FINLIT AI · HPAIR · YEARS 10–13
Build the fund. Defend the mandate.
Student analyst firms manage a USD 100,000 paper portfolio on live markets, document every decision and pitch an investor panel for a USD 1 million mandate.
DATES
1–5 February 2027
LOCATION
Kings’ School Al Barsha
ELIGIBILITY
Years 10–13
DURATION
5 campus days + 15-day live sprint
WHAT STUDENTS CREATE
A live MarketWatch paper portfolio with a clear investment thesis
Fundamental and technical analysis of real companies
An auditable Trade-Reason Log and diversification matrix
A boardroom pitch covering portfolio health, winners, losses and outlook
PROGRAM STRUCTURE
DAY 1
MARKETS AND OWNERSHIP
Explore capital, profit, supply, demand and compounding through practical analogies
Learn shares, tickers, market capitalization, bid and ask
Open the team’s MarketWatch fund and place a first paper trade
LEAVES WITH
An active USD 100,000 fund and first documented trade
DAY 2
BUSINESS QUALITY
Compare revenue, net profit and valuation
Study the P/E ratio and economic moats
Complete a corporate face-off and investment memo
A due-diligence memo and two fundamentally supported positions
DAY 3
MARKET BEHAVIOR
Read candlesticks, support and resistance
Use moving averages, RSI and volume
Set stop-loss protection and execute a trend-confirmed trade
An annotated technical chart and protection log
DAY 4
PROTECTING CAPITAL
Set diversification caps and cash buffers
Stress-test the portfolio
Record the catalyst, horizon, stop-loss and target for every position
A complete Trade-Reason Log and diversification matrix
DAY 5
DEFENDING DECISIONS
Build the investment story and portfolio deck
Deliver a timed mock boardroom pitch
Receive critique and prepare for the independent sprint
A reviewed pitch deck and live-sprint plan
BEYOND THE CORE SCHEDULE
After the campus week, each firm continues managing its fund under professional risk rules. The final panel evaluates discipline, strategic rationale, risk defense and composure rather than short-term luck.
No single asset above 20% of the portfolio
Maintain a 5% to 10% cash buffer
Set a stop-loss for every position
Record the reason before every trade
Present the 20-day track record to the investor panel
MENTORSHIP
Harvard student mentors lead the MarketWatch labs, review deliverables, critique the mock pitch, follow the sprint and join the Grand Finals panel at a 1:20 mentor ratio.
PROGRAM DETAILS
USD 650 per student
Certificate of Participation from HPAIR