2017-2018 KWHS Investment Competition: Region 3

KWHS-IC-Region3-CMYK

“An investment in knowledge pays the best interest.”

— Benjamin Franklin

Eligibility: High school students (9th to 12th grade) from the Americas, Europe, Africa and Oceania.

Important Dates

  • December 11, 2017: Registration Begins
  • January 4, 2018: Registration will close at 11:59 p.m. EST
  • January 8, 2018: OTIS Trading Begins
  • February 12, 2018: Mid-Project Team Review Due
  • March 16, 2018: Trading Ends
  • March 25, 2018: Final Strategies Due
  • April 2, 2018: Top Teams Notified
  • May 4 – 5, 2018*: Global Finale at the Wharton School, University of Pennsylvania
    *Important Note: May 5, 2018 is an SAT test date.

Social Media

Be sure to follow us on Facebook and you can find us @whartonhs on Twitter and @kwhslife on Instagram. Don’t forget to use #kwhsinvests on your posts.

Competition Materials

Click HERE to access 2017-2018 KWHS Investment Competition Region 3 Guidebook.

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

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

Click HERE to access 2017-2018 Additional Resources.

Click HERE to access a tutorial video on OTIS (Online Trading and Investment Simulator).

Registration

Directions for registering are listed below. PLEASE CAREFULLY REVIEW THE INFORMATION BEFORE REGISTERING.

TEACHERS/ADVISORS

  • Advisors must register for the competition first, so they are linked to their teams and can view their portfolios.
  • When an advisor registers, he/she will only see the team portfolios when added as an advisor.
  • PLEASE DO NOT REGISTER MORE THAN ONCE. If you made an error or aren’t sure if your registration went through simply email KWHS-Region3(at)wharton.upenn.edu to confirm.
  • You will receive a Welcome email from KWHS the next business day.
  • An advisor should NOT enter registration information on behalf of his/her student teams. Trading accounts are tied to each registration email.
  • TEACHER/ADVISOR registration opens December 11, 2017.

STUDENTS

  • If your team has an Advisor (not a requirement) please make sure they register first.
  • ONLY the Student team leader should register his/her team and link to advisor (if any).
  • Team members should NOT register. Team member information will be provided when the Mid-project Review is submitted in February.
  • PLEASE DO NOT REGISTER MORE THAN ONCE. If you made an error or aren’t sure if your registration went through simply email KWHS-Region3(at)wharton.upenn.edu to confirm.
  • You will receive a Welcome email from KWHS the next business day.
  • STUDENT registration opens December 11, 2017.

Questions?

Email KWHS-Region3(at)wharton.upenn.edu