STOCK PITCH COMPETITION
Investment Society is excited to bring you our very first annual Stock Pitch Competition!
This is your chance to put yourself in the shoes of a Bay Street Analyst and pitch a stock
to your Portfolio Manager. Working in Teams of 2–4 you will analyze Target Corporation
(NYSE: TGT) and make a recommendation to BUY, SELL, or HOLD the stock. The top 5
Teams will present their pitch in front of a panel of Judges, including UTSC faculty and
an Associate from Northland Wealth Management.
Purpose
The purpose of the Stock Pitch Competition is to provide an opportunity for students to
learn and demonstrate the skills needed in analyzing, organizing, and presenting a
publicly traded company as an equity investment. We strive to deliver a platform for
students to apply skills and knowledge learned in the classroom while networking with
industry professionals. Through this competition, we aim to provide students with an
opportunity to gain exposure to a real life simulation of the role of an Equity Research
Analyst by analyzing and pitching a recommendation to BUY, SELL, or HOLD the stock of
a publicly traded company. Participants will also benefit from networking with industry
professionals who participate in the competition as judges.
Guidelines
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Work in Teams of 2–4
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Preliminary Round:
− Submit your investment thesis in the form of a 2–4 page Investment
Summary along with your PowerPoint deck which will be used in your
presentation should your Team qualify for the Final Round

Final Round:
− The top 5 Teams that qualify for the Final Round will present a 5–8 minute
pitch in front of a panel of Judges
− Award ceremony and networking session
Preliminary Round
Both Investment Summary and PowerPoint deck must be submitted by Tuesday,
October 15, 2013 at 5:00pm.
Investment Summary
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
Report must be 2–4 pages, double spaced, 1 inch margins, and 12 point Arial font
Title page (not included in the 2–4 page requirement) with the Team name and a
list of the Team members (First Name and Last Name)

The following sections must be included:
− Introduction: outline your investment thesis
− Company Background: overview of TGT
− Industry Overview: overview of the industry in which TGT operates
− Rationale: how did you arrive at your recommendation? (ex. growth
opportunities, valuation metrics, company management, current market
conditions, etc.)
− Risks and Mitigation: discuss potential risks that concern TGT
− Price Target (optional*): valuation based on Discounted Cash Flow (DCF)
and/or Comparable Company Multiples analysis
− Conclusion

The report is not limited to the above sections and you may include other headings
as you see fit
All sources must be referenced in a bibliography after the body of the report (not
included in the 2–4 page requirement)

*Note: Valuation and price target are not a required component of the Stock Pitch Competition. However, including this
section may add value to your investment thesis and will be judged accordingly. A well-written report and strong
presentation deck are key to qualifying for the Final Round.
PowerPoint Presentation Deck
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
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The presentation must be 5–8 minutes (timing will be part of the score)
Presentation should cover all sections included in the report, as discussed above
See the “Tips” section below for crafting a successful presentation deck
The written report and PowerPoint deck will account for 60% and 40%, respectively,
of the overall score in the Preliminary Round submission.
Final Round







The Final Round will consist of a 5–8 minute presentation in front of a panel of
Judges, including UTSC faculty and an industry professional
5 Teams will be chosen to advance to the Final Round based on the quality of the
Investment Summary and PowerPoint deck that was previously submitted in the
Preliminary Round
Each presentation will be timed and a 1 minute warning will be provided
All Team members must participate in the presentation
An additional 5 minutes will be provided to answer questions posed by the Judges.
Only Judges are permitted to pose questions to a Team during the Q&A portion of
the presentation
Award ceremony and a networking session will follow the presentations
Attire: Business Formal
Team Registration
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
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To register your team, please visit the Investment Society booth in the IC Atrium
from 10:00am – 4:00pm between Tuesday, Oct 10th and Friday, Oct 11th
Provide a team name, team captain and list of team members
Teams containing non-members will be required to pay at the time of the
registration
Registration deadline is Friday, Oct 11th at 4:00pm
10 Presentation Tips
1. Consistent font type and size
2. Professional and concise language
3. Limit the text and use visuals where appropriate in the deck
4. Proofread your deck for grammar and spelling
5. Practice your presentation and be mindful of the timing requirement
6. Ensure the pitch is presented in a logical, well-structured manner
7. Involve all Team members in the presentation and be aware of transitions
8. Ensure Team members know all components of the pitch, not just their part
9. Project your voice and be confident in your presentation
10. Be prepared to answer additional questions about your investment pitch
Investment Summary Evaluation Form
Exceeds
Meets
Below
Little / No
Expectations
Expectations
Expectations
Value
Introduction
5
4
3-2
1-0
Company Background
10-8
7-5
4-2
1-0
Industry Overview
10-8
7-5
4-2
1-0
Rationale
15-13
12-9
8-5
4-0
Risks & Mitigation
5
4
3-2
1-0
Conclusion
5
4
3-2
1-0
Final Score (Maximum 50 Points): ______
PowerPoint Deck and Group Presentation Evaluation Form
Argument
Did they use data effectively to
Exceeds
Meets
Below
Little / No
Expectations
Expectations
Expectations
Value
25-20
19-13
12-6
5-0
15-13
12-9
8-5
4-0
15-13
12-9
8-5
4-0
15-13
12-9
8-5
4-0
20-16
15-11
10-6
5-0
10-8
7-5
4-2
1-0
support their recommendation?
Company Analysis
All required sections are addressed,
quality of analysis
Team Involvement
Team involvement in the
presentation/Q&A
Materials
Quality of slides
Poise
Were they confident? Were they
convincing?
Questions
Were they able to answer
questions effectively?
Final Score (Maximum 100 Points): ______
FAQ
What is the structure of the competition?
Teams of 2–4 will compete in two rounds – the Preliminary Round and the Final Round. Five Teams
with the highest score in the Preliminary Round will advance to the Final Round, which will also
include a networking session. The performance in the Preliminary Round will be judged based on the
quality of the Investment Summary and the PowerPoint deck.
Where can I learn more about the competition?
We will be hosting two info sessions on Monday, Oct 7th and Tuesday, Oct 8th from 5:00–6:30pm in
the Finance Lab (IC 306). The info sessions will be open to all students interested to learn about the
Stock Pitch Competition and will provide you with important information that will help you succeed in
the competition. Capital IQ and FactSet training will be provided to help you find all the relevant
information to conduct your analysis.
For those who cannot attend the information session, please visit us during the booth hours
throughout the week and we will be happy to provide more information and address your questions.
Who can participate?
The competition is open to all University of Toronto students. Registration is in teams of 2-4. If you
do not have a team, you can register individually and we will place you in a team.
What if I miss the registration deadline?
Please contact us at stockpitch@investmentsociety.ca and we will make our best effort to register your
team in the competition. No guarantees can be made.
What is the cost to participate?
Registration for the Stock Pitch Competition is free for Investment Society members. For all nonmembers, the registration fee is $10.
When is the deadline to submit the Investment Summary and PowerPoint deck?
The written report and the PowerPoint deck must be submitted by Tuesday, October 15, 5:00pm.
Please follow the guidelines for the format of the submission.
When will we find out if our Team qualified to the Final Round?
You will find out if your Team has progressed to the Final Round by Tuesday, October 15, 11:59pm.
Our Team has registered, what are some tips for the next steps?
Arrange a time to meet with your Team members and discuss a strategy to approach the Stock Pitch
Competition. Access the necessary resources to obtain company and industry research (visit the UTSC
Finance Lab in IC 306 for further assistance). Follow the guidelines and the rubric provided to ensure
that all requirements are met. Good luck to all participants!
Feel free to e-mail us at stockpitch@investmentsociety.ca if you have any questions about the
Stock Pitch Competition.