Save the Date
November 2020

 

Every year, UCLA Anderson hosts teams from the top business schools from around the country to compete in the ultimate credit pitch challenge. The full-day event includes two rounds of pitches, a lunch keynote, and a networking reception. All teams walk away with valuable feedback from the judges, and the top three winners split $6,000 of prize money.

Click on the tabs for details about the Fink Credit Pitch Competition

Team Composition: Each team will consist of between three and four members who must be full-time MBA students in their first year of study or fully-employed MBA students in their second year of study. More than one team from an invited university may submit an application for consideration; however, the competition organizers will ultimately choose only one team to represent any given university.

Security Selection: Teams will be pitching one security (not a portfolio). Teams must pick a security that is credit or credit-based, for example: corporate and government bonds, treasuries, and derivatives such as callable bonds and convertible bonds. The pick should be a specific debt-focused instrument, not a company/entity in general. The investment idea and thesis must be based on the fundamental analysis of the credit assessment of the entity. Forecasted financials are not required, but teams do need to have a target price.

Team Presentations: Presentations will occur in two rounds – a preliminary round and a final round. The presentation order for teams will be randomly assigned for both rounds.

  • Preliminary Round: Teams will be randomly divided into two divisions. Each division will be assigned one pitch room, and the top two teams from each room will move on to the final round. Each team will have up to 10 minutes to present, followed by 10 minutes of Q&A with the judges. Teams will not be allowed to attend other teams' pitches during the preliminary.

  • Final Round: Each team will have up to 10 minutes to present, followed by 15 minutes of Q&A with the judges. The same security must be pitched for both rounds. Teams that do not progress to the final round are highly encouraged to attend the final round

Each presentation will be officiated by a member of the UCLA Anderson School of Management community. Time limits will be strictly enforced by the official. All team members are expected to contribute to the presentation and Q&A.

Judging: All presentations will be judged by industry professionals. Judges will be provided with an evaluation form and will assign points for the following categories: security selection/background, strength of the investment thesis, risk profile, presentation skills and Q&A expertise. Judges will also individually rank order teams from first to last place. The rank orders will be used to determine the highest scoring teams in each round. In the event of a tie, the points will be used to break the tie.

8:30 a.m. - 9:30 a.m. Breakfast
9:30 a.m. - 11:30 a.m. Round 1 Pitches
11:30 a.m. - 1:00 p.m. Lunch and Keynote Address
1:00 p.m. Round 1 Winners Announced
1:15 p.m. Finalist Pitches
3:30 - 5:00 p.m. Awards Ceremony and Reception

Participating Schools

Columbia Business School

Cornell SC Johnson College of Business

Duke Fuqua School of Business

Haas School of Business, University of California Berkeley

London Business School

McDonough School of Business, Georgetown University

Northwestern University Kellogg School of Management

NYU Stern School of Business

Ross School of Business, University of Michigan

UCLA Anderson School of Management

University of Chicago Booth School of Business

USC Marshall School of Business

Wharton School of the University of Pennsylvania

Yale School of Management

Past 1st Place Winners

2019-2020 - USC Marshall School of Business

2018-2019 - Columbia Business School

2017-2018 – University of Chicago Booth School of Business

2016-2017 – Duke Fuqua School of Business

We are deeply grateful for the finance professionals from the firms below who have served as judges. If you are interested in joining the judge's panel, please contact creditpitch@anderson.ucla.edu. 

Ares Management

Capital Group

DoubleLine

Hotchkis & Wiley

Nile Capital Group

TCW

UCLA Investment Company

Western Asset 

 

2019 Competition Highlights

 
Flickr Gallery

Competition Gallery

fink center - ucla anderson school of management

Watch Final Round Pitches

Ronald Mass - ucla anderson school of management

Keynote Speaker

Nick Maroutsos ('07), Co-Head of Global Bonds, Janus Henderson Investors

 

2019 Winners

 
First Place: USC Marshall School of Business

First Place: USC Marshall School of Business

Second Place: Wharton School of the University of Pennsylvania

Second Place: Wharton School of the University of Pennsylvania

Third Place: Yale School of Management

Third Place: Yale School of Management

 

Credit Pitch Competition Videos

 
 

Presented By

 

ucla anderson fink center investment finance associationucla anderson investment association

 

Got Questions?

 

Email the Fink Center Credit Pitch team at creditpitch@anderson.ucla.edu.