Competition Outline

COMPETITION PROGRAMS

In the realistic and intensely educational competition, teams of 3- students go head-to-head in simulated situations in four (4) distinct challenges:  1) Trading Challenge, 2) Portfolio Challenge, 3) Treasury Challenge,  and 4) Investment Banking Presentation. Each competition area highlights products or strategies exclusive to the capital markets. See below for details on each of the three segments.

Trading Challenge – 25% of the Competition Results

Teams (and individuals) compete over a 21-day period using CapitalRNTS (Real News Trading Simulation) software. Each team starts with a base portfolio containing equities, fixed income contracts, Forex, metals, Agri’s, and index contract (values are based on opening prices recorded by global exchanges). Teams follow the news and learn how it affects price change across each instrument. They can modify their positions daily and monitor the up-to-the-minute leader board online.

Portfolio Challenge – 25% of the Competition Results

In the 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalPMS (Portfolio Management Simulator). This intense simulation provides students an opportunity to act as a Portfolio Management team for a Corporate Treasury Office.

Treasury Challenge – 25% of the Competition Results

In this 1/2 day-long competition, teams compete on-site at the Challenge location using CapitalFTS (Forex Trading Simulator). This intense simulation provides students an opportunity to act as a Trader managing the Forex Desk for one of the corporate treasury departments.

Investment Banking Presentation Challenge – 25%  of the Competition Results

Each team is given a case-study and data set 30-days prior to the competition, with the task of formulating a financial strategy as a solution. Two members of the team will give a 10-minute presentation outlining the solution, while the other two field questions from the judges.  For more information, please refer to the Rules for the competition.

COMPETITION TIMELINE
The timeline example below is provided to show timing for the key elements (beginning, endings, etc.) of each of the Challenge’s components:

Announcement of the Challenge:              December 1st 2018
Team Registration:                                       January 2 – February 15

Trading Challenge:                                      February 18 – March 7th
Treasury Challenge:                                     March 11th, 2019
Investment Banking Challenge:                March 11th, 2019
Portfolio Challenge:                                     March 11th, 2019

Competition Day:                                          March 11th, 2019
Awards Ceremony:                                        March 11th, 2019

Participation in the UTC is limited to 20 teams, so please complete your registration form as soon as possible.  If you have any questions, please call +44 (0) 20 3286 2442