Investment Portfolio Challenge 2019

Join the Collins College of Business inaugural Investment Portfolio Challenge, sponsored by Council Oak Wealth Advisors, on Wednesday, November 20, 2019, 8am to 6pm!

Who Can Join? Undergraduate and graduate students

When & Where is the Challenge? Wednesday, November 20 at The University of Tulsa, located in Tulsa, Oklahoma

How Does it Work? Form a team! Prepare and present an optimal weighting of Global Industry Classification Standard (“GICS” ®) sectors and identify up to three stocks in each sector for a hypothetical $5 million investment portfolio.

1st Place: $1,000
2nd place: $500

         Event Day Schedule:

         8 a.m. – Breakfast and Welcome

         9 a.m. – 10 a.m. – Team Presentations

         10:15 a.m. – 11:15 a.m. – Team Presentations

         11:30 a.m. – 1:30 p.m. – Lunch with Friends of Finance

         2:15 p.m. – 3:15 p.m. – Team Presentations

         3:30 p.m. – 4:30 p.m. – Team Presentations

         4:30 p.m. – 6 p.m. – Networking Reception & Awards Presentation

Any questions or uncertainties pertaining to the Official Rules of the University of Tulsa Investment Portfolio Challenge should be directed to

Presenting Sponsor: Council Oak Wealth Advisors


Breakfast Sponsor: Mariner Wealth Advisors 

Thank you for your support!

Each team will have 45 minutes to present its recommendations to a panel of Industry Representatives. An additional 15 minutes will be provided to answer questions posed by the Industry Representatives, or the general audience including Faculty Advisors.

Forming Your Team: Teams must be sponsored by a university or college. Up to three teams may represent an institution.

Each team:

  1. Must consist of undergraduate, graduate, or a combination of undergraduate and graduate students;
  2. Must consist of no fewer than four and no more than six members; and
  3. Each team may avail themselves of one faculty advisor. The faculty advisor must be currently employed as a faculty member by the team’s sponsoring institution.

Each team member must:

  1. complete the official registration form, listing all team members in one form;
  2. be a currently enrolled college or university student in an undergraduate or graduate program at the sponsoring university at the time of the local level kickoff meeting, and
  3. be registered for at least a part-time course load, as defined by his or her university, at the time of the local level kickoff

Official rules of the Investment Portfolio Challenge 

Audience Registration


Investment Portfolio Challenge 2019 - Audience Registration

Interested in joining in the fun? RSVP to be an audience member during the team presentations.
  • Cost is $10/person for University of Tulsa students, $35/person for non-TU students or guests. The Executive Speaker will be Jeanne Bickford, Senior Partner & Managing Director of Boston Consulting Group.
  • If you'd like to join us for lunch, please visit the Friends of Finance website and purchase tickets.