Riordan Scholars Portfolio Management Case Competition

Over the course of six months, all Portfolio Managers are divided into 5 teams and given the task of managing a $1 million dollar client portfolio. With guidance and instruction from the Portfolio Management leaders, the members of each team work together to create a detailed presentation, which includes the following components: client overview, portfolio analysis, asset allocation analysis, recommendation, and financial performance. Teams may invest in any or all of the 12 Public companies in the Stock Market Competition, the NYSE, Dow, NASDAQ, bonds, and cash. The project introduces students to the excitement and intellectual task of understanding the financial markets.

2009 Case Competition Winning Team

2009 Case Competition Winning Team
Pirates of the Stock Market

2009 Case Competition Winning Team Presentation

Friday, December 11, 2009



Access the Orientation Presentation by clicking on the image!

Wednesday, December 9, 2009

Client Profile


Access the Client Profile by clicking on the image!

November Session Presentation!



Access the November Portfolio Manager Presentation by clicking on the image!

Team List



Access the Team List by clicking on the image!

Case Competition Homework- Presentation Rough Draft


Presentation Rough Draft (Click on the image to access the assignment!) Due: 5:00 p.m. Friday, February 26, 2010

Case Competition Homework- Presentation Outline


Presentation Outline (Click on the image to access the assignment!)
Due: 5:00 p.m. Friday, December 18, 2009


Company Article Instructions


Company Articles are due the Monday before the following sessions by 5:00pm: November, December, and January. Click on the image to access the assignment!

Wall Street Journal

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