2024沃頓全球投資比賽報名即將開啟！

01 沃頓商賽

沃頓全球高中生投資比賽,英文簡稱“WGHS”，中文簡稱“沃頓商賽”，是麵向全球9-12年級高中生的免費線上投資競賽。對於(yu) 未來想要進入頂尖經濟、金融、數學、統計專(zhuan) 業(ye) 的學生們(men) ，WGHS無疑是含金量最高最具權威的敲門磚！

沃頓商賽是由美國賓夕法尼亞(ya) 大學沃頓商學院（U.S News本科商學院TOP1）官方舉(ju) 辦的沃頓體(ti) 係商業(ye) 比賽及商業(ye) 實踐項目，沃頓商學院（The Wharton School）創立於(yu) 1881年，是美國第一所大學商學院，也是世界上曆史悠久學術聲譽首屈一指的商學院。該學院走出過眾(zhong) 多知名企業(ye) 家，惠普公司首席執行官、特斯拉創始人埃隆•馬斯克、股神巴菲特等。

2024沃頓商賽報名組隊即將開啟，快來一起組隊衝(chong) 擊獎項！

The Wharton Global High School Investment Competition, abbreviated as "WGHS" in English, is a free online investment competition for high school students in grades 9-12 worldwide. For students aspiring to enter top-tier programs in economics, finance, mathematics, and statistics, WGHS is undoubtedly the most prestigious and valuable stepping stone!

The Wharton Business Competition is officially hosted by The Wharton School at the University of Pennsylvania (ranked as the top undergraduate business school by U.S. News). Established in 1881, The Wharton School was the first collegiate business school in the United States and remains one of the most historically prestigious and academically distinguished business schools globally. The school has produced many notable entrepreneurs, including Hewlett-Packard's CEO, Tesla founder Elon Musk, and the "Oracle of Omaha," Warren Buffett.

The 2024 Wharton Global High School Investment Competition registration and team formation will soon be open. Join us to compete for the prizes!

02 沃頓商賽比賽形式？

沃頓全球高中投資競賽是麵向高中生（9 至 12 年級）和教師的免費在線投資模擬。學生以 4-7 人為(wei) 一組，由老師作為(wei) 他們(men) 的顧問進行指導。他們(men) 一起學習(xi) 團隊合作、溝通、風險、多元化、公司和行業(ye) 分析以及投資的許多其他重要方麵。

麵向人群：14-18周歲的高中在讀學生，且2023年9月25日之前還未畢業(ye) 。

團隊組成：整個(ge) 團隊由導師、領隊、成員組成；導師帶領學員學習(xi) 商業(ye) 和金融知識，熟悉競賽規則；領隊是唯一擁有OTIS虛擬交易係統權限的人；團隊成員(含領隊)每人負責一個(ge) 板塊。

每個(ge) 團隊學生可以在 10 周的時間內(nei) 買(mai) 賣股票，製定投資策略，分析行業(ye) 和公司，並使用 100,000 美元的虛擬現金建立投資組合，在模擬平台上投資。所有交易都在 WInS（沃頓投資模擬器）上進行。WInS 是一種基於(yu) 網絡的股票市場模擬，它允許學生在動手學習(xi) 環境中應用投資和投資組合管理的概念，同時使用真實世界的數據，而無需冒真錢的風險。

The Wharton Global High School Investment Competition is a free online investment simulation for high school students (grades 9 to 12) and teachers. Teams of 4-7 students are guided by a teacher serving as their advisor. Together, they learn about teamwork, communication, risk, diversification, company and industry analysis, and many other important aspects of investing.

Target Audience: High school students aged 14-18

Team Composition: Each team consists of a mentor, a team leader, and members; the mentor teaches business and financial knowledge and familiarizes the students with the competition rules; the team leader is the only person with access to the OTIS virtual trading system; each team member, including the leader, is responsible for a specific sector.

Each team can buy and sell stocks, devise investment strategies, analyze industries and companies, and build a portfolio with $100,000 in virtual cash over a period of 10 weeks on a simulation platform. All trades are conducted on Wharton's Investment Simulator (WInS), a web-based stock market simulation that allows students to apply concepts of investment and portfolio management in a hands-on learning environment, using real-world data without the risk of real money.

03 沃頓商賽含金量

• 沃頓商賽是全球最高等級、最權威的高中生投資類比賽，通往頂級藤校的敲門磚，提升學生能力。

• 在商學院的教學模式下，學習(xi) 經濟、金融、風險、投資、財務和分析等多元化方麵。

• 獲得沃頓商學院證書(shu) 和全球總決(jue) 賽等榮譽，有機會(hui) 獲得沃頓商學院官方證書(shu) ，以及沃頓教授、華爾街投行導師簽發的推薦信，為(wei) 大學申請簡曆增加競爭(zheng) 力。

• 結識來自世界各地優(you) 秀的同齡人，培養(yang) 管理和團隊協作等重要技能，積累初始人脈。

The Wharton Global High School Investment Competitionis the highest-level and most prestigious high school investment competition globally, serving as a stepping stone to top Ivy League schools and enhancing student capabilities.

Under the teaching model of the business school, students learn diversified aspects such as economics, finance, risk, investment, finance, and analysis.

Participants can earn a certificate from The Wharton School and honors such as placement in the global finals. They also have the opportunity to receive an official certificate from The Wharton School, as well as recommendation letters signed by Wharton professors and Wall Street investment banking mentors, enhancing the competitiveness of their college applications.

Meet outstanding peers from around the world, develop important skills in management and team collaboration, and build initial networks.

04 機構專(zhuan) 業(ye) 老師

• 牛津大學 經濟和管理學士（牛津最難錄取專(zhuan) 業(ye) 之一）。

• 高中SAT滿分，曾拿到UC Berkeley，UCLA，Duke University等美國名校offer。

• CMO數學競賽全加拿大排名前50。

•擁有超過15年的投資行業(ye) 從(cong) 業(ye) 經驗。

• 管理個(ge) 人私募基金。

√ 認為(wei) 高中生利用好自身的優(you) 勢，做股票的投資回報率可以超過絕大多數華爾街基金經理

• Major of Economics and Management from the University of Oxford (one of the hardest programs to gain admission into at Oxford).

• Perfect SAT score in high school, received offers from prestigious U.S. universities including UC Berkeley, UCLA, and Duke University.

• Ranked in the top 50 in the Canadian Mathematical Olympiad (CMO).

• Over 15 years of experience in the investment industry.

• Manages a private investment fund.

√Believes that high school students, by leveraging their strengths, can achieve stock investment returns that surpass the majority of Wall Street fund managers.

05 沃頓商賽課程信息

課程大綱：

1. Valuation Methods 估值方法

1.1 Financial Analysis 財務分析

1.2 Intrinsic Valuation 內(nei) 在估值法

1.3 Relative Valuation 相對估值法

2. The Value Investing 價(jia) 值投資

2.1 Investment Philosophy 投資理念

2.2 Portfolio Management 投資組合管理

2.3 Understanding Companies 了解公司

3. Beating the Street 戰勝華爾街

3.1 Advantages of High Schoolers

高中生的優(you) 勢

3.2 Disadvantages of highschoolers 高中生的缺點

3.3 Beating the Street Using Advantages

利用優(you) 勢戰勝華爾街

3.4 Complete steps to choose your stocks

完成選擇股票的步驟

06 機構會(hui) 幫助學生們(men) ：

√ 機構學員可以通過機構免費報名，如果人數不夠的，機構會(hui) 幫助大家組織隊伍。

√ 機構會(hui) 開設幫助大家準備沃頓商賽的專(zhuan) 門課程，授課老師由牛津大學經濟管理背景的私募創始人親(qin) 授，報名谘詢機構學術顧問老師。

√ 機構會(hui) 開設世界Top30 商學院背景的老師作為(wei) 團隊負責老師帶領全程指導，僅(jin) 限五支隊伍，報名谘詢機構學術顧問老師。

√Uforse students can register for free through Uforse. If there are not enough participants, Uforse will help organize teams.

√ Uforsewill offer a specialized course to help students prepare for the Wharton Global High School Investment Competition, taught by a private equity founder with a background in Economics and Management from Oxford University. For registration and consultation, contactthe Uforse academic advisor.

√Uforse will provide teachers with backgrounds from the world's top 30 business schools to lead and guide the teams throughout the competition, limited to five teams. For registration and consultation, contact the Uforse academic advisor.