Final Presentation

Finance Project — Asset Management

Authors
Affiliation

Prof. Dr. Andre Guettler

Institute of Strategic Management and Finance, Ulm University

Oliver Padmaperuma

Institute of Strategic Management and Finance, Ulm University

Overview

Date: 1 July 2026, in class. Format: 20-minute group presentation + 5 minutes Q&A. Submission of slides: PDF, packaged inside the same project zip submitted by 30 June 2026, 18:00. Group size: 3 students. Weight: 50% of the final grade. The other 50% is graded on the project report — see the project brief.

This is your chance to show what your strategy actually does on the Polymarket subset — and to defend the choices you made along the way.

Format

  • Strict 20 minutes: we time it. Plan for ~15 slides.
  • One presenter is fine; rotating speakers is fine — all three team members must be visibly part of the delivery.
  • 5 minutes Q&A afterwards: questions from peers first, then us.
  • Slot order is drawn at random at the start of class so all groups are equally prepared.

What we expect to see

Section Slides Content
Question 1 One-sentence research question. Why prediction markets, why this category, why now.
Data 1–2 Snapshot version, universe rules, exclusion stats. One headline figure.
Indicators 3–4 Walk through your indicator menu — at least 5–7. State formula and intuition tersely; let figures do the talking.
Methodology 1–2 Estimator (Ridge / Lasso / EN), CV scheme, walk-forward design, trading rule, transaction-cost assumption.
Results 3–4 Cumulative P&L, hit rate, Sharpe-like metric, the one figure that sells it.
Robustness 1–2 Held-out cohort, sensitivity to hyper-parameters, where the strategy breaks.
Reflection 1 One slide on what you’d do differently if you had another month.

Slide-design hints

  • One idea per slide. If a sentence belongs on two slides, split.
  • Tables: booktabs style — three rules and three rules only (top, header, bottom). No inner borders.
  • Figures: caption every figure with a one-line takeaway, not a description of the axes.
  • No code on slides unless it’s the one line that makes a point. Code lives in the Rmd.
  • Cite your data and external sources in a small footnote on the first slide that uses them.

Submission of the slides

Slides are submitted as PDF, inside the same project zip as the Rmd and report — see the project brief for the zip naming and email recipients.

Bring the slides to class on a USB stick + cloud link as a fallback. We provide the laptop / projector.

Grading rubric

Criterion Weight
Clarity (one idea per slide, captioned figures, tight time-budget) 30%
Empirical content (the methodology and results are correctly summarised from the report) 30%
Critical reflection (limitations, robustness, honest discussion of what doesn’t work) 25%
Q&A handling (responsive, candid, distributes across team members) 15%

Honor code

By presenting this project, you confirm that the work is your group’s own and that all sources — including AI assistance — have been disclosed in the project report.