2023 - Inflation Resilience
The current inflation and market environment poses a significant challenge to asset allocation. How can we put together innovative portfolio strategies that are inflation resilient and satisfy the needs of various stakeholders?
1st Place
OTPP Top Proposal
White Sail Capital
Adis Gadavanij, A-tat Dusadeetham, Chayathron Moonphant, Tayagorn Timothy Pluegboonyachai
Wealth Intellect
Christopher Ho, Haoyu Sun, Shiyang Li, Tong Wu
2nd Place
CIBC Asset Management Runner-Up
Sky Capital
Christy Lin, Ray Kan, Raymond Li, Sea Cheuk
Finalists
Scarlet Quants
Anugrah Singh, Mehul Jain, Nikhil Agarwal
Medallion
Divyanshu Raj, Prasoon Roy, Rishav Anand, Rohan Banerjee
PortfolioGPT
Chandler Sin, Jeffrey Ng, Sally Luo
Specialty Prizes
2022 - Net Zero Transition
Achieving net-zero is critical to ensuring a sustainable future for current and subsequent generations. The 6th edition of the MIPC gave students from around the world an opportunity to disrupt the status quo through innovative portfolio strategies. How can we put together innovative portfolio strategies that achieve high returns all while satisfying the needs of various stakeholders?
1st Place
OTPP Top Proposal
APM Capital
Thomas Edmunds, Andre Thomas, Hortin Zeng, Dominic Marino
CAVA Capital
Angus Cheung, Christy Yuen, Vincent Cheng, Alex Tam
2nd Place
CIBC Asset Management Runner-Up
Terra Capital
Echo Yang, Jay Lin, Joseph Marando, Serah Jacob
Finalists
Paragon Capital
Victor Lam, Alexander McGillivray, Lily Chen, Harrison Bradley
Trees
James Shi, Tony Liaw, Sophie Huang
Specialty Prizes
2021 – Ultra Low Yields
For long-term asset managers, the combination of ultra-low interest rates and high valuations in equity and real estate markets around the world is creating a strenuous challenge. Amidst the COVID-19 pandemic, how can they design sustainable investment strategies that deliver adequate returns without taking on excessive amounts of risk?
1st Place
OTPP Top Proposal
Investopedia Intern
Robin Lunding Sandqvist; Anna Husted Abrahamsen; Thomas Fierro; Igor Laasko
2nd Place
CIBC Asset Management Runner-Ups
BlueStone Capital
Wanyu Tang, Elizabeth Williamson, Mathuraesh Nirmalarajan, Travis Wu
EVA Capital
Grace Wong, Lillian Yana, Alon Moss, Sarah Lovelady
Higher Yield Consulting
Jonathan Bolduc, Thomas Lachance, Julien Laberge, Hugo Joemets-Painchaud
JAMF Capital
Alicia Sun, Felix Jones, Michael Searle, Joshua Campbell
Specialty Prizes
2020 – Protectionism and Social Inequality
A fictional British sovereign wealth fund is set up amid Brexit and the COVID-19 pandemic. The fund has a unique triple mandate to support British economic independence and alleviate social inequalities while simultaneously achieving required returns. Winning solutions form the basis for how investment managers around the world can build socially equitable, yet profitable portfolios amid the kind of rising geopolitical and socio-economic tensions we see today.
1st Place
OTPP Top Proposal
Isos Capital
Ryan Heng, Joey Ong, JieHui Tan, ChinAnn Lee
Ctrl Alt Elite
Laura Alb
2nd Place
CIBC Asset Management Runner-Ups
Iced Capital
Noah Yabrov, Fahad Salman, Isaac Wong, Parbir Deol
MMCJ Investments
Chayse Hnatowich, Michel Goudreault, Michael Berger, Justin Wannop
Red Rose Advisors
Eeshwar Dutt, Aaron Borchert, Liem-Lucas Nguyen, Danielle Leong
Specialty Prizes
2019 – Designing a Sustainable Investment Strategy
A fictional public pension fund in Newfoundland and Labrador is under pressure to divest from its oil & gas holdings, while simultaneously satisfying the provincial government who relies on the local O&G industry, taxpayers who contribute funds to the plan, indigenous groups who define how their lands are used, a local O&G union who employs workers in this sector, and pensioners of this plan.
1st Place
Mind The GAAP
Jaime Casigay, Oliver Chainé, Samuel Vallée, Philippe Vézina-Tardif
2nd Place
Axe Capital
Ryan Matthew Heng, Looi Cheong Loong, Arnold Sim, Bernice Wan
3rd Place
APM Capital
Edward Bi, Ronson Chau, Jerry Li
2018 – Severe Underfunding of U.S. State Pension Plans
A large public pension plan in the U.S. is in danger of collapse. The fund’s Chief Investment Officer must find a long-term portfolio solution that meets the needs of state unions who represent public interests, municipalities who contribute capital to the fund, the state government’s political agendas, federal regulations, and active and retired members of the plan. The case highlights how the going concern regulation creates an intricate relationship between the asset allocation of the fund, its funding ratio, and the required contribution from the municipalities.
1st Place
SH Consulting
Daria Emami, Wyatt Phillips, Rafael Silva, Alim Suleman
2nd Place
Theta Consulting
Gabriel Boivin, Simon-Pierre Boucher, Lea Capobianco, Pierre-Yves Gendron
3rd Place
Team Star
Tuershunjiang Ahemaitijian, Xiaofan Hou,Junchao Liao, Xiao Wang
2017 – Rescuing a Canadian Private DB Plan
A lumber company in British Columbia runs a heavily underfunded pension plan. The managers of the plan’s fund face pressure from shareholders who want to limit cash outflows from the company into the plan, the government that imposes strict solvency regulations, and beneficiaries of the plan who rely on their pension for their retirement. The case highlights how the asymmetric treatment of the fund’s shortfall and surplus can lead to conflicting interests among stakeholders.
1st Place
Quantimental Solutions
Kiril Gatev, Othmane Zenati, Vincent Stabili, Jonathan Rioux
2nd Place
Team Alpha
Anshu Ghodawat, Shruti Khetan, Hani Elgamal, Juan Palacios Godoy
3rd Place
JSA
Jordan Logan, Jarrett Leach, Stephanie Fitzner, Amaan Popatiya
