YIS Global Stock Pitch Competition
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YIS Global Stock Pitch Competition - sign upScan the QR code to register
Preliminary Round: 2026.12.13 (stock pitch group-online)
→ Asia Round: 2027.01（on-site）
→ Global Youth Investment Summit: 2027.05-06 (New York, USA)
James Fletcher, CFA
YIS Founder & President Founder & CIO at Ethos Investment Management
Vielcka Mansukhani
North America Head of Equity Sales at Bradesco / Latin America Institutional Equity Sales
Steve Barrus
Financial Consultant at Advisory Group for Life
Oliver Daley
Sales Manager for Investment Managers at Bloomberg LP
Stock Pitch Group
Take on the role of a fund manager! Analyze a listed company, deliver a ‘Buy or Sell’ pitch to expert judges, and sharpen your financial and presentation skills. Material requirements will be released 2 weeks prior. The submitted works
include: 1. Stock Pitch report & PPT; 2. Stock Pitch presentation video (7-10 minutes). Industry experts will score based on the evaluation form.
• Stock Pitch First Place：Top 5% of teams in this stage
• Stock Pitch Second Place：Top 15% of teams in this stage
• Stock Pitch Third Place：Top 30% of teams in this stage
• Stock Pitch Credit Award: Top 60% of teams in this stage
* Teams that participate in all stages will receive a digital Certificate of Participation.
* Only winners who participate in the entire process can advance to the next round.
* Award and certificate details will be emailed within 15 working days after the challenge.
Scan the QR code to register
Asia Round
Award-winning participants from the Preliminary Round will be invited to join the Asia Round, where four key modules are closely integrated: Committee Session, Stock Exchange Challenge, Stock Pitch and Case Study. The Committee Session helps participants build a comprehensive financial investment framework and knowledge system. The Stock Exchange Challenge focuses on hands-on practice, testing psychological resilience, risk management, and strategic analysis skills. The Case Study simulates real market scenarios to assess their industry judgment, logical deconstruction and value evaluation capabilities. Finally, participants will complete a Stock Pitch Competition that closely mirrors real-world professional and financial scenarios, enhancing critical thinking, financial analysis, and presentation skills, while laying a solid foundation for their future careers in finance.
• Language: English
• Dates: Jan. 2027
• Advancement: Participants who win the Overall Awards, Stock Pitch Winner or Best Speaker will be invited to the Global Youth Investment Summit in New York
Challenge Sessions
Committee Session
A step-by-step academic curriculum designed to build a solid investment knowledge system.
- Thematic Learning：Participants will learn about capital market operations, index construction, efficient market hypothesis, behavioral finance, valuation models, and portfolio management.
- Interactive Presentation：Students will work in teams to analyze companies using SWOT, calculate intrinsic value, and present investment recommendations. The best speaker will be awarded based on overall performance.
- In-Class Practice：Immediate application and reinforcement of key concepts to ensure solid understanding and tangible learning outcomes at every stage.
Stock Trading Simulation
Manage $100,000 in virtual funds using a real-market-based online SEC trading system. Compete in 3 rounds, 40 minutes each, and complete a short online test after each round.
* Tests are closely tied to the trading round content.
Stock Pitch Competition
Step into the role of a professional fund manager! Analyze a selected company from multiple angles, prepare a Stock Pitch Report with a clear “Buy or Sell” recommendation, and present your pitch to expert judges.
Participants will be randomly assigned to judging rooms and have 10 minutes for their presentation: 7 minutes to present and 3 minutes for Q&A. The presentation format is fully flexible. The goal: convince the judges to adopt your investment recommendation—be creative!
Case Study
Centering on real financial scenarios and industry cases, professional instructors raise frontier financial topics to guide students to act as industry analysts. They sort out case backgrounds, core issues and analytical frameworks, apply learned expertise to conduct multi-dimensional in-depth analysis and formulate professional solutions. Via group presentations and Q&A, students refine logical thinking, boost practical capabilities and establish a sound financial decision-making mindset through real-world practice.
* Tests are closely tied to the trading round content.
* Preparation materials for the Asia Round will be emailed to participants 2 weeks before the official challenge.
Awards
• Best Traders：Top 40% of teams in the Stock Exchange Challenge
• Stock Pitch Winner：Highest-scoring team in each room
• Best Speaker：Top 40% of teams in the Case Study
Overall Awards
• Outstanding Delegate：Top 10% of teams
• Commendation：Top 40% of teams
Participants in the Asia Round also stand a chance to win:
Certified Young Investment Analyst (CYIA™ ) Designation
The CYIA™ Designation is the highest honor within the YIS and represents a remarkable achievement in financial literacy and investment skills—less than 10% of YIS students ever reach this level. It is widely recognized and respected by universities and future employers, making it a powerful addition to college application.。
Eligibility：All Asia Round participants
● Mastered the fundamentals of stock analysis
● Passed a rigorous examination
● Maintained exceptional academic performance
● Proven readiness for future studies in business, finance, or accounting
* Certification Process: Preliminary Review → Written Test → Interview (The preliminary review is open annually in September)
Global Youth Investment Summit
YIS Global Stock Pitch Competition
YIS Global Youth Investment Summit is the annual flagship event for students worldwide, offering an immersive platform for financial learning and practice. Teams from across the globe will take part in the ultimate academic challenges, including:
1. Challenge Sessions
Case Study Competition
A signature challenge where students act as strategic consultants for a real company. In 2025, the theme centers on a global entertainment firm. Teams prepare in a short time, deliver a 3-minute pitch to finance professionals, and compete for the championship. The challenge mirrors real business scenarios and builds critical thinking, problem-solving, and decision-making skills.
Global Stock Pitch Competition
Teams will select a company, prepare a Stock Pitch Report, create a presentation recommending whether to Buy or Sell the stock. The competition has three rounds, each team has 20 minutes (10-minute presentation, 5-minute Q&A, 5-minute judges’ feedback) to do Stock Pitch.
* Before the Global Round, YIS committee will release a global ranking of all qualified teams. Only the top 100 ranked teams will participate in the Stock Pitch Competition.
2. Academic Sessions
Panel Session
Students engage with finance experts and YIS alumni to discuss topics such as bear vs. bull markets and public vs. private equity, gaining deeper insights and expanding their global perspective.
Finance Workshop
Students participate in interactive workshops and fireside chats led by global finance leaders, learning investment and risk management strategies while exploring industry trends and career paths.
YIS Alumni Panel
Senior alumni of YIS share brand-new opportunities and growth gains in college. Centering on major selection, time management and life planning, they answer questions about university life after high school and offer practical and actionable guidance.
Networking Session
Students connect with peers and finance professionals worldwide, gaining insights and building valuable global networks.
3. Experience New York's Financial Vibe
As a leading global financial center, New York offers students a full immersion into its financial atmosphere. They will have the opportunity to visit top firms like J.P. Morgan and Bloomberg, iconic sites such as Wall Street, NYSE, and NASDAQ, and finance museums to experience the evolution of markets.
Schedule
| Day 1 | Day 2 | Day 3 | Day 4 | Day 5 | |
|---|---|---|---|---|---|
| Morning | · Arrive in New York | · Visit Fifth Avenue | · Welcome an Opening Speaker · Workshops · Stock Pitch Round 1 |
· Case Study Round 1 · Stock Pitch Round 2 · Workshops |
· Back Home |
| Afternoon | · Visit Times Square, Central Park, and the Wall Street area | · Bloomberg Visit | Stock Pitch Round 1 (cont.) · Networking Session · YIS Alumni Panel |
· Case Study Final Round · Stock Pitch Final Round · Closing Ceremony · Awards · Keynote Speaker |
* The schedule is for reference only and may be subject to change
Stock Investing
Unit 1: The Seven Golden Rules of Investing
Lesson 1 – Who Are Investors
Lesson 2 – What Does It Mean to Invest in the Stock Market?
Lesson 3 – Beating The Market
Lesson 4 – The Seven Golden Rules of Investing
Unit 2: The Value of a Stock
Lesson 1: Why Do Stock Prices Fluctuate?
Lesson 2 – What is the Value of a Stock?
Lesson 3 – Applying the P/E Ratio
Unit 3: What Makes a Good Business
Lesson 1 – What Makes a Good Business?
Lesson 2 – Whatever Floats Your Moat
Lesson 3 – The SWOT Analysis
Lesson 4 – Predicting The Future Activity
Unit 4: Finding Stocks to Invest In
Lesson 1 – Coming Up With Investment Ideas
Lesson 2 – Using Research Reports to Evaluate Stocks
Lesson 3 – Make a List of Investment Ideas
Unit 5: Learning to Speak the Language of Finance
Lesson 1 – Introduction to Accounting
Lesson 2 – The Income Statement
Lesson 3 – The Balance Sheet
Stock Pitch Tutorial Videos
Stock Pitch Prep Video Part 1 - Introduction
Stock Pitch Prep Video Part 2 - Choosing A Company
Stock Pitch Prep Video Part 3 - The Investment Thesis
Stock Pitch Prep Video Part 4 - Company Overview
Stock Pitch Prep Video Part 5 - Competitive Advantage & Moats
Stock Pitch Prep Video Part 6 - Forecasting
Stock Pitch Prep Video Part 7 - Setting A Target Price
Stock Pitch Prep Video Part 8 - Investment Risks
Stock Pitch Prep Video Part 9 - Q&A Session
Stock Pitch Prep Video Part 10 - Tips & Tricks
2021 YIS Global Stock Pitch Competition-1st Place
2020 YIS Global Stock Pitch Competition-1st Place
2019 YIS Global Stock Pitch 1st Place
2018 YIS Global Stock Pitch Winner Re-cap Video
2017 YIS Stock Pitch Competition Sample
YIS Intrinsic Analysis Calculator
Business Evaluation Calculations
Intrinsic Value - Spreadsheet
Sample Industry P/E ratio chart
Ratio-Explanations
2025-2026 CYIA Achievers
| STUDENT NAME | SCHOOL/STATE/REGION |
| Zeren F. | Beijing 21st Century School, China |
| Hao Ian L. | PUI CHING MIDDLE SCHOOL MACAU |
| Kai-Hsuan H. | Shanghai Taiwanese Children School |
| Shien W. | Beijing Haidian Kaiwen Academy |
| Sin-Nan C. | Shanghai American School Pudong Campus |
| Xiaozhou W. | RDFZ XISHAN SCHOOL |
| Xiyun C. | The Experimental School Affiliated with Zhuhai No.1 High School |
| Yijia H. | Hangzhou No.4 High School,International School |
| Yiming Z. | Guangzhou Foreign Language School |
| Yingxin W. | Guangzhou Foreign Language School |
| Yingyu X. | Hefei No.1 High School |
| Zihan C. | Guangzhou Tianxing Experimental School |
