Brock Finance & Investment Group
Stock Pitch Challenge Information Package
Competition Overview
Brock Finance & Investment Group is excited to present its first ever stock pitch competition. Students will
showcase their analytical skills though the development of a one page equity research report and a 10 minute
presentation. The intense competition is designed to replicate the fast-paced, demanding experience of
fundamental analysts in the real world. No prior investment experience is necessarily needed, but contestants
are encouraged to seek out faculty, professionals and other students to provide insight. Finalists will be paired
up with a mentor working in the industry to offer guidance and feedback. The first place student or team will
be awarded a $500 grand prize.
Registration as a participant: www.brockfinance.com/pitch
Register as a spectator: Register through the BFIG website. Spectators will have the opportunity to network
with industry professionals. Lunch and refreshments will be provided.
What the Mentoring Program is Aiming to Accomplish
The objective of the mentoring program is to educate Goodman students entering the capital market industry
and equip them with the tools to launch their careers. Mentors will review and offer feedback to students on
their investment summary report and presentation slide deck. This will be accomplished through a series of 2
phone call meetings with the students between the dates of February 24 - March 13.
March 15th Finals Agenda
9:15am – 9:50 am
Doors open (Cairns Complex 207)
9:50am – 10:00 am
Introductions
10:00am – 10:25 am
Pitch # 1
10:25am – 10:50 am
Pitch # 2
10:50am – 11:15 am
Pitch # 3
11:15am – 11:40 am
Pitch # 4
11:40am – 12:05 am
Pitch # 5
12:05pm – 12:50 pm
Networking Session, Lunch & Judge Deliberation
12:50pm – 1:00 pm
Winners announced & closing remarks
Sponsors
Brock Finance & Investment Group © Brock University, Goodman School of Business St. Catharines, ON, L2S 3A1
Brock Finance & Investment Group
Stock Pitch Challenge Information Package
Timeline of the Event
January 20, 2014
Registration Opens
February 14, 2014
Registration Closes
February 14, 2014
Security Selection Due to alexander.fung@brockfinance.com
Email Alexander Fung listing the company that you will be analyzing and if you will be
competing along or in a team (maximum of 2).
February 21, 2014
Slide Deck & Investment Summary Due to alexander.fung@brockfinance.com
Email Alexander Fung with a PowerPoint (15 slides max) and a 1page investment summary
February 24, 2014
Finalists Announced
Finalists will be paired up with a mentor
February 24 - March 13
Mentorship Process
March 15, 2014
Finals (9:15am – 2:00pm)
Rules
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First place prize will be awarded a grand prize of $500
The pitch must be 10 minutes maximum in length and is subject to a 10 minute question period.
The pitch may be done in groups of 1-2 people
All applications must be submitted by February 21, 2014 in order to be considered.
Applicants must select an equity security trading on the TSX, NYSE, or NASDAQ.
The application submission must include a one page investment summary with recommendation and a
slide deck (10-15 slides)
Once finalists are selected, they must sign a commitment form ensuring attendance on pitch day.
All applicants will be supplied a judging criteria (attached below).
Executive members of Brock Finance & Investment Group are not eligible to participate.
Applicants may approach anyone for guidance (executives, analysts, faculty, and professionals) but
final product must be written by the applicant.
All data is required to be sourced.
All undergraduate and graduate students are eligible to compete
Thank you
Brock Finance & Investment Group thanks you for taking the time in reading through the information package
and for your consideration in being a part of this event. Please email alexander.fung@brockfinance.com with
general inquiries or if you require any further information.
The judging criteria and an example report are attached below for your reference.
Brock Finance & Investment Group © Brock University, Goodman School of Business St. Catharines, ON, L2S 3A1
Brock Finance & Investment Group
Stock Pitch Challenge Information Package
Judging Criteria
Exceeds
Expectations
Meets
Expectations
Below
Expectations
Little / No
Value
4
3
2
1
4
3
2
1
4
3
2
1
4
3
2
1
4
3
2
1
4
3
2
1
4
3
2
1
Company Overview
Evaluation of the company’s
business model and current
operation.
Internal & External
Analysis
Evaluation of the company’s
internal strengths and
weaknesses, and the external
environment.
Valuation
Key focus on comparable
companies analysis, discounted
cash flow analysis, and
potentially NAV.
Key Catalyst(s)
Identification of key catalyst(s)
that will result in the stock
appreciating in value.
Industry Understanding
Key understanding of the value
drivers and valuation
methodologies in the industry.
Associated Risks
Internal / external risks that will
influence the appreciation in
value.
Presentation Technique
Presentation format, speaking
style, question and answer
composure.
Brock Finance & Investment Group © Brock University, Goodman School of Business St. Catharines, ON, L2S 3A1
Brock Finance & Investment Group
Stock Pitch Challenge Information Package
Example Report
Brock Finance & Investment Group © Brock University, Goodman School of Business St. Catharines, ON, L2S 3A1