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”.

 

Participation Price

  • $ 0 = Investors (family offices, endowments, foundations, pensions, HNWI and other investors).

 

  • $2,000 = Investment Managers (Price is per participant, firms are allowed to have multiple participants, only one stock selection per participant).

 

  • $2,000 = Sponsors (Price is per participant, custom sponsorship packages are also available for a small group of sponsors).

 

 

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 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 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 investment managers a flat fee to participate in the events.

 

 

 

 

Contest Rules

 

 

 

​Allowed Securities and Exchanges

US stocks and ETFs traded on the NYSE, AMEX, NASDAQ and NYSEARCA

 

Buying Long - Market Cap and Minimum Share Price

The minimum market capitalization for stocks that you can purchase in this contest is $100 million and the stock price must be at least $5.00/share at the time of purchase. Adjusted closing prices as reported by YAHOO Finance will be used to calculate P&L on all long positions.

 

Short Selling - Market Cap, Minimum Share Price and Borrow

The minimum market capitalization for stocks that you wish to short in this contest is $5.0 billion and stock price must be at least $5.00/share at the time of taking a short position. For the ease of calculation, there will be no fees or interest related to the borrow. Adjusted closing prices as reported by YAHOO Finance will be used to calculate P&L on all short positions.

 

Inverse or Leveraged ETFs

Inverse or Leveraged ETFs are not permitted in this contest.

 

Start and End Dates

Portfolio valuations begin with closing prices on Tuesday, September 1, 2020 and end with closing prices Monday, November 30, 2020. All participants will hold their single position for the exact same period of time.

 

Stock Prices

P & L is tracked in real time based on the last trading price while the session is open, and based on the official settlement price as reported by YAHOO Finance as the Adjusted Close, which account for both dividends and splits. The final settlement price used to determine the contest winners, is the official day session settlement price as reported by YAHOOS Finance. No after-session prices are used to calculate P & L or contest winners.

 

Stock Splits, Dividends and other Corporate Actions

Most stock splits, dividends, and other corporate actions reported by the news wires will be accounted for after the markets have closed and prior to the next market opening. These situations may cause account values to be misrepresented until the reconciliations occurs, typically within three business days.

 

Stock Cease

If a stock ceases to be actively traded, the price assigned to the stock will be its closing price on the last day of trading.

 

Ties

If there is a tie for first or second place then all participants will be adjusted accordingly. For instance, if two participants selected the same stock and tied for first place, then those two individuals would take the first and second place slots and the next highest return would receive third-place. If there is a tie for third-place, the two individuals involved in the tie will both have the opportunity to present on the TABOR-hosted video conference call. If more than two people tie for third place after any adjustments, then the two entrants with the most accurate prediction of the Dow Jones Industrial Average at the close of the stock market on November 30, 2020, will be deemed the third-place co-winners and receive the video conference call presentation slots.

Important Dates

  • August 28, 2020            Registration deadline for all participants

 

  • August 28, 2020            Payment is due from investment managers

 

  • August 31, 2020            One stock selection is due from each participant

 

  • September 1, 2020         Closing market stock prices will be used to determine your starting value

 

  • November 30, 2020       Closing market stock prices will be used to calculate contest performance

 

  • December 4, 2020          Contest winners will be announced via email

 

  • December 11, 2020         Video conference call with the contest winners and the TABOR investor network

 

 

TABOR Overview

TABOR Capital Conferences and the TABOR Family Office Conference were both launched in 2012 by Troy Johns. TABOR has hosted 13 physical conferences and one virtual event over the past eight years. The firm’s key objective is to bring elite investment managers together with family offices in small forums that allow for meaningful discussions and the opportunity to foster new relationships. TABOR’S goal is to host small, specialized conferences that are beneficial for all attendees and ultimately provide value after the completion of each event. All attendees are hand-selected to ensure the highest quality and attendance is strictly capped at 50 family offices, 25-30 investment managers and typically zero service providers.

 

 

 

The Fine Print

Participation in the TABOR Best Ideas Stock Challenge is by invitation only. Request for participation does not guarantee an invitation.

 

This is a simulated stock challenge. It is not the real stock market. Paying participants can only win the specified presentation slot as a result of participation in this contest, the stock you select to trade is virtual and has NO CASH VALUE.

 

All content distributed in conjunction with the contest is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial or other advice. Nothing contained in this document or other content distributions by TABOR or TABOR Capital Conferences, LLC constitutes a solicitation, recommendation, endorsement or offer by TABOR or TABOR Capital Conferences, LLC. This contest will be governed by US Law.

 

Participants, by registering for this contest, agree to release, indemnify and hold harmless TABOR, TABOR Capital Conferences, LLC their affiliates, and each of their employees, directors, officers, representatives, contractors, agents, sponsors and advertisers, from any and all liability, loss, damage, costs or claims related to any allegation regarding participation in this contest.

 

Investors' names and contact information will NOT be shared with others unless an individual investor makes a specific introduction request. Participants paying $2,000 to participate in this contest agree to allow use of their names, firm names and any information provided on the registration form, in any medium of communication, including print, internet, email and for any purpose, including editorial, advertising, promotional or other purposes, by TABOR, TABOR Capital Conferences, LLC its affiliates or sponsors, without compensation, except where prohibited by law.

 

If for any reason the Internet-related portion of this contest is not capable of running as planned, including infection by computer virus, tampering, fraud, technical failure or any other cause which corrupts or threatens the administration, security or integrity of the contest, TABOR and TABOR Capital Conferences, LLC reserves the right, in its sole discretion, to terminate or suspend the contest or any portion of the contest. ANY ATTEMPT TO DAMAGE OR UNDERMINE THE FAIR AND LEGITIMATE OPERATION OF THIS CONTEST WILL RESULT IN DISQUALIFICATION FROM THE CONTEST.

 

By participating in the Contest, you agree to the decisions of TABOR and TABOR Capital Conferences, LLC which will be final in all matters relating to this Contest. TABOR and TABOR Capital Conferences, LLC reserves the right to cancel this Contest or amend these Official Rules.