OUR VENTURES

CFA Institute Research Challenge

The Whitworth Student Investment Group has participated in the CFA Institute Research Challenge since 2015 (with the exception of 2021) and has won the local round of the competition every year in which it has competed. The competition is an annual international equity research challenge that requires teams to analyze and value companies and provide an investment recommendation.

In 2024, WSIG advanced all the way to the Regional Semifinal round of the competition. To note, the Challenge is global, so the Regional Semifinals included teams from North and South America.

Quinnipiac G.A.M.E. Forum

The Whitworth Student Investment Group has been fortunate enough to send representative students to New York City to the Quinnipiac Global Asset Management Education (G.A.M.E.) Forum for the past several years. This conference is attended by over 130 universities and 1,500 attendees with a multitude of keynote speakers, panelists, and hosts for three days of lectures, breakout sessions, panels, workshops, and opportunities to gain deeper insight into the financial service industry from professionals and news commentators.

In 2024, for the first time, WSIG participated in the G.A.M.E. Forum Portfolio Competition. WSIG placed 2nd in the Poster Session, which involved schools showcasing their portfolios and comparing performance during the past year.

Appalachian State BIG Stock Pitch Competition

In 2024, the Whitworth Student Investment Group took 1st place in the Appalachian State BIG Stock Pitch Competition.

The premise of the competition is to pitch a stock that the team believes presents an impressive return opportunity backed by fundamental analysis and risk assessment, including ESG considerations.

Student Managed Investment Fund Consortium (SMIFC)

In October 2023, WSIG students attended the SMIFC in Chicago. The purpose of the consortium is to enhance student learning and scholarship, record best practices in investment management among SMIF partners, provide a vehicle for student networking and exchange of ideas and provide a permanent repository of relevant literature and recorded student experiences.

Whitworth Investment Forum 2024

In 2024, Whitworth held the 7th annual Spokane Investment Forum at Whitworth. This interactive conference enables guests to gain new perspectives from a panel of professional and academic experts in finance and investments. This year, speakers included John Crosbie, CFA, a Whitworth alum and consultant at Verus Investments, Robert Forster, Principal of Forster Financial, and Duff Bergquist, program director at the University of Idaho. Watch the event here: https://youtube.com/live/5IaLMZQ-6zc?feature=share

Community Engagement

WSIG is dedicated to engage in community outreach events that serve others, in alignment with Whitworth University’s key values. In the past few years, WSIG has worked in collaboration with Rockwood Retirement Community, Ronald McDonald House, and the Salvation Army. To name just a few contributions our team has made to the community in the past few years, the WSIG partnered with the Village Center Cinemas to host a fundraiser film night in honor of the victims of Hurricane Harvey, organized a concert fundraiser for Hurricane Florence, and in the spring of 2018, hosted the first Annual Whitworth Investment Conference. These events gave our team the opportunity to engage with high school students in the Spokane area and experience working with a variety of businesses and organizations in the greater Spokane community. While our main focus is portfolio management, our greater purpose is to serve the community that surrounds us. Therefore, not only do we invest in the financial market, but we also make an effort to invest in the local community around us.