Activity Mentoring
Investment Competition Studio
Build a competition-ready investment memo and pitch with 1:1 coaching from buy-side and banking professionals—then enter the cycle with a finished product.
8–12 weeks · 1:1 mentorship + team pods
What the program includes
- You leave with a complete stock pitch or portfolio memo, not a lecture series.
- Mentors come from equity research, public markets, and investment banking seats.
- We map your calendar to the competition you enter and reverse-engineer deliverables.
What you leave with
Competitions you can enter
Wharton Global Youth Investment Competition
Team / individual: Team
Overview
High-school teams research a public company, write an investment thesis, and present to judges. Actify runs the research process end-to-end with a markets mentor.
Requirements
- Teams of 3–5 students (we can help form teams)
- Introductory accounting or willingness to learn valuation basics
- English presentation skills
Highlights
- Industry-standard memo structure (business, industry, valuation, risks)
- Mock Q&A with a former public-markets associate
- Excel model templates (DCF / comps) at an appropriate level
Timeline
- Weeks 1–2Universe screen and idea selection
- Weeks 3–6Business quality, unit economics, and model
- Weeks 7–8Memo, deck, and judging rehearsal
- Competition windowSubmit and present per host rules
What you submit
- Investment memo
- Pitch deck
- Model file
- Team video if required
Activity mentors
Associate, Equity Investments
Background: Public markets / investments
Covered US and Asia TMT equities. Coaches idea generation, variant perception, and how judges attack a thesis.
Analyst, Investment Banking
Background: Investment banking / research
Worked on coverage and M&A live deals. Reviews valuation bridges, football fields, and slide economy.
Program schedule
Weeks 1–2
Idea & framework
Select the competition, lock the universe, and agree the memo outline.
Weeks 3–7
Research sprint
1:1 mentor sessions twice weekly plus async comments on drafts.
Weeks 8+
Polish & enter
Judging rehearsal, submission checklist, and post-mortem.