A team from The University of Tulsa took top honors in the inaugural Investment Portfolio Challenge, held at the Collins College of Business on Nov. 20, 2019. Five teams comprised of undergraduate and graduate students from The University of Tulsa, Oklahoma Christian University and the University of Oklahoma competed to see who could devise the best stock market portfolio using a hypothetical $5 million budget.
“It was my distinct pleasure to be a part of the inaugural Investor Portfolio Challenge,” said Madeline Soukup, a member of TU’s winning entry. “My teammates and I gained valuable experience in equity analysis, portfolio optimization and leadership. Thanks to the tireless efforts of my team we were awarded first place. I would also like to thank all of the organizing staff and our wonderful judges for making the experience a fruitful one.”
All the teams displayed considerable analytical skill, financial acumen and market intuition during their 45-minute presentations and 15-minute Q&A sessions. The judges were business professionals from Mariner Wealth Advisors, Bank of Oklahoma, Cavanal Hill Group, Phillips 66, Council Oak Wealth Advisors, Verizon, ONEOK, Don P. Quint & Associates and Williams.
First place: University of Tulsa (Team 1)
- Trisha Cung
- Harry Dinh
- Stephen McDonald
- Aleks Rapp
- Claire Statton
- Madeline Soukup
Second place: Oklahoma Christian University (Team 5)
- Vinicius Alves
- James Geis
- Jackson High
- Kimberly Merritt
- Seth Reiter
Planning is already underway for the second Investment Portfolio Challenge in November 2020.