stock pitch – Ciocca Center for Business, Ethics, and Society Blog

February 13, 2023

Holy Cross Student Investment Fund Attend Stock Pitch Competition in Michigan

McKenna Best ’23 shares details of the recent stock pitch competition on February 9th, 2023 where twelve Holy Cross students jumped on a jet to the University of Michigan to attend the annual ENGAGE Undergraduate Investment Conference at Michigan’s Ross School of Business. This year was a particularly big deal as the conference experienced a post-COVID return to form: in-person networking, live-action presentations, and one-on-one engagement were all finally back. Having access to all of these opportunities provided invaluable insight and expertise to all attendees, arriving from prestigious universities across America and Canada.

The Holy Cross Student Investment Fund could have attended the conference without competing, but thanks to the hard work of the students involved, Holy Cross was chosen among hundreds of applications to compete including Thomas Keane ’24, JP McCarthy ’24, Maddie Ingram ’23 and John (Jack) Daly ’25.

Read more in the College Street Journal.

November 27, 2019

The HC Student Investment Fund Competes in Michigan

Left to Right: Jack McConville ‘20, Liam Busconi ‘21, LJ Foley ‘21, Maggie Burd ‘20 & Jack Mucci ‘21

Five students in the Holy Cross Student Investment Fund (HC SIF) competed at the annual ENGAGE, Annual Undergraduate Investment Conference in Ann Arbor, Michigan. The two-day event, October 18-19 of 2019, consisted of various panels, speakers and nearly 30 schools, including Texas, Notre Dame, Virginia, Elon, Washington University. HCSIF pitched AT&T based on broader macroeconomic themes and a thesis on future company transition influenced by an activist investor letter, a thesis eventually proven true in the short term by the market. You can view their pitch deck here: AT&T Engage Undergraduate Investment Pitch.

This spring the student group plans to compete in CQA, a virtual portfolio competition, as well as at the annual UMASS Isenberg Stock Pitch Competition. Additionally, the group plans to visit alumni in Boston and NYC for site visits and alumni networking opportunities. Stay tuned!

March 28, 2019

The Holy Cross Student Investment Fund Wins First Prize

On March 28, 2019 the Holy Cross Student Investment Fund competed in the UMASS Minuteman Equity Fund. With twelve teams competing, including MIT, Harvard, Columbia, Georgetown, Penn State, UConn, Northeastern and Babson, Holy Cross won $3,000 for first prize! The four students, (pictured below, pitched CVS. Congratulations!

HC Student Investment Fund Left to right: Hayden Ivatts ‘21, Jack Boyd ‘21, Jack McConville ‘20, Hannah Callaghan ‘20

The HC Student Investment Club, now in its second year through the Ciocca Center for Business, Ethics, and Society, is a group of 37 students from all class years and majors. After a competitive application process, students work in teams to gain experience in the fields of asset valuation, equity research and portfolio management with the Bloomberg Terminal on campus. The students work closely with alumni and have scheduled site visits in NYC and Boston, MA.

“On our recent trip to New York, we showcased this feat and the work of our club to key alumni in the financial services industry.” comments Jack Boyd ’21. “There, the Industrials and Technology Group showcased their pitch-decks on United Rentals (URI) and Square, (SQ) respectively. The rigor and quality of these presentations were amplified with the use of our Bloomberg Terminal and strengthened after weeks of hard work within their coverage groups.”

Thanks for reading! Cassie

Cassie Gevry, Associate Director of Student Engagement
Ciocca Center for Business, Ethics, and Society