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3 Annual Cleveland Research Stock Pitch (3年度克利夫兰研究股票)
3rd Annual Cleveland Research Stock Pitch Competition
We are pleased to announce the 3rd Annual Cleveland Research Stock Pitch Competition. The competition will provide an
opportunity for students to demonstrate their investment ideas and knowledge of the financial markets. The investment idea
will be evaluated as a long position with a 3-12 month investment horizon. Teams of 2 – 4 students will put together a stock
pitch presentation, and finalists will present their ideas to Cleveland Research Company.
The winning team will advance to represent Miami University on a national scale. Winners of last year’s Cleveland Research
competition represented Miami University well at the national competition as the students advanced to the final round (top 4
teams in the country) and received a write up in Forbes: /sites/kaipetainen/2012/11/06/miami-
university-students-and-this-quant-pitch-cj-energy-services/
We look to continue to build upon the strong Miami University reputation going forward.
First Round
The first round will consist of students selecting and analyzing an investment idea in the form of a written proposal. All
presentations are to be in PowerPoint format with no more than 20 slides. Ideas will be judged on the quality of the investment
pick and the rationale.
Winners (Top 4 or 5 Teams) of the first round:
Invited to a dinner with Cleveland Research Company the night before the final presentation
Will present their idea to a panel judges from Cleveland Research Company in the Trading Room
Final Round
Finalists will present to Cleveland Research Company. The final presentation will consist of a ten minute presentation,
followed by a ten minute QA session. Presentations will be judged on the quality of the investment pick and rationale, the
quality of the presentation, and the ability to effectively field questions from the judges. The final round will take place in the
trading room and will be open to all students and f
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