Investment Portfolio Case Competition Overview

February 9, 2024 Event organized by:

• Cornell’s Parker Center for Investment Research
• Johnson Investment Management Club
• Cornell Financial Engineering Manhattan (CFEM)

2024 Case Topic: Private Wealth and Bitcoin

Competitors will review a case study of a fictional young family with a large stake in Bitcoin shares. The family faces life changes and is currently seeking a plan to manage the BTC position and plan for the family’s financial future. After careful study of case materials and investment analysis, teams will present innovative diversification ideas, an asset allocation plan, and an implementation strategy, all supported by rigorous testing.