Registration for the 2024 Wharton Global Investment Competition is about to open, and the ceiling of the business competition

2024沃顿全球投资比赛报名即将开启,商科竞赛天花板

01 Wharton Business Competition

The Wharton Global High School Student Investment Competition, referred to as "WGHS" in English and "Wharton Business Competition" in Chinese, is a free online investment competition for high school students in grades 9-12 around the world. For students who want to enter top economics, finance, mathematics, and statistics majors in the future, WGHS is undoubtedly the most valuable and authoritative stepping stone!

The Wharton Business Competition is a business competition and business practice program officially organized by the Wharton School of the University of Pennsylvania (the top undergraduate business school in US News). The Wharton School was founded in 1881 and is the first university business school in the United States. It is also the world's oldest and most prestigious business school. The school has produced many well-known entrepreneurs, including Hewlett-Packard CEO, Tesla founder Elon Musk, and Warren Buffett.

The registration for the 2024 Wharton Business Competition is about to start. Come and team up to compete for the awards!

The Wharton Global High School Investment Competition, abbreviated as "WGHS" in English, is a free online investment competition for high school students in grades 9-12 worldwide. For students aspiring to enter top-tier programs in economics, finance, mathematics, and statistics, WGHS is undoubtedly the most prestigious and valuable stepping stone!

The Wharton Business Competition is officially hosted by The Wharton School at the University of Pennsylvania (ranked as the top undergraduate business school by US News). Established in 1881, The Wharton School was the first collegiate business school in the United States and remains one of the most historically prestigious and academically distinguished business schools globally. The school has produced many notable entrepreneurs, including Hewlett-Packard's CEO, Tesla founder Elon Musk, and the "Oracle of Omaha," Warren Buffett.

The 2024 Wharton Global High School Investment Competition registration and team formation will soon be open. Join us to compete for the prizes!

WGHS

02 What is the format of the Wharton Business Competition?

The Wharton Global High School Investment Competition is a free online investment simulation for high school students (grades 9-12) and teachers. Students work in teams of 4-7 with teachers as their advisors. Together, they learn about teamwork, communication, risk, diversification, company and industry analysis, and many other important aspects of investing.

Target group: High school students aged 14-18 who have not graduated before September 25, 2023.

Team composition: The entire team consists of mentors, team leaders, and members; mentors lead students to learn business and financial knowledge and become familiar with competition rules; team leaders are the only ones who have access to the OTIS virtual trading system; each team member (including team leaders) is responsible for a section.

Each team of students can buy and sell stocks, develop investment strategies, analyze industries and companies, and build a portfolio using $100,000 in virtual cash over a 10-week period, investing on a simulated platform. All trades are conducted on WInS (Wharton Investment Simulator). WInS is a web-based stock market simulation that allows students to apply concepts of investing and portfolio management in a hands-on learning environment while using real-world data without risking real money.

The Wharton Global High School Investment Competition is a free online investment simulation for high school students (grades 9 to 12) and teachers. Teams of 4-7 students are guided by a teacher serving as their advisor. Together, they learn about teamwork, communication, risk, diversification, company and industry analysis, and many other important aspects of investing.

Target Audience: High school students aged 14-18

Team Composition: Each team consists of a mentor, a team leader, and members; the mentor teaches business and financial knowledge and familiarizes the students with the competition rules; the team leader is the only person with access to the OTIS virtual trading system; each team member, including the leader, is responsible for a specific sector.

Each team can buy and sell stocks, devise investment strategies, analyze industries and companies, and build a portfolio with $100,000 in virtual cash over a period of 10 weeks on a simulation platform. All trades are conducted on Wharton's Investment Simulator (WInS), a web-based stock market simulation that allows students to apply concepts of investment and portfolio management in a hands-on learning environment, using real-world data without the risk of real money.



WGHS

03 The value of the Wharton Business Competition

• The Wharton Business Competition is the world’s highest-level and most authoritative investment competition for high school students. It serves as a stepping stone to top Ivy League schools and improves students’ abilities.

• Learn diverse aspects of economics, finance, risk, investment, finance and analysis under the business school teaching model.

 Winning honors such as the Wharton School Certificate and the Global Finals will give you the opportunity to receive an official Wharton School certificate, as well as recommendation letters from Wharton professors and Wall Street investment bank mentors, making your college application resume more competitive.

• Meet outstanding peers from all over the world, develop important skills such as management and teamwork, and build initial connections.

 

The Wharton Global High School Investment Competition is the highest-level and most prestigious high school investment competition globally, serving as a stepping stone to top Ivy League schools and enhancing student capabilities.

Under the teaching model of the business school, students learn diversified aspects such as economics, finance, risk, investment, finance, and analysis.

Participants can earn a certificate from The Wharton School and honors such as placement in the global finals. They also have the opportunity to receive an official certificate from The Wharton School, as well as recommendation letters signed by Wharton professors and Wall Street investment banking mentors, enhancing the competitiveness of their college applications.

Meet outstanding peers from around the world, develop important skills in management and team collaboration, and build initial networks.

WGHS


04 Professional teachers of British Lion

• Bachelor of Arts in Economics and Management from the University of Oxford (one of the most difficult subjects to get into at Oxford).

• Full score on SAT in high school, and received a B.A. from UC Berkeley , UCLA, Duke University and other famous American universities.

• Ranked in the top 50 in Canada in the CMO Mathematics Competition.

• Over 15 years of experience in the investment industry.

• Manage personal private equity funds.

√ Believe that if high school students make good use of their own advantages, their return on investment in stocks can exceed that of most Wall Street fund managers

 

• Major of Economics and Management from the University of Oxford (one of the hardest programs to gain admission into at Oxford).

• Perfect SAT score in high school, received offers from prestigious US universities including UC Berkeley, UCLA, and Duke University.

• Ranked in the top 50 in the Canadian Mathematical Olympiad (CMO).

• Over 15 years of experience in the investment industry.

• Manages a private investment fund.

√ Believes that high school students, by leveraging their strengths, can achieve stock investment returns that surpass the majority of Wall Street fund managers.

WGHS

05 Wharton Business Competition Course Information

Course Outline:

1. Valuation Methods

1.1 Financial Analysis

1.2 Intrinsic Valuation

1.3 Relative Valuation

2. The Value Investing

2.1 Investment Philosophy

2.2 Portfolio Management

2.3 Understanding Companies

3. Beating the Street

3.1 Advantages of High Schoolers

Advantages of high school students

3.2 Disadvantages of high schoolers

3.3 Beating the Street Using Advantages

Using your strengths to beat Wall Street

3.4 Complete steps to choose your stocks

Complete the steps to select stocks

Course start date: July 6, 2024

Course end date: December 14, 2024

Class time: Saturday 5:00-6:00/6:00-7:00 pm (Vancouver time, only two classes)

06 British Lions Club helps students:

√ Yingshi students can register for free through Yingshi. If there are not enough people, Yingshi will help everyone organize a team .

√ The British Lion Club will offer special courses to help everyone prepare for the Wharton Business Competition. The course will be taught by a private equity founder with a background in economics and management from Oxford University . Please consult the British Lion Academic Advisor for registration.

√ The British Lion Club will have teachers with backgrounds from the world's top 30 business schools as team leaders to lead the entire process. Limited to five teams, please consult the British Lion academic advisor to register.

√ Uforse students can register for free through Uforse. If there are not enough participants, Uforse will help organize teams.

√ Uforse will offer a specialized course to help students prepare for the Wharton Global High School Investment Competition, taught by a private equity founder with a background in Economics and Management from Oxford University. For registration and consultation, contact the Uforse academic advisor.

√ Uforse will provide teachers with backgrounds from the world's top 30 business schools to lead and guide the teams throughout the competition, limited to five teams. For registration and consultation, contact the Uforse academic advisor.