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Warwick Investment Challenge

15 February 2017 | 5PM – 8PM

WBS M1 – Teaching Centre

Event description

The Warwick Investment Challenge is open to all students providing them with the opportunity to test their investing and trading skills against their peers across the university.
Our special guests are leaders from within the alternative investment and hedge fund industry; currently attending are CQS, MAN AHL, Cantab Capital amongst others. You will have the opportunity to hear guests discuss their backgrounds, life in the markets and their outlook for financial markets. They will also form the judging panel for the Challenge.
The Event will be 4 hours long. The schedule will be:
1. A presentation by guest speakers about the current Hedge-fund industry
2. The Investment challenge, where the top three teams present their investment strategy
3.  Networking event, Exclusive for the Top Ten teams.
Entries are available to students from all disciplines. Entries are available to those who wish to simply attend the event as well as those who which to submit entries. Due to limited capacity, priority for seating at the event will be given to those who enter the challenge.

The competition

The challenge for this exciting event is the following:

Students form teams of up to a maximum of five people. Each team is required to put together the following under the scenario listed:

You were hired by “Euler Capital”. You’ve climbed the ranks and have now been given control of your own trading desk. Your team is responsible for a trading book within the capital markets division. You have been assigned a trading book with a maximum size of £100 million. Your team needs to present its strategy to a panel of senior traders, quantitative analysts and risk managers before implementation. You and your team must produce the following:

  • You must choose which asset class your team will specialise in either Equities or FICC (Fixed income, currencies and commodities).
  • Produce an economic overview of financial markets and a trading strategy based on these views.
  • Explain how you would structure a portfolio for your given strategy.
  • Describe how assets selected would be priced and hedged.
  • Assess the levels of risk involved, how they would be minimised and accounted for.
  • Evaluate how trades would be placed and executed in the markets.
  • You must incorporate both fundamental and technical analysis into your strategies.
  • Clarify the ideas behind any quantitative models or programmes you would use.
  • You are limited to one A4 page (both sides)

The top three selected teams (chosen by the judges) will then pitch their ideas in a 10-minute presentation to the judging panel and audience. Each team member must take part in the presentation. Your investment pitch will be followed by a 10 minute Q&A with the panel.

The next step to your dream career