Current Events


 Investment Society hosts a large variety of events for every student interested in finance. From real experience gained from trading simulations and stock pitches, to networking with industry professionals, we aim to be a resource for all things finance related on this campus. Follow our Instagram (@investment_society) for the dates, times, and locations for each of our events.

 Past Events


Take a look at our past events, workshops, and case competitions that Investment Society has to offer for students at the University of Toronto Scarborough!

 Register for Eclipse Case Competition - 2nd Edition: https://www.eclipsecompetition.ca/

#eclipseyourcompetition

Four management student organizations at the University of Toronto (MIBA, MTA, SIG, I$) have partnered together to bring forth a multidisciplinary case competition for all undergraduate students in Ontario.

The case studies will optimize four streams of business: Project Management, Finance, Technology and ESG.

Eclipse is an all day event that includes multiple case rounds, speaker series, a networking session, a formal lunch, and much more! Eclipse provides students with the opportunity to put their analysis and communication skills to the test by solving complex business problems in an intensive team environment.

In addition, participants have the chance to strengthen their networking skills while meeting potential employers. Ultimately, our goal is to support them through career development opportunities and develop lasting connections, allowing students to excel in their professional and academic lives while creating fun and unforgettable memories with new peers and friends.

The Eclipse New Moon Award aims to provide funding for participants' ideas and initiatives. Students who participate in Eclipse are given the opportunity to apply to this award which can help support their innovative ideas. If a student has a project, start-up, idea, or anything that impacts the community in a positive manner, we encourage them to apply for this amazing opportunity and receive a $1000 grant.

Competition Date: Saturday, February 4th, 2023 - 9:00 a.m. - 6:00 p.m. EST

Location: The Westin Harbour Castle, 1 Harbour Front Square, Toronto, ON M5J 2G4, Canada

Sign Up Deadline: ‪January 12th, 2023

2022 Portfolio Management Competition

 Craving to learn more about the stock market and managing a successful stock portfolio?

Investment Society is excited to announce that we will be hosting our annual Portfolio Management Competition (PMC) this summer. This competition will allow you to test your skills into the real stock market using $150,000 in game cash. This opportunity is available to all students at UTSC and no prior knowledge or experience is required to compete. Students can sign up individually or in teams of 2 to 3 people. This event will run between ‪August 1st to 26th, 2022‬ on MarketWatch.

There will be 2 streams of competition taking place for this event:

Paid Stream: Contestants will purchase a $5 ticket to enter the competition and gain a chance of winning an amazing prize.

Non-Paid Stream: No ticket purchase is required and is open to students seeking to use this as a learning opportunity of investing into the stock market. Contestants who enter through this stream will not have the opportunity of winning a prize.

* Sign up is required for both paid and non paid streams *

Contestants who enter through the paid stream with the most amount of money left at the end of the competition will win an Amazon gift card ($200 Amazon gift card for 1st place, $100 Amazon gift card for 2nd place and $50 Amazon gift card for 3rd place).

Competition Period: ‪August 1st to August 26th, 2022‬

Sign Up Deadline: ‪July 31st @ 11:59 pm‬.

Sign up through Eventbrite via the link below:

https://www.eventbrite.ca/e/portfolio-management-competition-summer-2022-tickets-390016047497?fbclid=IwAR3iGegLNucqmb4U67n5tEkQVSWtQutXu_o1LPxC83XkfCGA62ZJkpWgmTs

Feel free to reach out to us via DM or email at ‪info@investmentsociety.ca‬ if you have any questions or concerns.

Don’t miss this opportunity to gain new trading experience and compete against your friends!

 

2022 Breaking Into Bay Street

Are you interested in finance? Want to learn more about Mergers and Acquisitions?

Well, meet us in The BRIDGE for the annual Breaking into Bay Street event on March 16th at 6 pm and learn how to break into the finance industry 💥

This year Investment Society has partnered up with The BRIDGE and the Student Managed Fund to bring you a night full of fun and finance. SMF will be hosting a workshop about M&A with a take-home case competition (PS… there will be prizes for winners). Keep an eye out for posts about the prizes and keynote speakers!

*Refreshments will be provided*

Entry fee: $5
Date: Wednesday, March 16th, 2022
Time: 6:00-8:00 PM
Location: The BRIDGE

 

2022 Stock Pitch Competition

🚨Investment Society is excited to announce our first event of 2022: Stock Pitch Competition! 🚨

As a team of 2-3, you will be given an industry to research and pitch a stock that falls under this sector. Prepare a 10 minute presentation convincing our panel of judges to buy, sell or hold the stock for a chance to win cash prizes of up to $200! 💸

The industry will be provided on February 21st, giving you a week to prepare your presentation.

DATE: Week of February 28th!

LOCATION: Zoom

 

What The Finance

Ever looked at job descriptions for finance roles and thought to yourself… WTF? Well, this is the workshop for you!

Investment Society is hosting our newest workshop - WTF: What the Finance?

Our speakers will be touching the following topics:

- How to succeed as an undergraduate student wanting to enter the finance industry
- Climbing the corporate ladder
- GPA’s
- What you really do in roles like - PE, IB, M&A, and Alternative Investments

This is your chance to learn about different jobs in Finance and have all your questions answered by industry professionals!

Keep an eye out when we announce our amazing speakers - UTSC grad, and a finance veteran on the line up :)

DO NOT miss out on this amazing opportunity!

Date: Nov 5th, 2021
Time: 6:00 pm – 7:30 pm

8th Annual UTSC Trading Competition 2021

Investment Society and the BRIDGE presents UTSC's 8th Annual Trading Competition!

Participate in this year’s trading competition to develop your finance skills and learn how trading floors work in real life. Students will gain hands on experience applying their knowledge using the Rotman Interactive Trader software to manage financial securities in a simulated trading floor experience. Prizes will be given to the top performing participants in this year’s competition.

To prepare for this competition, students will also have the opportunity of attending a series of four workshops hosted by the BRIDGE’s Bill Chau.

Note: Students who register for the 8th Annual UTSC Trading Competition will automatically be registered for all four workshops.

2021 Portfolio Management Competition

Eager to learn more about the stock market and managing a successful stock portfolio?

Investment Society is excited to announce that we will be hosting a Portfolio Management Competition (PMC) this summer. This competition will allow you to test your skills into the real stock market using $150,000 in game cash. This opportunity is available to all students at UTSC and no prior knowledge or experience is required to compete. Students can sign up individually or in teams of 2 to 3 people. This event will run between July 5th to 30th on MarketWatch.

There will be 2 streams of competition taking place for this event:

Paid Stream: Contestants will purchase a $5 ticket to enter the competition and gain a chance of winning an amazing cash price.

Non Paid Stream: No ticket purchase is required and is open to students seeking to use this as a learning opportunity of investing into the stock market. Contestants who enter through this stream will not have the opportunity of winning a cash prize.

* Sign up is required for both paid and non paid streams *

Contestants who enter through the paid stream with the most amount of money left at the end of the competition will win a cash prize ($300 for 1st place, $150 for 2nd place and $50 for 3rd place).

We will be hosting a workshop to prepare for this competition and to assist those seeking to learn more about making trades and investing decisions within the stock market. This workshop is open to students in both paid and non paid streams. More details on this upcoming workshop will be provided soon.

Competition Period: July 5th to July 30th
Sign Up Deadline: July 4th at 11:59 pm

Don’t miss this opportunity to gain new trading experience and compete against your friends!

 2021 Breaking Into Bay Street

“Breaking into Bay Street” will be held on April 5th, 5:30-8:00 pm EST. The event will be split up into 3 components; a panel, an interactive activity, and a networking session.

The workshop will cover topics such as an overview of banking and private equity, the job of an Analyst Intern and steps a junior student should take to enter the industry. The interactive activity will be constructing a simple LBO model in Excel, followed by a LBO modelling competition.

The goal of this event would be to increase the awareness of capital markets and private equity amongst UTSC students, provide a pathway for students to start their journeys in finance.

Guest Speakers:

Carl Elia

Carl’s experiences in finance include working in Mergers & Acquisitions in Brookfield Asset Management and working in Private Equity at Signal Hill Equity. He is currently a Vice President at TD Asset Management in their Alternative Investment team.

Timothy De Leon

Timothy’s experiences in finance include working in the FX for North American and global investors in RBC Capital Markets. He is now currently a Director at RBC Capital Markets in their Foreign Exchange Capital Markets division.

Please Direct All Inquiries To: thebridge@utsc.utoronto.ca

Dress Code: Business Casual

 

FinTech Pitchathon Workshop

Ready to expand your knowledge and skills within the FinTech industry?📈📱

I$ and MTA will be hosting a workshop for those interested in learning more about pitching a stock and using prototype software to create an app.

This workshop is open to all students and will be especially helpful for those participating in our FinTech Pitchathon.

Date: March 20th | 6:00-7:00 pm
Location: Zoom

 

FinTech Pitchathon

Are you interested in both finance and technology? 🤔
We are excited to announce that MTA and IS are collaborating to host a FinTech Pitchathon! This event will enable students who have innovative app ideas to bring them to life. 📱

Coding experience is not required since teams will be asked to create a prototype using a drag and drop software.
Contestants in teams of 1-3 will create a mock-up prototype that is finance related and a captivating pitch which will be shown to a panel of judges.

Don’t miss out on this amazing opportunity! Bring your innovative ideas to the table and win some awesome prizes!

Sign up deadline: March 20 | 11:59 PM
Creation timeline: March 21-March 27

* We will be holding a workshop on how to pitch and create a prototype. More details coming soon.

Stockpitch

 2020 Stock Pitch Competition

Get ready for Investment Society's 2020 Stock Pitch Competition to show off your skills and win!

We will be providing an industry for your teams of 2-3 to research. As a team you will be pitching a stock that falls under this sector to a panel of judges, persuading them to buy/sell this stock, with the help of your research and real time information, within a 10-minute presentation for a chance to win a cash prize!. The industry will be provided on Nov 24th giving you 3 days to prepare your slide deck and presentation.

DATE: Friday, November 27th

TIME: 6:30 PM - 8:30 PM

LOCATION: Zoom

This event is absolutely free of charge so just tune in to take part in this amazing event and brush up those stock pitch skills!

howtopitch

How to Pitch 101

LEARN HOW TO PITCH A STOCK ⚾️!

Finance interviews can be scary! With the right preparation, you can become a pro at answering "pitch me this stock". This workshop will run through the basics and the necessities of what investors or interviewers expect to hear in a stock pitch.

This workshop will be very helpful if you’re competing in our stock pitch competition. BUT this workshop is NOT limited to only those who are competing. Everyone is welcome!

Speaker: Richard Dhanpaul, Associate @ Siegfried Group

Date: November 20

Time: 6:00-7:30

Location: Zoom

 

2020 Portfolio Management Competition Workshop

The 2020 Portfolio Management Competition Workshop is being held on January 23 at 5 PM. Don't miss out! We'll be going over what portfolio management is and how to use Investopedia. Dinner will be included.

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2019 University of Toronto Finance Conference

This is an opportunity to participate in a stimulating case competition and network with 40+ industry leaders. The entire event will run at the DoubleTree by Hilton in the downtown financial district.

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2019 UTSC Trading Competition

The annual UTSC Trading Competition is a flagship event hosted jointly by The BRIDGE and Investment Society. This competition is open to current UTSC students only and each team must have 3 members. This is a professional business competition, so participants are expected to dress in business formal attire. After a long day of trading, be ready to mix and mingle with our industry guests, many of whom are currently working as Bay Street traders. This is an excellent chance to learn more about the industry, and even make a connection that could change your life!

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2019 Sales and Trading Workshop

Throughout the school year we host informational workshops with esteemed guest speakers including upper year students, alumni, professors, and industry professionals. We aim to cover a variety of topics for a range of skill levels, so there’s something for everyone. This year our lineup includes the following:

Sales and Trading

Investing 101

Stock Pitch

Interviews


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2019 Portfolio Management Competition

Ready! Set! Go! – Investment Society is excited to present you the Portfolio Management Competition 2019! Have you been wanting to gain real-life experience in trading & managing portfolios? This is your one and only chance! Using the simulated trading platform, individuals will have the chance to develop and master elite portfolio management skills and compete with other talented business students. This 4 month long competition is built with rigour and strategy, so bring your A-game!