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2023-2024 Boston Global Investment Competition
Requirements
1. Complete a research report on a public company
2. Online live pitching of the researched stock
3. For registration, please complete registration form:
https://forms.gle/WLb6Da1qRi8Wy56x9
4. Registration fee: $40
5. Please send the research report to:
6. Award announcements and award trophy shipments please fill out form: https://docs.google.com/forms/d/e/1FAIpQLSdhbMMvtsfpbcCtzcuNsM3hWEyUZXWvurRhUtMejUrMX8A1aA/viewform
Prizes
· First Place Awards
· Top 10 Finalists and Best Research Awards
· Finalists
Notice
To better accommodate the high volume of registrations and the schedules of our international participants, we have extended both the registration and the research report submission deadlines.
Timeline
- Registration deadline: 6/19/2024 Wednesday midnight US EST
- Research report submission deadline: 6/19/2024 midnight US EST
- Notification of research reports entering next round: 6/21/2024 US time EST
- Online live presentation: 6/30/2024 Sunday 1 PM US EST
Requirements for the Research Report
· Page 1: Title Page, including: name, email, and school.
· Page 2-10: Research Report
- Summary of your research
- Investment thesis: why you like this company or why you don’t like.
- Financial basic model
- Company introduction
· Submit in doc or PDF format, not exceeding 5MB
· 12 point font; Times New Roman, Double spaced, 1 inch margins
· Proper citation of any source used and acknowledge ownership of all images and other media
- NOTE: A separate bibliography is not required. Source citations can be included in the footer of your report.
Requirements of Online Presentation
· Oral presentation 10 minutes
· Q&A session 10 minutes
· Business casual or business formal dressing.
Contacts
· For registration, please complete registration form:
https://forms.gle/WLb6Da1qRi8Wy56x9
· For questions, please contact:
Advisors & Judges
Nicholas Palmer
Nicholas Palmer
Nicholas Palmer
Investor at Square Wave Capital
Experienced equity research analyst with a demonstrated history of working in the investment management industry. Skilled in Microsoft Excel, financial modeling, investment analysis, and valuation. Strong research professional with a Bachelor of Arts (B.A.) focused in Economics from University of California, Berkeley.
Terry Walsh
Nicholas Palmer
Nicholas Palmer
Managing Director - Zelman & Associates
Terry Walsh is the Managing Director at Zelman & Associates, with previous roles at Rosenblatt Securities and other firms. He has extensive experience in equity research sales, focusing on technology, media, and telecom sectors. His career also includes achievements in the caddying field, where he was top-ranked at Westwood Country Club.
Albert Wang
Nicholas Palmer
Albert Wang
Investor at Greenoaks Capital
Albert Wang is an Investor at Greenoaks and has held positions at Matrix Capital Management, Public Comps, and Microsoft. He completed his Bachelor of Engineering at Princeton University. His achievements include winning the Sohn Idea Contest and the Ivy League Poker Tournament. Wang also contributes as an ad
Investor at Greenoaks Capital
Albert Wang is an Investor at Greenoaks and has held positions at Matrix Capital Management, Public Comps, and Microsoft. He completed his Bachelor of Engineering at Princeton University. His achievements include winning the Sohn Idea Contest and the Ivy League Poker Tournament. Wang also contributes as an advisor and board member to various organizations, including the Research Science Institute.