Finance Competitions

The Boehly Center for Excellence in Finance is proud to support students in gaining real-world experience through participation in a series of finance competitions throughout the academic year. The Boehly Center not only hosts competitions on campus such as the Women’s Stock Pitch & Leadership Summit (, but also sends teams of students to competitions across the country. By partnering with companies, these competitions are an excellent way for students to apply the knowledge they gather in class and to make lasting connections with industry professionals. Below are descriptions of competitions the Boehly Center has supported.

The Carlyle Group


Spring Semester | On-Campus

Co-hosted by the Finance Academy and The Carlyle Group, The Carlyle Case Study offers W&M Finance students a unique private equity experience. Teams model a waterfall distribution of a hypothetical private equity fund, calculate the returns to general and limited partners and present their results to executives at The Carlyle Group. View this year’s winning team on the Finance Academy page.

Invictus Consulting Group


Spring Semester | On-Campus

Based in New York, Invictus is a financial advisory firm specializing in risk profiling, bank stress testing, and groundbreaking data analysis.

Comprised of separate challenges, the Invictus Challenge aims to provide students with real-world experience while also helping solve issues relevant to the company.

According to Invictus, the goal of the challenge is “to establish on a selective basis a strategic corporate relationship with leading universities that focus on financial services market research topics of mutual interest to Invictus and the school.”

CFA Institute


Fall & Spring Semester | Off-Campus

Hosted by the CFA Institute, this competition provides a solid learning experience and exposure to the real world of investments. It is the only finance competition with a corresponding required class at the Mason School of Business.

During the CFA Institute Global Investment Challenge, teams from universities across the world are first assigned a publicly traded company that is common across the region. Then, they perform in-depth research and valuation to develop a research report that reflects the investment recommendation of the team. The teams are judged based on the content of the research report as well as the presentation of their investment thesis. The teams that advance from the regional level present at the national level against other schools, each presenting the company chosen for their respective region. View this year’s winning team on our Event Photos page.

Michigan Interactive Investments


Fall Semester | Off-Campus

Hosted by the Stephen M. Ross School of Business at the University of Michigan, the Michigan Undergraduate Investment Conference is an opportunity for students to pitch long positions in front of a panel of current industry professionals.

The competition is a student‐led initiative designed to serve as the premier undergraduate forum for students from the nation’s top business programs to exchange market insight and learn from industry professionals.