Never let a good crisis to to waste.

​- Winston Churchill

TABOR

Best Ideas Stock Challenge

Contest Overview

  • Each participant will select one stock or ETF for this three-month investment contest (Sept. 1st – Nov. 30th).

 

  • The top three performing investment managers will receive a speaking opportunity in front of the TABOR investor network via a video conference call in December, 2020.

 

  • Individual performance results, as well as participant class (investors, managers and sponsors) portfolios will be tracked and graphed for distribution via a weekly email.

 

  • Investors’ performance will be displayed with a handle instead of an actual name for privacy reasons.

 

  • Investment managers’ contact information will be available and displayed on the weekly emails

 

  • There will be no trading or work to be done after your initial stock or ETF selection.

 

  • The cost to participate is $2,000 for sponsors and investment managers who run outside money.

 

  • NO charge for investors.

 

​You don’t have to be an equity manager to play. With all the volatility, COVID and the upcoming election, anyone can win this game!

Prizes

  • Investor Class – Top five places will each receive an iPad mini

 

  • Investment Manager Class

    • Top three places will present to the TABOR network of family offices and other investors

    • Fourth and fifth places will each receive an iPad mini

 

  • Sponsorship Class – Top three places will each receive an iPad mini

 

Investors, Please Join Us

You don’t have to be a professional money manager to participate. All investors in the TABOR network are also invited to compete at no charge in the contest with the same set of rules as the investment managers. The actual names of investors will not be disclosed, investors will be asked to provide a “Handle”, which will allow each investor to see their contest performance in the weekly updates. Only you (and TABOR) will know your “Handle”.

 

 

Benefits for the Investment Managers

 

  • For less than the cost of one business trip, TABOR invites you to play in a very simple stock market challenge with the family offices and other investors in the TABOR network.

 

  • TABOR will invite over 1,000 family offices and several hundred other investors to join this event. This is an opportunity to get in front of the entire TABOR investor network on a weekly basis for three months.

 

  • Family offices typically invest with people that they get to know and trust. I’ve been hosting the TABOR Family Office Conference for eight years and 85% of our repeat family offices at our most recent conference invested with at least one manager met at a previous TABOR Family Office Conference.

 

  • Placing in the top three of this contest (and earning a speaking slot) would be phenomenal; however, I think the real value of this contest is more about the comradery and buzz that will be generated via the contest itself. TABOR will also distribute weekly update emails with individual performance, as well as the performance for each portfolio class, which will create a healthy rivalry between the family offices/investors, investment managers and the sponsors.  

 

  • At the conclusion of the contest, the top three investment managers in addition to all investment managers that generated a return of 100% or more will be asked to join a TABOR-hosted video conference call, where these individuals will present to the TABOR investor audience for 20 minutes each. All TABOR investor contacts will be invited to join the call.

 

  • The fourth and fifth place winners in the Investment Manager Class will each win an iPad mini.

 

  • Your contact information, firm name, website address and stock selection will be made available to investors in the weekly update email.

 

  • Your one-/two-page firm overview will also be available via our secure website for TABOR investors that attest and meet the necessary “Accredited Investor” and “Qualified Client” representations at the time of registering for this event. Only the qualified investors will have access to the investment managers’ marketing materials.

 

  • TABOR will always coordinate introductions at the request of the investors.

 

  • The Challenge will be simple and fun! Pick one stock or ETF (long or short) for the three-month challenge. No work or trading to be done once you make your single selection. TABOR will track the performance and send out the weekly updates.

 

 

 

 

 

 

 

 

 

Benefits for the Sponsors

  • This is a cost-efficient opportunity to get in front of the entire TABOR investor and investment manager network on a weekly basis for three months.

 

  • The top three winners in the Sponsorship Class will each win an iPad mini.

 

  • TABOR will invite over 1,000 family offices, several hundred other investors and over 3,000 investment managers to join this event.

 

  • Your contact information, firm name, website address and stock selection will be made available to all investors and investment managers in the weekly update email.

 

  • Your logo will be included on all contest materials and website if your firm registers two or more participants in the contest.

 

  • Weekly updates will be emailed to all contest participants and investors in the TABOR network.

 

  • Custom sponsorship packages can also be designed for a small group of sponsors.

 

  • The Challenge will be simple and fun! Pick one stock or ETF (long or short) for the three-month challenge. No work or trading to be done once you make your single selection. TABOR will track the performance and send out the weekly updates.

Benefits for the Investors

  • Top five Investor Class winners will each receive an iPad Mini.

 

  • Efficient method of identifying a number of elite investment managers and their best investment ideas.

 

  • You will have the ability to pull down the managers’ one-/two-page overviews from the TABOR website.

 

  • You can decide to contact investment managers on your own or TABOR is always happy to make introductions at your request.

 

  • TABOR will never share your contact information with others unless directed by you.

 

  • The Challenge will be simple and fun! Pick one stock or ETF (long or short) for the three-month challenge. No work or trading to be done once you make your single selection. TABOR will track the performance and send out the weekly updates.

 

  • TABOR does not have any products or services to solicit to investors. The TABOR Family Office Conference and this Stock Challenge charge managers a flat fee to participate in the events.