Institute Research Challenge

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The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world's top finance programs.

This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Society Los Angeles is proud to host the annual local level of the CFA Institute Research Challenge in Los Angeles.

About          Official Rules        Fact Sheet            Educational Resources

2018 Participating Universities

  • California State University, Dominguez Hills
  • Loyola Marymount University
  • Pepperdine University
  • Pomona College
  • University of Southern California

To be a future participant, please contact Anil Kapoor, CFA, or Jitendra Motwani, CFA, at IRC@cfala.org.

Schedule

  • Team Submission Deadline - November 10th, 2018
  • IRC Kick-Off Presentation/Call - November 17th, 2018
  • Subject Company Meeting/Call - December 14th, 2018 in Irvine, CA
  • Register with CFA Institute Deadline - TBA
  • Final Report Due - January 30th, 2019
  • Local IRC Competition - February 22nd, 2019 (2:30PM-7:00PM at the Millennium Biltmore Hotel)
  • Regional IRC Competition - April 23rd-24th, 2019 in New York
  • Global IRC Final - April 25th, 2019 in New York

2019 Subject Company

 

   TBA

 

2018 CFA Institute Research Challenge in Los Angeles Champions: University of Southern California Marshall School of Business

Volunteer Opportunities

Contact Jitendra Motwani, CFA, at  IRC@cfala.org.

Special Thanks to Our Sponsors!

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