TD Ameritrade is ready to teach Byron Nelson High girls a tasty case study!

TD Ameritrade is ready to teach Byron Nelson High girls a tasty case study!

This week, we’ve been in Dallas/Ft. Worth training our awesome TD Ameritrade volunteers on the tasty case study their be instructing. Our girls will be comparing to two very popular donut company’s stocks – Krispy Kreme and Dunkin Donuts.

Byron Nelson High School

Byron Nelson High School

Maura Cunningham with our TD Ameritrade volunteers

Maura Cunningham with our TD Ameritrade volunteers

We spent Wednesday and Thursday doing the training.

Our students at Byron Nelson High School will be looking at the differences in the Krispy Kreme and Dunkin Donuts stocks. Over the four weeks, they’ll be working in groups to researching and present a Google Slide presentation on which stock they think Jane (our fictional character who’s looking to invest) should invest in.

By the end of the classroom sessions, our girls will be able to do the following:

  • Analyze a company’s decisions and in turn base their investment decisions based off of what they’ve read in their research.
  • Hold a conversation about the articles they read.
  • Debate with their group mates and pitch their ideas to the group – collaborate to make a cohesive argument.
    Discuss their decision about where to invest Jane’s money in the large group setting.
  • Work under time pressure.
  • Evaluate the standing of a company and generate suggestions about the growth trajectories of each company and make an investment recommendation for Jane.
Our TD Ameritrade volunteers

Our TD Ameritrade volunteers

Our TD Ameritrade volunteers are very excited

Our TD Ameritrade volunteers are very excited

TD Ameritrade volunteers will be conducting a 4 week case study

TD Ameritrade volunteers will be conducting a 4 week case study

As you can imagine, all of this talk about donuts can make you hungry. We were! So what did we do? We headed to the Krispy Kreme store nearby and picked up some delicious donuts.

Krispy Kreme

Krispy Kreme, here we come!

Krispy Kreme is ready for Halloween!

Krispy Kreme is ready for Halloween!

We couldn't resist getting some of the Halloween donuts

We couldn’t resist getting some of the Halloween donuts

As you can see, we couldn’t resist getting some of the festive Halloween donuts that Krispy Kreme was offering.

So what sweet company do you think our girls will decide Jane should invest in? Will it be Krispy Kreme or Dunkin Donuts?

Our “Wall Street Experiences” cap off a great Fall 2015

Our “Wall Street Experiences” cap off a great Fall 2015

We always say here at Rock The Street, Wall Street that if these girls can SEE it, they can BE it. From the comments we received on our surveys, taking these young female students to various financial institutions really broadened their minds on what it looks like to work in the financial services field.

We started our field trips in Chicago, on Friday, October 23 at Ariel Investments, in the beautiful AON Building. A highlight was touring the Trading Floor, and meeting with Cheryl Cargie, Head Trader.

Next up, UBS in Nashville on Friday, October 30. We made a round table discussion with women leaders at UBS work with over 40 RTSWS students. It was a packed house, but the girls had very candid discussions with women there, including a video chat with the chairwoman of UBS’s women’s group All Bar None Americas in New York City.

We launched this fall in New York City, and we were thrilled to take our Zone 126 Long Island City High School girls to Morgan Stanley in midtown Manhattan on Friday, November 6. The girls had a tour of the Trading Floor at Morgan Stanley, then sat down for a discussion with female financial professionals there. From the comments we received, learning about their backgrounds and education made our girls realize they they could pursue a potential career in the financial industry.

Finally, we ended our Field Trips in Memphis at FTN Financial on Tuesday, November 10. The girls had a tour and a panel discussion with women leaders in Treasury Management, Loan Support Services, Investor Relations, Client Credit Risk, and Auditing.