20th TradeQuest Challenge

The Kick off of

TradeQuest Challenge
2017-2018
 Agenda

• Introduction
• Program Overview
• Responsibilities
• Rules & Guidelines
• Assign Investment Advisors

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What is TradeQuest?

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 What is TradeQuest?

• Financial competition

• Started in 1997

• Objectives:

• Raise investment awareness among students

• Realistic experience of trading in stock market

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 Participating Schools

1. Abdul Rahman Kanoo International School

2. Bahrain School
3. Ibn Khuldoon National School
4. Naseem International School
5. Al Noor International School
6. St. Christopher’s School
7. Al Hekma International School
8. Bahrain Bayan School

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 Why Join?

• Unique learning experience

• Build a foundation of financial principles

• Develop skills:
• Teamwork
• Time management
• Presentation

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 How TradeQuest Works?

• Teams

• US/Bahrain Bourse

• Program Duration (6 months)

• Research, develop strategy, make buy/sell decisions

• Investment advisors (mentors) assigned to each team

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 Program Overview
Workshop
Workshop B
Strategy
A Risk Management Presentation
Using the platforms
Stock Markets & Strategy
Presentation Tips (5%)

TP I
Trading Period I (4 weeks) Presentation
(15%)

TP II
Trading Period II (6 weeks) Presentation
(15%)

TP III
Trading Period III (6 weeks) Presentation
(25%)

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 BIBF Simulation Training
Session
• BIBF’s state-of-the art Dealing Room

• Saturday (before Strategy Presentations)

• Duration: 2 hours

• Optional Session

• Sign up as a team

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 Key People

• Team members (7-8 members, 1 team leader)

• School Advisor
• Investment Advisor (Mentor)
• Investment Review Committee (Judging panel)
• Program Coordinator

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 Role of Team Leader
• Lead the team
• Set a plan and agenda, deadlines
• Ensure team members are aware of the
workshop/presentation dates
• Distribute roles of team members
Ø Team Leader
Ø Portfolio manager
Ø Strategist
Ø Sector Analyst
Ø Trader
Ø Risk Manager
Ø Economist
Ø Offline record keeper
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 Role of School Advisor

• Supervise the team

• Point of contact with Bahrain Bourse
• Responsible for team’s attendance to workshops &
presentations

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 Role of Investment Advisor
(Team)
2 Roles:
• Coach or mentor for one of the teams
• Evaluating teams’ presentations

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 Role of Investment Advisor
(Team)
• Guide in doing research, fundamental & technical
analysis
• Timing & frequency of meetings
• Meet team once every 2 weeks, or communicate by
phone/email
• Meet at the beginning, during workshops and before
the strategy
• Keep in mind busy schedule of investment advisor

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 Role of Investment Advisor
(IRC)
• Evaluate all team presentations (excluding the team
he/she) mentoring
• Question & test your understanding after the
presentations
• Provide feedback to the teams

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 Presentations

• Be on time

• All team members should present

• Presentation: 12 min.

• Q & A: 8 min.

• Send your presentations on the day via email

• Draw

• Formal Dress

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 Content of Presentations

• Analysis of the economy and markets / Charts of the same

• Projected Return and Sharpe – you must have a justification on

how you came up with the projected Sharpe

• Envisaged Strategy – Aggressive vs. Conservative

• Proposed portfolio

• Risk management showing take profit/stop loss limits

• Sources and slide numbers

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 Rules & Guidelines

§ NYSE/NASDAQ
Markets § BHB

Capital § US$4,000,000 for US

§ BHD 500,000 for BHB

§ max stocks in US portfolio: 30

Portfolio § max stock in BHB portfolio: 10

§ max trades per day (BHB): 3

Trades (Max) § max trades per day (US): 5
*after 1st trading week

Trades (Min) § min trades per month (BHB): 5

§ min trades per month (US): 10

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 Rules & Guidelines

Trades (Entire Program) § Max. trades (BHB): 70

§ Max. trades (US): 200

Concentration § No single stock ˃ 20% of portfolio value

Transaction cost § $5.00: US

§ BHD: 1.885

Allocation § equities and cash

(max cash 10%) – except during first week of
trading

Record-Keeping § Offline record sheets (BHB/NYSE)

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 Evaluation

Presentation performance will be evaluated based on:

• Quantitative criteria
• Analysis & Understanding
• Risk management
• Strategy & decision-making
• Teamwork
• Presentation skills

Financial Performance will be based on:

• Score based on percentile ranking of Sharpe ratio vs S&P 500
and BHB benchmark.

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 Facilities & Resources

§ Stock Trak website/Bahrain Bourse website

§ Investment advisors/School advisors
§ Internet research and resources
§ Excel workbook template (offline sheets)

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 Awards Ceremony

§ Certificates
§ Winner is announced
§ Cash prize

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 Schedule
DATE TIME MEETING LOCATION

Tues Oct 17 3.00 – 4.00 pm TradeQuest Kick Off BHB (BFH), Auditorium

Mon 23 Oct 17 3.30 – 5.30 pm Workshop A: Stock Markets & Strategy BHB (BFH), Auditorium

Workshop B: - Risk Management

- Using Stock Trak and BHB
Wed 25 Oct 17 3.30 – 6.30 pm BHB (BFH), Auditorium
- Presentation Tips

Wed 8 Nov 17 3.30 – 6.30 pm Strategy Presentations BHB (BFH), Auditorium

Tues 12 Dec 17 3.30 – 6.30 pm TPI Performance Presentations BHB (BFH), Auditorium

Tues 23 Jan 18 3.30 – 6.30 pm TPII Performance Presentations BHB (BFH), Auditorium

Tues 6 Mar 18 3.30 – 6.30 pm TPIII Final Presentations BHB (BFH), Auditorium

BHB (BFH), Meeting Room

Mon 19 Mar 17 3.30 – 4.30 pm Presentation Planning Meeting*

Sat 24 Mar 17 11.00 am - 1.00 pm Awards Ceremony* TBA

* Tentative dates

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 Schedule

• Trading in US: Mondays to Fridays

• Trading in BHB: Sundays to Thursdays
• If any team does not trade 30% of trading days, it will be eliminated for
consideration in any of the awards (27 working days)
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 Communication Methods

§ Email
§ Reminders
§ Contact:

Sana Abdulredha
Sana.redha@bahrainbourse.com

Maha Ebrahim
Maha.ebrahim@bahrainbourse.com

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 Draw
1. Abdul Rahman Kanoo International School
2. Bahrain Bayan School
3. Bahrain School
4. Al Hekma International School
5. Ibn Khuldoon National School
6. Naseem International School
7. Al Noor International School
8. St. Christopher’s School
http://www.classtools.net/education-games-php/fruit_machine

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1. Husain Bukannan – Mumtalakat
2. Talal Alhaiky/David Olean – AUB
3. Ahmed Janahi – Tamkeen
4. Abdulla Humaidan/Moh’d Nadeem – ABC
5. Deepa Chandrasekhar – UGB
6. Anoop Fernandes – SICO
7. Ziad Kawan/Nadia Qamber – JP Morgan
8. Chithra Suresh - BIBF

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Next Meeting

Mon, 23rd Oct 2017

TradeQuest Workshop A

from 3:30 until 5:30

at Bahrain Bourse

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20th TradeQuest Challenge

Good Luck!

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