2021沃頓商賽WGHS（原KWHS）投資案例公開，4-7人開始全球組隊(duì)

2021年7月30日 沃頓商業(yè)投資挑戰(zhàn)賽The Wharton Global High School Investment Competition，簡稱WGHS（原KWHS）開放報名

KWHS是一項(xiàng)全球性完全免費(fèi)的在線商業(yè)學(xué)術(shù)活動，面對全球9-12年級的中學(xué)生開放，考驗(yàn)學(xué)生的合作能力，溝通能力，以及其面對風(fēng)險的時候是否可以做到多樣性的投資，考驗(yàn)學(xué)生對公司和行業(yè)的了解。KWHS 被普遍認(rèn)為是目前全球最高等級高中生投資類權(quán)威比賽，含金量非常高，參賽者可以和全球精英高中生同臺競技，獲得好的成績可為名校申請加分不少。*比賽時間2021年9月27日——2021年12月13日*適合對象全球9-12年級（14-18歲）對商科、股票投資、投資策略組合、團(tuán)隊(duì)合作等感興趣的均可報名參加，4-7人組隊(duì)參賽，全球范圍內(nèi)、不同學(xué)校學(xué)生均可組隊(duì)。

*比賽流程現(xiàn)在-9月18日：團(tuán)隊(duì)注冊報名9-12月：在線模擬投資11月1日：提交中期報告12月13日：提交終期報告次年1月：宣布決賽入圍者次年4月：全球總決賽

*比賽內(nèi)容4-7人為一個團(tuán)隊(duì)參賽，比賽會通過沃頓OTIS模擬平臺進(jìn)行，團(tuán)隊(duì)通過管理100,000美金虛擬貨幣，與其他團(tuán)隊(duì)競爭，時長為10周。OTIS線上平臺同步于全球股市，實(shí)時更新。大賽共計11種類別，約400支股票，其中以美股為主。

# 2021 #案例分析CaseStudy

You can’t build an effective investment strategy without first knowing your client…Meet Nichole Jordan!CASE STUDY:You are an analyst team of recent college graduates, working at an up-and-coming asset management company, Wharton Global Asset Management (WGAM). The firm currently manages a $100,000,000 portfolio that is invested across several different sectors, representing a broad range of industries and companies. The members of your team hope to one day become portfolio managers who make the final investment decisions for WGAM’s portfolio.WGAM’s current portfolio manager (your team’s teacher/advisor) recently met with a potential client, Nichole Jordan, who lives in San Francisco. Nichole is the Senior Vice President, Global Partner Success atVia, a TransitTech company that provides the digital infrastructure for public mobility systems, optimizing networks of shuttles, buses, wheelchair-accessible vehicles, school buses, and autonomous vehicles to meet the needs of large cities and smaller communities around the world.On March 8, 2021, Via acquired Remix Software, Nichole’s previous company, in a $100-million cash and equity deal. At Remix, she was the Chief Operating Officer. She was responsible for managing global sales, customer success, finance, and people operations, as well as maintaining executive account relationships and ensuring customer satisfaction.Nichole has a B.S. in Civil Engineering from U.C. Davis and an MBA from the University of Pennsylvania’s Wharton School. She was the first African-American female to matriculate in the Wharton West Executive MBA program.“The Wharton Executive MBA program was invaluable to my career journey and equally beneficial for my personal and professional lives. My classmates were phenomenal and the professors were the best of the best. It challenged me in ways that I didn’t expect and I developed friendships that have lasted for more than 15 years.”Nichole enjoys spending her free time with her family, traveling, wine tasting, and reading. She is a dedicated Peloton member and also loves doing yoga.Nichole is an active volunteer, a leader for several non-profit entities, and is passionate about mentoring women of color. She is currently the International Technology Chairman for Alpha Kappa Alpha Sorority, the first sorority founded by African-American women. She has also served as an executive mentor for Sequoia Capital’s Ascent Mentoring program, designed to support emerging women leaders in tech.“What drives me is opening doors or creating opportunities for others like me. I had to figure a lot out in life on my own, but I also had strong mentors along the way that helped me become who I am. I want to serve as that person for others.”— Nichole JordanStarting in 2022, Nichole would like to provide a small scholarship of $5,000 per year to a woman of color studying engineering at her alma mater, U.C. Davis. Nichole needs your help determining how best to fund this, as she wants to be able to offer the scholarship for at least 10 years. Should she keep $50,000 in cash? Should she invest in stocks that pay dividends? Another option? Nichole wants to hear your plan for funding the scholarship. (Please see thePlacing TradesandRulespages for more information about how to invest in stocks and bonds.)Nichole also loves being an aunt to her six young nieces and nephews. She wants to ensure that she can help build generational wealth for them and contribute to their educational expenses, including college tuition. She specifically mentioned to your portfolio manager, “I feel very strongly about having them as part of my long-term financial plan.”Nichole has $100,000 she wants WGAM to manage in order to achieve these two financial goals. She has set aside additional money for her other financial goals, including retirement, so WGAM does not need to focus on Nichole’s other financial goals.Nichole told the portfolio manager that WGAM has 10 weeks to put together a detailed portfolio analysis proposal. Your portfolio manager recognizes that it will not be easy to land Nichole as a client. To make the most convincing case to Nichole, everyone on the team must contribute to ensure that WGAM creates the best proposal.Over the next 10 weeks, your team will develop and test an investment strategy to meet Nichole’s two financial goals. Your team will conduct a thorough analysis of industries and companies, with the goal of ensuring both long-term and a small amount of mid-term profitability for your prospective client. You will test your investment strategy using the Wharton Investment Simulator (WInS). And remember, WInS can only accurately assess the performance of investments that are made for the short-term. So, while you should test your strategy and build your stock portfolio on WInS, the majority of your investments should be long-term and therefore won’t require excessive buying and selling of stocks.However, your strategy might include guidelines for certain factors that could influence your decision to sell, even in the short-term. On WInS, you will be getting some portfolio-management experience.Your team will start out with a portfolio of $100,000 in virtual cash and will compete against other student teams from all over the world. At the end of the 10 weeks of active trading, you will be required to submit a proposal detailing your recommended investment strategy. Judges will review your final investment report and select top teams. Those teams will be invited to present their strategies to a panel of experts.* Teams are not permitted to contact Nichole Jordan, members of her family, Via, or anyone else mentioned in this case study. The investment scenarios included in this case study have been embellished for the purpose of the competition.

*比賽規(guī)則在為期10周的時間內(nèi)，進(jìn)行模擬股票交易, 制定并調(diào)整小組交易策略，完成中期報告(Mid-Project Team Review)，并根據(jù)策略進(jìn)行交易，最后完成最終交易策略報告(Final Strategy)并陳述理由。最終報告中，行業(yè)分析需要包含：Porter's Five Forces Model、Relative Value Ratios分析；股票基本面分析需要包含財務(wù)報表分析、財務(wù)狀況分析及SWOT分析。

*評審規(guī)則對于優(yōu)勝者的評定，評審的重點(diǎn)并不在投資增長的結(jié)果上，而是這個小組投資策略的綜合表現(xiàn)。KWHS學(xué)術(shù)活動并不是單純地以盈虧情況來評估有效成績的，而是通過審核每支隊(duì)伍的投資策略報告是否科學(xué)有效來評選優(yōu)勝者。排名靠前的優(yōu)秀小組需面對評審做演講詳細(xì)介紹自己的策略。這些優(yōu)秀的小組及個人有機(jī)會獲得沃頓官方獎杯、證書，其中每個賽區(qū)將產(chǎn)生三個團(tuán)隊(duì)參加KWHS全球總決賽，與來自世界各地的選手角逐最終的獎項(xiàng)。

*比賽獎項(xiàng)全球TOP50決賽入圍者全球總決賽獲勝者KWHS沃頓商賽參賽證書*學(xué)習(xí)流程第一階段：賽前培訓(xùn)9月前，歷年得獎導(dǎo)師輔導(dǎo)學(xué)生完成基礎(chǔ)知識與學(xué)術(shù)活動模式的學(xué)習(xí)與補(bǔ)充；

第二階段：預(yù)賽沖刺9月-12月，每周進(jìn)行小組會議討論，根據(jù)團(tuán)隊(duì)定好的投資策略組合，通過在線商業(yè)模擬投資，在導(dǎo)師的幫助下完成兩份投資報告；

第三階段：備賽決賽1月-4月，學(xué)習(xí)準(zhǔn)備面試答辯內(nèi)容，導(dǎo)師團(tuán)隊(duì)實(shí)戰(zhàn)模擬面試學(xué)員團(tuán)隊(duì)，助力決賽獲獎。*學(xué)習(xí)收獲1、學(xué)習(xí)了解風(fēng)險、多元化、公司分析、行業(yè)分析和股票投資等金融基礎(chǔ)；2、通過實(shí)踐，提升團(tuán)隊(duì)合作、領(lǐng)導(dǎo)力和溝通技巧等能力；

3、提升應(yīng)用批判性思維和閱讀技能；

4、有機(jī)會獲得沃頓教授、華爾街投行高管導(dǎo)師簽發(fā)的推薦信，為留學(xué)申請增添光彩；

5、獲得KWHS沃頓商賽參賽證書。

*學(xué)習(xí)內(nèi)容- KWHS沃頓投資大賽概覽及經(jīng)典策略分析- 金融市場導(dǎo)論- 公司分析、行業(yè)分析- 財務(wù)報表：1、財務(wù)報表 2、比率分析- 前瞻性分析&相對價值分析- Middle-term Review & Case Analysis- ESG分析- 資產(chǎn)組合管理- 金融行業(yè)職業(yè)道德- 常見金融估值模型- 投資策略設(shè)計方法- 學(xué)術(shù)活動實(shí)操指導(dǎo)- 投資策略發(fā)展和執(zhí)行- 中期報告寫作指導(dǎo)及審閱- 最終策略報告寫作指導(dǎo)及審閱- 賽前溝通表達(dá)、公眾演講及團(tuán)隊(duì)協(xié)作、領(lǐng)導(dǎo)力培訓(xùn)等- 模擬演講環(huán)節(jié)。

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