2025 Wealth Management Case Competition

Date Range:

March 27, 2025 to March 29, 2025

Event Type:

Sponsored

Location:

University of Texas at Austin

Description:

Each school is asked to send one team (3-4 students per team) to compete in our wealth management
competition, taking place at the McCombs School of Business. Students will participate in an engaging
two-day wealth management case competition, where they will develop a comprehensive financial plan
for a family facing conflicting goals and uncertain future income, while also providing investment advice
for their portfolio.

Contact Information:

Joseph Johnson
Department of Agricultural Economics
214-335-9511
joseph.a.johnson@tamu.edu