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           Sponsorship Opportunities        Educational Resources

2017 Participating Universities

  • California Polytechnic State University, San Luis Obispo
  • Loyola Marymount University
  • Pepperdine University
  • University of Southern California

To be a future participant, please contact Anil Kapoor, CFA or Jitendra Motwani, CFA at


2017 Subject Company

    Bed Bath & Beyond Inc. (NASDAQ: BBBY)

Bed Bath & Beyond Inc., together with its subsidiaries, operates a chain of retail stores. It sells a range of domestics merchandise, including bed linens and related items, bath items, and kitchen textiles; and home furnishings, such as kitchen and tabletop items, fine tabletop, basic housewares, general home furnishings, consumables, and juvenile products. It also provides various textile products, amenities, and other goods to institutional customers in the hospitality, cruise line, healthcare, and other industries. The company operates stores under the Bed Bath & Beyond (BBB); Christmas Tree Shops; Christmas Tree Shops andThat! or andThat! (CTS); Harmon or Harmon Face Values (Harmon); buybuy BABY (Baby); and World Market, Cost Plus World Market, and Cost Plus (Cost Plus World Market) names. As of February 27, 2016, the company had a total of 1,530 stores, including 1,020 BBB stores; 276 stores under the names of Cost Plus World Market; 105 Baby stores; 78 stores under the CTS names; and 51 stores under the Harmon names in 50 states, the District of Columbia, Puerto Rico, and Canada, as well as through,,,,,,,,, and Websites. In addition, it operates that offers personalized gifts. Bed Bath & Beyond Inc. was founded in 1971 and is based in Union, New Jersey.

2017 CFA Institute Research Challenge in Los Angeles Champions: University of Southern California Marshall School of Business

Volunteer Opportunities

Contact Jitendra Motwani, CFA, at

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