Merrill Lynch Case Competition

The Suffolk/Merrill Lynch Wealth Management Case Competition gives you and undergraduates from other area universities an opportunity to show off your wealth management skills in a real-life setting.

Students are given a case by the Merrill Lynch Wealth Management division [PDF], which represents the kind of wealth management done on a daily basis in the industry. Students initially submit a written proposal of approximately five (5) pages to meet the requirements of the case. This proposal should include details about how to achieve the goals in the case.

A committee composed of Suffolk faculty will judge each case and select 3-5 teams who then present their cases to a panel of faculty and representatives from Merrill Lynch. Finalists' presentations last approximately 12 minutes. 

Official rules [PDF]

Awards

The top three teams receive awards of $1,000 (first place), $500 (second place), and $250 (third place).

Timeline

March 23: Registration for teams of up to three students

March 30: Deadline to submit 5-page case write-up

April 4: Finalists selected for competition

April 10: Final team presentations sent to Suffolk

April 11: Final presentations to Merrill Lynch and wealth management experts

Trading Competition

You can test your trading skills and compete against students from other colleges and universities around the country during the annual thinkorswim Challenge. You'll build real-world experience and compete for real cash for trading. In the past, three Suffolk students placed third out of nearly 900 students from 96 schools. Read More

The competition, hosted by TD Ameritrade U, is open to undergraduate and graduate students and runs in the fall. You'll be trained to use TD Ameritrade’s thinkorswim trading platform, which simulates the real-world market. Then in teams of 3-4, you compete for a chance to win prizes.

Interested? Contact Professor Abu Jalal at ajalal@suffolk.edu.