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Virginia Undergraduate Investment Conference Guidelines

Virginia Finance Institute (VFI) is hosting the second annual Virginia Undergraduate Investment Conference (VUIC) at the University of Virginia’s McIntire School of Commerce on April 21st, 2023. Student teams will pitch an equity, long or short, competing for a prize pool of $5,000! Pitches will be evaluated based on quality, analysis, and presentation of investment theses. The investment conference will promote interaction between participants and some of the most experienced professionals in the financial services industry with judges, panelists, and keynote speakers from a variety of funds.



The deadline for signup is April 15th at 11:59 PM EST. Each team requires a signup fee of $70. Please make sure to register through the google form on our website and pay your registration in the Eventbrite. Breakfast and lunch will be provided for the duration of the investor conference.


Edward Finley

Principal at Arrow Wealth Advisory

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Keynote Speakers


Jeff Henriksen

Founder at Thorpe Abbotts Capital

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Tyler Brown

Managing Director at Markel

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  1. A minimum of $500mm market capitalization at the time of submission. 

  2. Traded on a US-based stock exchange.

  3. Long/short allowed, though we encourage you to avoid pair trades.

  4. Submission should include 20 slides or less, with up to 5 pages of appendix slides. 

  5. Stock pitch limited to 15 minutes, with 15 minutes Q&A.

  6. Each team must include at least one female member.


1st Prize 

2nd Prize



3rd Prize


Sample Pitch Layout

1. Business Overview

Explain the product/service of the underlying business, who are their customers and suppliers, financial highlights.

2. Industry Overview

What is the industry, what are some macro-trends driving the underlying, who are their competitors and corresponding market share.

3. Market Misperception

What is the “street view” of the industry/business, what do you see differently and how there is a discrepancy between market consensus and your theses.

4. Thesis Points

What is your argument for the stock, explain your understanding of the stock that drives your conclusion.

5. Valuation

Show the models you used and explain how you arrive at your ideal price of the stock

6. Risks / Mitigants / Catalysts

What are the risks your company is exposed to, and what are some mitigating factors. What are the events/trends that will realize your thesis and shift market consensus.

If you have any questions feel free to contact the conference director, Esther Kim at

*Prize pool subject to change

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