2017-2018 KWHS Investment Competition: Region 1


“An investment in knowledge pays the best interest.”

— Benjamin Franklin

Eligibility: High school students (9th to 12th grade) from China, Hong Kong, Macau, Japan, Taiwan, North Korea, South Korea, Mongolia, Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan.

Important Dates

  • September 18, 2017: Registration Begins
  • October 23, 2017: OTIS Trading Begins
  • November 27, 2017: Mid-Project Team Review Due
  • December 29, 2017: Trading Ends
  • January 14, 2018: Final Strategies Due
  • January 29, 2018: Top Teams Notified
  • March 10, 2018: Region 1 Finale at Penn Wharton China Center, Beijing
  • April/May, 2018: Global Finale at the Wharton School, University of Pennsylvania


Step 1: Advisors register first

Advisors must register for the competition first, so they are linked to their teams and can view their portfolios.

Step 2: Student team leader registers his/her team and links to advisors (if any)

Click here to register your team.

*Important NoteAn advisor should NOT enter registration information on behalf of his/her student teams. Trading accounts are tied to each registration email.


Competition Materials

Click HERE to access 2017-2018 KWHS Investment Competition Region 1 Guidebook.

Click HERE to access 2017-2018 KWHS Investment Competition Region 1 Approved Stock List.

Click HERE to access 2017-2018 KWHS Investment Competition OTIS FAQ.

Click HERE to access 2017-2018 Additional Resources.



Email KWHS-Region1(at)wharton.upenn.edu