Inaugural Investment Portfolio Challenge a great success

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)

TU's team took first place in the 2019 Investment Portfolio Challenge
University of Tulsa team (with Professor Tally Ferguson, second from left)
  • Trisha Cung
  • Harry Dinh
  • Stephen McDonald
  • Aleks Rapp
  • Claire Statton
  • Madeline Soukup

 

 

Second place: Oklahoma Christian University (Team 5)

Oklahoma Christian University team took second place in the 2019 Investment Portfolio Challenge
Oklahoma Christian University team
  • Vinicius Alves
  • James Geis
  • Jackson High
  • Kimberly Merritt
  • Seth Reiter

 

 

Planning is already underway for the second Investment Portfolio Challenge in November 2020.

Title sponsor

Logo for Council Oak Wealth Advisors (title sponsor)

Breakfast sponsor

Logo for Mariner Wealth Advisors (breakfast sponsor)