The Portfolio Team Training Program is a 12-week intensive course designed for trainees who have successfully completed the Analyst Training Program and are eager to advance their careers in investment management. We have a flagship competition team to participate in stock pitch competitions and showcase our impressive research.

2023 Morgan Stanley x NYU IAG - 1st

2024 Fundamental Edge x AVIC - 2nd

2024 Coghill Capital “Whippersnapper” 3rd

2024 Texas Stock Pitch - Finalist

2024 UIC - Finalist

2024 USC VIG Stock Pitch Competition - 2nd

2024 McGill GSP Competition – Semifinalist

2024 AVIC x FE Stock Pitch Competition - 3rd

2024 WITG x FE Stock Pitch Competition - 4th

2024 Northeastern SVIF x Alta Fox Stock Pitch Competition - 4th

Disclaimer. Not investment advice.