Preliminary round January 2018, and final round March 23-24, 2018.
The Van Berkom JMSB Small Cap Case Competition is a two-day event, sponsored by Concordia University’s John Molson School of Business and Van Berkom and Associates Inc. Now in its fifth year, the competition challenges teams of undergraduate and graduate-level business students to analyze financial business cases, develop strategic recommendations, and apply the skills and analytical tools learned in the classroom.
Each university is permitted to enter a single team of three or four students. The qualifying round, which takes place in January, gives teams a week to analyze a case and prepare a written submission. Participants are expected to propose investment strategies that reflect rigorous research, analysis, and risk management, and which allow small-cap firms to maintain long-term growth.
The top nine teams are then invited to the main competition in Montreal, featuring live cases and a simulated analyst call. Teams compete for points in two head-to-head match-ups, with the cumulative total determining the top three winning schools. A total of $6,000 in prize money is awarded annually.
For additional information, visit the competition website.
As with all case competitions, participants must either have taken or currently taking BUSI 3800, OR are a member of The Fund. Preference will be given to students concentrating in Finance.
Recruiting & Training Schedule:
The team is selected in November. Weekly training sessions and practices take place in December and January. If the team advances, additional practices will be scheduled for February and March.
The Sprott 2016 team of Carlos Cantafio, Chris McClure-Koutsikaloudis, Oleh Reive and Kyle Stolys won first place.