Location: Cal State Fullerton, Titan Student Union (TSU), Pavilions A & B
Eligibility: Open to all
Prices & Fees:
- Entry: $20
- Parking: + $12
Key Dates:
- Event Date: Friday, October 23rd, 2026 8:00 A.M. – 6:00 P.M.
- Deadline to submit pitch: Oct. 21, 2026, 5:00PM
Contact Information: tcm@fullerton.edu
For questions about the event, please contact the event coordinator listed.
Note#1: This is one of TWO competitions that you may compete in. Choose only one.
Note #2: If you plan to only attend the conference for the competition, do not pay the fees until you are confirmed to have advanced to finals.
Register: Link
The team portfolio needs to consist of 4 ETFs, one from each of the following companies: PIMCO, ARK Investment Management, Capital Group, and Fidelity.
○ The pitch deck should include the following:
■ AUM, inception date, strategy, risks, performance, etc.
■ The reason you selected the fund for your portfolio.
■ Assuming you have $10,000,000 to allocate to the 4 ETFs you selected, how you would allocate your capital.
○ The competition consists of a 10-minute presentation and a 5-minute Q&A.
● The judging will be based on:
○ Quality of the slides
○ Description and understanding of the fund strategy and risk
○ Historical performance. Absolute return and the relative return vs. their benchmark and peers
○ How your portfolio will position in the next 12 months given the current market condition
