ENGAGE Undergraduate Investment Conference.

What ENGAGE Undergraduate Investment Conference. does

ENGAGE Undergraduate Investment Conference (UIC) is an annual in-person collegiate investing conference held at the Stephen M. Ross School of Business at the University of Michigan in Ann Arbor. Organized by Michigan Interactive Investments (MII), a student investment club founded in 1998, the event has run for 18 consecutive years and is described by Forbes as the largest undergraduate investment conference of its kind in the United States. The conference serves two primary customer segments: undergraduate students interested in finance careers (drawn from universities across North America including UPenn, NYU, Stanford, Princeton, UCLA, and Duke) and financial services firms seeking to recruit early-career talent.

The core product is a single-day event combining keynote speeches from senior investors, panel discussions, a stock pitch competition where teams of two to four undergraduates present long or short equity theses judged by industry professionals, and a corporate showcase enabling sponsors to conduct recruiting and networking activities. Supporting offerings include conference tickets and branded merchandise sold through a Squarespace-hosted UIC store. There is no proprietary technology platform; operations run on website ticketing, social media promotion, and earned media coverage from Forbes, the Wall Street Journal, and CNBC.

Revenue is generated primarily through corporate sponsorship packages sold to financial firms (Point 72, Citadel, Apollo, Insight Partners, SIG, Capital Group, Susquehanna, Dodge & Cox, Walleye Trading Advisors, Wall Street Oasis, GWI, plus the David Kudla Foundation) and supplementary student ticket sales. Pricing is not publicly disclosed. The organization operates as a volunteer-driven student initiative affiliated with the University of Michigan, with approximately 11 named committee members and a broader MII member base of roughly 60 undergraduates managing a $25,000 student-run investment portfolio.

Name

ENGAGE Undergraduate Investment Conference.

Legal name

ENGAGE Undergraduate Investment Conference

Website

https://umichuic.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

51–100 employees

Short description

ENGAGE Undergraduate Investment Conference is an annual one-day collegiate investing conference hosted at the University of Michigan's Ross School of Business, serving undergraduate students from top North American universities and financial services firms via a stock pitch competition, keynotes, panels, and corporate recruiting showcase.

Ownership category

akta.pro rank

Product category

Educational Investment Conference

NAICS

Convention and Trade Show Organizers (561920), Educational Services (611)

SIC

Services-Educational Services (8200), Services-Membership Organizations (8600)

akta.pro primary industry

Training, Enablement & Talent Development Summits (THAHAMAH)

akta.pro secondary industries

Corporate Meetings & Conferences (Internal/External Business Events) (MPAGAHAA), Training, Workshops & Certification Events (MPAGAGAJ)

Keywords

• Undergraduate investment conference
• Stock pitch competition
• Finance networking events
• Corporate sponsorship programs
• Student investing events

Headquarters

HQ city

Ann Arbor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Infrastructure, Others

Revenue model

1. Conference Tickets: Revenue generated from selling tickets to undergraduate students attending the conference.
2. Corporate Sponsorships: Corporate sponsors (Point 72, Citadel, Apollo, Insight Partners, SIG, Capital Group, Susquehanna, and others) provide financial support in exchange for recruiting access, marketing exposure, and networking opportunities with top undergraduate talent.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

ENGAGE UIC operates an annual in-person collegiate investment conference held at the University of Michigan's Ross School of Business. The event combines keynote speeches, panel discussions, networking with finance professionals, a stock pitch competition for student teams, and a corporate showcase for sponsoring firms. Tickets are sold to student attendees, and corporate sponsorship packages are sold to financial services firms seeking recruiting access and brand visibility.

Product overview

ENGAGE UIC is a single, unified annual in-person conference experience focused on collegiate investing education. The core offering is the ENGAGE UIC Conference itself, which combines the Stock Pitch Competition (the centerpiece where teams compete by presenting equity investment theses), the Corporate Showcase (where sponsoring firms recruit), and general conference programming with keynote speeches and panel discussions. Tickets and Merch & Apparel are supplementary offerings sold through the UIC store.

Differentiator

Problem solved

Functional benefit

Products and services

• ENGAGE UIC Annual Conference
• Stock Pitch Competition
• Corporate Showcase
• Conference Tickets
• Merch & Apparel

Quantifiable outcome

• Largest undergraduate investment conference in North America
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Michigan Interactive Investments (MII)coreStrategic or Co-development PartnerMII is the organizing student club that executes the annual ENGAGE UIC conference. Founded in 1998, it is the oldest and leading undergraduate investment club at the Stephen M. Ross School of Business.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Wall Street Oasis (WSO): A much larger online community and content platform for finance career recruitment and education. Past ENGAGE UIC sponsor. Provides year-round recruiting and educational services that overlap with ENGAGE UIC's networking value proposition but at a much broader scale.

Emerging players

• Wall Street Prep: A financial training and education provider offering courses in investment banking, valuation, and investing. Adjacent to ENGAGE UIC's educational mission, addressing similar audience pain points (skill development, recruiting readiness) but in a year-round asynchronous format.
• Break Into Wall Street: An investment banking training platform that targets the same undergraduate audience seeking finance careers. Adjacent competitor in the education-to-recruiting pipeline that ENGAGE UIC serves via its annual conference.

Direct peers

• UVA McIntire Investment Conference: An undergraduate-led investing conference at UVA's McIntire School that closely mirrors ENGAGE UIC's format (keynote panels, stock pitch competition, corporate sponsors). Competes for the same finance firm sponsorships and recruits from the same talent pool.
• NYU Stern Investment Management Conference: NYU Stern's undergraduate investment conference targets the same audience as ENGAGE UIC, with a similar format combining stock pitch competitions and recruiting-oriented networking. Directly comparable in size, sponsor mix, and target attendee profile.
• Cornell Investment Conference: Cornell's undergraduate-led investing conference with a comparable format (keynote speakers, panels, recruiting access). Competes directly for finance sponsorships and elite student attendees within the same Ivy/Midwest competitive set as ENGAGE UIC.
• MIT Sloan Finance Club Conference: MIT Sloan's undergraduate finance club runs an annual investing conference with a similar structure to ENGAGE UIC, targeting undergraduates with stock pitch competitions and finance firm recruiting. Operates within the same elite-school competitive set for sponsor dollars and student attendees.
• Wharton Undergraduate Investment Conference: A peer-run collegiate investing conference hosted at the Wharton School. Directly comparable to ENGAGE UIC in format (stock pitch competition, keynote speakers, recruiting access) and target audience (undergraduates targeting finance careers), serving as a top competing event for elite student talent and finance sponsors.
• Stanford GSB Finance & Investment Conference: Stanford's graduate-led investment conference shares format and target demographic with ENGAGE UIC, though leans more MBA than undergraduate. Competes for the same finance firm sponsorship dollars on the West Coast.

Others

• Mainstay Capital Management: Parent organization of The David Kudla Foundation, the flagship financial sponsor of ENGAGE UIC. Comparable only as the connected sponsor/funder entity; not a peer in product but a key strategic relationship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/engage_iies
• LinkedInlinkedin.com/company/umichuic

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ENGAGE Undergraduate Investment Conference.