Sign In


 CFA Institute Research Challenge in Orange County

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 Orange County is proud to host its fifth season of the CFA Institute Research Challenge.

 Participating Universities

  • California Polytechnic State University, Pomona
  • California State University, Fullerton
  • California State University, Long Beach
  • Chapman University
  • University of California, Riverside​
  • University of California, Irvine

 Subject Company

Sabra Health Care REIT, Inc.jpg 

Sabra Health Care REIT, Inc. (NASDAQGS:SBRA) Sabra Health Care REIT, Inc., operates as a self-administered, self-managed real estate investment trust that, through its subsidiaries, owns and invests in real estate serving the health care industry. Sabra's more than 500 skilled nursing, senior housing, hospitals and other health care assets are operated by 73 high-quality regional and local care providers that share Sabra's passion for excellent care.

Our background as operators is a key component to our ongoing success and the ongoing success of our operating partners. Our ability to identify and provide capital and operational expertise to health care providers who have the know-how and resources to succeed in our dynamic industry has been the foundation of Sabra's growth. This is what separates Sabra from our peers and drives long-term value for our shareholders. The company is based in Irvine, California.


Founded: 1982

Fulltime Employees: Approx. 14

CEO: Richard K. Matros


November 3, 2017 Kickoff
January 19, 2018 Final Report Due
Interim Report Grading
February 9, 2018 Local Final Presentations (Chapman University)
March 19-20, 2018
Americas Regional (Boston, Massachusetts, USA)
​April 20, 2018 Global Final (Kuala Lumpur)​

 ‭(Hidden)‬ Image Viewer

 2018 Local Champs

_MG_2747_edit (1).jpgCFAOC congratulate​s Chapman University for their great achievement at the 2017-2018 CFA Institute Research Challenge in Orange County, CA​   

Thanks to our sponsors!