor of science degree in economic systems/science from UCLA, and his MBA degree from UCLA Anderson School of Management.

Winners

1st Place: UCLA Anderson - Team GreenRock - $5,000

Team GreenRock
UCLA Anderson

Michael Gould, Brian Gelfand & Aylon Ben-Shlomo

2nd Place: Richard Ivey School of Business - Team IV Associates - $3,000

Team IV Associates
Richard Ivey School of Business

3rd Place: Columbia - Team Number Crunchers - $2,000

Team Number Crunchers
Columbia

Judges
Iman H. Brivanlou, PhD

Senior Vice President, Trust Company of the West

Dr. Brivanlou is a Senior Analyst in TCW's Equity Research Department where his coverage includes the real estate, insurance, business services, transports and consumer staples sectors. He sits on the Investment Product Review Committee for Buchanan Street Partners, TCW's direct real estate investment unit. He joined TCW in 2005 as an intern, and full time as an Equity Analyst in 2006 after completing his MBA in Finance and Strategy from UCLA's Anderson School of Management. While at UCLA, he developed and tested quantitative models aimed at predicting the sizes of catalyst 'events' for Kayne Anderson, a hedge fund in Century City. Prior to UCLA, he worked as a lead consultant for APS, where he founded the firm's Southern California Healthcare practice. Dr. Brivanlou holds a BS in Physics from MIT, a PhD in Computational Neuroscience from Harvard, and was a Howard Hughes post-doctoral fellow in Molecular Neurobiology at the Salk Institute in La Jolla.

Tim Davidson

Vice President and Equity Research Analyst, High Mark Capital

Timothy Davidson joined HighMark Capital Management in 2008 as an equity analyst for the Value Equity Strategy Group. He manages approximately $1.3B in assets including the HighMark Value Equity Fund (HMVMX). Timothy has more than 9 years investment management and banking experience with firms including Sanford Bernstein and Nuveen Investments. Timothy received a Masters of Business Administration in Finance and Strategy from the University of California, Los Angeles Anderson School of Management and a Bachelor's degree in Finance from Abilene Christian University. In addition, Timothy is an active member of the CFA Society of Los Angeles and is a CFA charter holder.

Jim Edwards

Investment Associate, UCLA Investment Company

Mr. Edwards is involved in all aspects of managing The UCLA Foundation endowment portfolio. Prior to joining UCLA, Mr. Edwards received an MBA from the Anderson School of Management at UCLA, where he was a Student Investment Fund Fellow. Mr. Edwards has six years of experience in financial services, including five years as a CPA at PricewaterhouseCoopers where he performed financial statement analysis and tax consulting engagements for Technology, Media, and Telecom clients. Mr. Edwards received a BS in Public Finance and a MA in Accounting from the Kelley School of Business at Indiana University.

Adam Epstein

Portfolio Manager, MAZE Investments

Adam has worked in the investment industry since 2002 as an equity analyst and portfolio analyst at firms including J.P. Morgan, Wellington Management, and Poplar Forest Capital (lineage to the Capital Group). At J.P. Morgan, his team was ranked among the best on the Street by both Institutional Investor and Greenwich Associates. Mr. Epstein received a BA in Economics from the University of Michigan followed by an MA in Economics with Distinction from the University of California, Santa Barbara. Mr. Epstein earned an MBA from the UCLA Anderson School of Management.

Mark Garmaise

Associate Professor of Finance at the Anderson School of Management

Mark Garmaises' primary research interests are in the areas of corporate finance, real estate, entrepreneurship and banking. With his co-author Tobias Moskowitz, he received the 2004 BGI Brennan Award for the best paper published in the Review of Financial Studies and the 2005 BGI Runner-up Award for the best paper published in the Review of Financial Studies. Dr. Garmaise teaches the core corporate finance course and an elective on venture capital and private equity. He was awarded the 2005 Dean George W. Robbins Assistant Professor Teaching Award, the 2006, Eric and "E" Juline Excellence in Research Award, the 2007 Citibank Teaching Award for most outstanding MBA teacher and the 2009 Fully Employed MBA Teaching Excellence Award. He has published in the Review of Financial Studies, the Journal of Finance and the Quarterly Journal of Economics. Dr. Garmaise taught at the University of Chicago Graduate School of Business before joining the faculty at UCLA Anderson. Anderson School of Management and holds the Chartered Financial Analyst designation.

Jason Hsu, Ph.D

Co-Founding Principal and Chief Investment Officer, Research Affiliates

Dr. Jason Hsu oversees the research and investment management areas at Research Affiliates. He directs research on the asset allocation models and a range of alternative beta strategies that are built on the RAFI® Fundamental Index® concept. "A Survey of Alternative Equity Index Strategies," which he co-authored, won a 2011 Graham and Dodd Scroll and the Readers' Choice Award from the CFA Institute. In 2005, he won the William F. Sharpe Award for Best New Index Research. In addition, Jason is an adjunct professor in finance at the Anderson School of Management at UCLA and a visiting professor in international finance at the Taiwan National University of Political Science (NCCU). He has also taught financial management at the Merage School of Business at the University of California, Irvine, and at the Shanghai University of Financial Economics.

Brad Kinkelaar

Executive Vice President, PIMCO

Mr. Kinkelaar is an executive vice president and global equity portfolio manager in the Newport Beach office. He is also head of the PIMCO Dividend Team, a member of PIMCO's Americas Portfolio Committee and a rotating member of PIMCO's Investment Committee. Prior to joining PIMCO in 2011, he was managing director and global equity portfolio manager at Thornburg Investment Management. As one of the first three investment professionals on Thornburg's equity team, Mr. Kinkelaar helped build the business from its infancy during more than nine years with the company. He was a co-portfolio manager of the Thornburg Investment Income Builder Fund from its inception in December 2002 until January 2009, as well as associate portfolio manager of the Thornburg International Value Fund and Thornburg Value Fund from 1999 until December 2002. Mr. Kinkelaar began his investment career in the equity investment management department for State Farm Insurance Companies. He has 16 years of investment experience and holds an MBA from the Kellogg School of Management at Northwestern University and a bachelor's degree from Eastern Illinois University.

Brendt Stallings

CFA Portfolio Manager, DoubleLine Capital LP

Mr. Stallings is an equities portfolio manager and partner in DoubleLine Equity LP. He was previously associated with TCW for 16 years where Mr. Stallings was a Group Managing Director, Senior Portfolio Manager of the TCW Growth Equities Strategy, co-portfolio manager of the TCW Global Technology Strategy and co-head of the TCW Small- and Mid-Cap Growth Equities team. He received a BA in Decision Analysis and Political Science from Stanford University and an MBA from the Amos Tuck School at Dartmouth College. He is a CFA charter holder.

Competing Schools

  • Chicago Booth School of Business
  • Columbia Business School
  • Darden School of Business
  • Haas School of Business
  • Indiana University
  • Ivey Business School
  • MIT
  • UCLA Anderson
  • University of Michigan
  • University of Rochester
  • USC Marshall School of Business
  • The Wharton School

Featuring

  • $10,000 in prizes
  • In-depth analysis of one stock
  • Panel of judges from top industry firms: PIMCO, TCW, DoubleLine, HighMark Capital, UCLA Investment Company, Research Affiliates, MAZE Investments, UCLA Anderson School of Management

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