GWII Stock Pitch Days

An important part of our program are the stock pitch days at the end of each semester. For this culminating project, each student uses the collective knowledge that they have gained throughout the semester to develop an investment pitch. Our student analysts propose to sell a current holding in the portfolio which will fund the purchase of a different company that the student believes is a better long-term investment. After the student gives their pitch, their peers, i.e., the other students in class vote on their recommendation. They must convince at least eighty percent of their peers for the recommendation to be accepted for the portfolio. 

“The Phillips Student Investment Fund is a great class that brings together all the learning from previous finance classes and applies it to the real world. Students become portfolio analysts and need to treat it like a real job, having the responsibility of managing real funds. 

This class was so useful during my summer internship at Goldman Sachs where they asked that I put together a stock pitch. I had a framework to follow in analyzing a business, its management, financial statements, and estimate a valuation.” 

– Giulia Genovese, B.S. in Finance and Economics, May 2020.