National Conference

Each fall, SWS hosts a National Conference. Members from all chapters are invited to attend informational seminars, participate in interactive workshops and hear from industry professionals. The National Conference is also an opportunity for members to network with one another and professionals in the financial services industry.

Virtual Investment Portfolio

SWS Associates who have completed the Seminar Series have the opportunity to join Research Teams and present ideas to our Investment Board. Through Research Teams and the Investment Board, SWS members have the opportunity to gain experience researching stocks, managing an investment portfolio and tracking investment performance. Each chapter will manage a virtual investment portfolio that is tracked throughout a friendly competition between chapters.

National Stock Pitch Competition

The National Stock Pitch Competition provides SWS members an opportunity to compete with other chapters and present in front of professionals with an opportunity to win a cash prize. Members will form teams to research and analyze a stock of their choice, gaining hands-on learning experience through creating a stock pitch and receiving constructive feedback from industry professionals. Teams will be selected from each chapter for participation in the final round, which will culminate a daylong event hosted by a sponsor company, where participants will also hear from a keynote speaker and tour the sponsor company office.

Warren Buffett Trip

Since 2006, SWS National has organized an annual trip to Omaha, Nebraska to meet with one of the greatest investors in the world. Each year, Mr. Buffett graciously hosts a 2-hour Q&A session with trip participants, followed by a private lunch with SWS members. Trip participants will also have the opportunity to tour Berkshire Hathaway companies and hear from leading business executives from various industries at a private SWS dinner.

Corporate Treks

Throughout each year, SWS National arranges Corporate Treks where participants will visit three to five companies in a day. Corporate Treks are designed to give members direct exposure to companies through learning about different professional fields and gaining exposure to an array of career paths. Participants will have the opportunity to expand their professional networks and learn about potential internship or full-time opportunities. Currently, SWS National organizes Corporate Treks in New York, Boston, Washington, D.C., San Francisco and Chicago.


SWS National Timeline

sept 29th

National Conference | Boston, Massachusetts