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Investment Portfolio Challenge

November 17, 2021 @ 8:30 am - 11:30 am


Investment Portfolio Challenge (IPC) is presented by The University of Tulsa and sponsored by Council Oak Wealth Advisors. Seven student teams representing five universities (The University of Tulsa, University of Arkansas, Oklahoma State University, Southwest Oklahoma State University and Tulsa Community College) will compete.

How does it work?

With a team, prepare and present an optimal weighting of Global Industry Classification Standard (“GICS” ®) sectors for a hypothetical $5 million investment portfolio. Teams will submit their 30 minute pre-recorded presentation by 11:59 p.m. on Tuesday, November 9. Each team’s presentations will then be judged by a panel of industry representatives.

During the live event on November 17, teams will participate in a 15 minute Q&A with judges, faculty advisors and the general audience. Teams will be scored on both their presentations and responses to questions.

Cash prizes will be awarded to the first and second place teams.

  • 1st place: $3,000
  • 2nd place: $1,500


November 17, 2021
8:30 am - 11:30 am
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Room/Location in Building
Chouteau Room


Allen Chapman Student Union
440 S Gary Ave
Tulsa, OK 74104 United States
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