The DFE is committed to broadening the opportunities for all Duke students to learn about the many different aspects of the financial markets in an extracurricular setting. Each educational competition is sponsored by a financial firm. Most of the competitions take place in the fall semester and are open to all Duke sophomores on campus, regardless of major. Students must be on campus to participate.
Duke undergraduates are invited to join the DFE email list to receive information about DFE competitions and activities, including notifications about competition guidelines and registration.
Spring 2019 Goldman Sachs Trade Pitch Competition
The objective of this competition is for students to learn how to create and justify a trade idea on behalf of a hedge fund. Students will work in self-selected teams of three to propose a unique trade (buying and/or short-selling specific securities) and create a presentation with an explanation of the trade thesis. The top 10 teams will ultimately be invited to present their trade idea to a panel of Goldman investment professionals on the afternoon of Thursday, March 28. Duke sophomores from all majors are invited to participate.
To register you team, complete this form by February 13 at 5 PM.
Morgan Stanley Trading Game (Fall Semester)
The Trading Game, sponsored by Morgan Stanley and powered by Stockfuse, enables sophomores to learn about trading, portfolio management, and risk and return by trading a simulated portfolio of global securities throughout the fall semester. Game participants gain intimate knowledge of the movements of major financial markets and experience the thrills and spills of developing losing and winning trading strategies. Students who are considering applying for summer finance internships find the Trading Game helpful as a way to get in the practice of watching the markets. All Duke sophomores are eligible to participate.
Month 1: Daniel Berlin – 8.09% return
Month 2: Geary Stonesifer – 8.37% return
Month 3: Eric Little – 4.36% return
OVERALL: Geary Stonesifer – 9.31% return
Wells Fargo Corporate Valuation Competition (Fall Semester)
In the fall semester, the DFE invited sophomores of all majors to participate in a corporate valuation competition sponsored by Wells Fargo. Participating in this competition enhanced students understanding of how investment banks value corporations as part of deal activity such as mergers, acquisitions, and LBOs. It was valuable for students interested in all roles in the financial markets. The top 10 teams presented their trades to a panel of visitors from Wells Fargo in late October.
First Place: Blake McCann, Christian Cleaveland, Troy Minor
Second Place: Annika Coley, Sophia Katz, Samantha Busch
Third Place: Shahrik Punja, Samhitha Sunkara, Ellen Wang
BlackRock Asset Allocation Competition (Fall Semester)
The Asset Allocation Competition, sponsored by BlackRock, teaches students about the portfolio allocation process. The competition requires participants to imagine themselves as portfolio managers for an asset management firm that offers a range of investment funds for many different types of individuals and institutions. All Duke sophomores are invited to participate. In the fall 2018 competition, the top teams presented to a panel of BlackRock representatives in November and enjoyed a networking reception afterward.
Best Overall: Ryan Corrigan, John Pererson, Juan Rodriguez-Benitez
Runner-up: Niki Coley, Lily Kaye, Isabel Shiff
Most Innovative: Victoria Bevard, Melody Hong, Kimberly DelSignore
Deutsche Bank Game Show (Fall Semester)
For the ninth consecutive year, Deutsche Bank sponsored an on-campus University Challenge-style game show competition for Duke sophomores. Twelve teams of students answered quiz questions pulled from a range of business- and finance-related categories. Students prepared for the Game Show by reading the Wall Street Journal closely in the weeks before the final event as well as Burton G. Malkiel's A Random Walk Down Wall Street.
Congratulations to the fall 2018 winners!
Morgan Stanley Stock Pitch Competition (Fall Semester)
This fall Morgan Stanley and the DFE invited Duke sophomores to participate in a stock pitch competition. Selected students, working in teams of two, presented a "long" or "short" investment thesis on the stock of their choice to a panel of Morgan Stanley professionals.
First Place: Lucas Gonzalez Pagliere and Nikhil Kaul
Second Place: Danny Gendler and Troy Minor