CFA Institute Research Challenge

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

2024 Participating Universities

  • California Lutheran University
  • California State University, Dominguez Hills
  • California State University, Fullerton
  • California State University, Los Angeles
  • Loyola Marymount University
  • Pepperdine University

To be a future participant, please contact Steven Wang, CFA at


  • Team Submission Deadline - 
  • IRC Kick-Off Presentation/Call - October 13th, 2023
  • Subject Company Meeting/Call - November 17th, 2023
  • Register with CFA Institute Deadline - Click Here
  • Final Report Due - January 15th, 2024
  • Local IRC Competition - February 16th, 2024
  • Sub-Regional Kickoff - March 2024
  • Sub-Regional Video Presentations Due - TBD
  • Sub-Regional Advancement Announcement - TBD
  • Regional IRC Semifinals -  April 2024 (live virtual in Zoom)
  • Regional IRC Finals - April 2024 (live virtual in Zoom, will be live streamed for larger audience)
  • Global IRC Final - May 2024 (live in-person *Just Confirmed* in Warsaw, Poland.)

2024 Subject Company

2024 CFA Institute Research Challenge in Los Angeles Champions: Team A of California State University, Fullerton

Bryan Barton, Kyrstin Huxtable, Eric Ramos, Kenneth Sherb, Blake Wong 
Mentored by Derek Derman and Faculty Advisor Kelly Ko, CFA 

Volunteer Opportunities

Contact Caitlin Topkis at

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