The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from “alternative” to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. As a member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit their website below.

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As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. CFA champions ethical behavior in investment markets and serves as the leading source of learning and research for the investment industry. CFA believes in fostering an environment where investors’ interests come first, markets function at their best and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies.

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The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 35.0 million active brokerage accounts, 5.2 million workplace plan participant accounts, 1.9 million banking accounts and $8.56 trillion in total client assets as of January 31, 2024. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiaries, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., (members SIPC, https://www.sipc.org) and their affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products.

More information is available at https://www.aboutschwab.com. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. are separate but affiliated companies and subsidiaries of TD Ameritrade Holding LLC. TD Ameritrade Holding LLC is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

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The CMT Association is a global credentialing body with over 50 years of service to the financial industry advancing the practice of Technical Analysis. Providing a disciplined, systematic approach to investor behavior and the study of market price, the Chartered Market Technician® (CMT) designation marks the highest education. CMT is the preeminent designation for practitioners of technical analysis worldwide.

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Delphian Trading is proud to sponsor Game XIII. Market research and option trading are what Delphian specializes in. We offer a complete suite of tools that includes proprietary analytics, fundamental company data, stock and option strategy back testing, a library of pre-defined option trading strategies, a virtual trading platform and a “time machine” that captures all news and market data back to 2007. Supported by trade analysts with over 90 years of experience, our goal at Delphian Trading is to help you build a foundation of market knowledge that will serve you throughout your career. Inquire at the Delphian booth about starting an options club at your school and gaining complimentary access to the Delphian platform.

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For more than 30 years, The Dunn-Dunne-Wall Group has dedicated itself to helping some of the most sophisticated institutions in the nation oversee their assets prudently and manage their businesses. Our team channels the resources and deep expertise resident at Bank of America to diverse groups of institutional clients. Our mission is to harness the power of one of the world's largest global financial firms on behalf of clients through an intimate client-consultant relationship

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Financial Modeling Institute (FMI) promotes awareness, excellence and discipline in financial modeling through rigorous accreditation programs and thought leadership. The Advanced Financial Modeler (AFM) Program is FMI’s flagship accreditation. Developed by the world’s best financial modelers, the program guides candidates on how to build a world-class financial model. The exam requires candidates to build a 3-statement financial model of a company from scratch under time pressure, making the AFM the only accreditation that proves financial modeling skills. FMI’s accreditations are relevant for students and professionals working in asset management, banking, business development, credit analysis, private equity, venture capital and other areas of finance and accounting.

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GARP is the world's leading professional association for risk managers, dedicated to the advancement of the profession through education, research, and the promotion of best practices.
GARP creates value for the risk management community through four critical and interlinked functions: education, research, benchmarking, and engagement.

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Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 150 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others. The IBKR Student Trading Lab is a free online resource for educators looking to blend finance or computer science classwork with real-world trading experiences.

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The OIC is an industry resource provided by OCC®, the world’s largest equity derivatives clearing organization. Its mission is to provide independent, balanced and practical educational resources designed to enhance the awareness, knowledge and responsible use of exchange-listed options among a global audience of market participants. The OIC delivers its free educational content through its comprehensive website that features courses, podcasts, webinars, trading tools and videos.

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Launched in 2007 during the UN Global Compact Leaders Summit in Geneva, the Principles for Responsible Management Education (PRME) has become the largest organized relationship between the United Nations and business schools.

PRME’s vision is to create a global movement and drive thought leadership on responsible management education. PRME’s mission is to transform management education and develop the responsible decision-makers of tomorrow to advance sustainable development. The initiative counts over 800 business and management-related higher education institutions as Signatory Members across over 90 countries.

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T. Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. Clients rely on our active management approach, which we call strategic investing, and our broad range of equity, fixed income, and multi-asset investment capabilities.

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With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.

Our global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.

The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.

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