Students visiting Wall Street dressed in business suits during Wall Street Week

Experiential Learning

The Department of Finance has many opportunities for experiential learning. These include case competitions, financial immersion programs and classes with considerable experiential learning activities.

We offer:

  • An annual investment banking case competition sponsored by William Blair
  • An annual stock pitch competition sponsored by Cleveland Research Company
  • A New York Wall Street Program
  • Chicago Finance Week Program

In our Chaifetz Trading Center we offer:

  • Multiple Bloomberg Terminals for student use
  • Annual Financial Modeling Seminars by Training the Street
  • Financial Modeling (Fin 303)
  • Derivatives (Fin 404)
  • Fixed Income (Fin 402)
  • Mergers and Acquisitions (Fin 461)
  • Investments (Fin 401)
  • Intermediate Finance (302)

Chicago Finance Week and Wall Street Week

Finance students have two outstanding opportunities to network, learn and build their resumes each year through the Chicago Finance Week and Wall Street Week experiential learning programs. These programs give students access to the fastest rising and most influential speakers and ideas in the financial world.

A select  group of finance students travel to the windy city each August for Chicago Finance Week. Students are exposed to the best ideas in the Chicago financial environment during presentations and discussions. Executives and Miami alumni from leading firms like Bank of America, Allstate, William Blair, Morgan Stanley and Credit Suisse interact on a personal level with students.

The Wall Street Week program takes place each January and reveals the inner workings of New York City’s financial district to our students. Students gain a comprehensive knowledge of the intricacies of U.S. financial decision making. About 25 students attend each year—most of them finance majors.


Monique Frost (513) 529-3632

Investment Banking Competition

The Department of Finance offers the Investment Banking Case Competition, sponsored by William Blair & Company. This competition showcases teams of students who have an interest in investment banking, private equity, commercial banking, corporate finance, venture capital and consulting careers. It is an excellent opportunity to develop and highlight students’ business and presentation skills. 

This case competition is open to all undergraduate students at Miami University regardless of major or division. Members of the highest ranked teams will also be given priority consideration in the Mergers and Acquisitions course offered in the spring.

Miami University/Cleveland Research Company "Stock Pitch Competition"

The competition provides an opportunity for students to demonstrate knowledge of the financial markets and to pitch an investment idea to industry professionals. The investment idea is evaluated as a long position with a 3–12 month investment horizon. Teams of 2–4 students put  together stock pitch presentations; finalists present their ideas to the Cleveland Research Company. The winning team represents Miami University at a national stock pitch competition. The finalists compete at the University of Michigan MII Intercollegiate Stock Pitch Competition.


Dr. David Shrider
Dr. Tom Boulton