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 CFA Institute Research Challenge in Southern California

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



Opus Bank. (NASDAQ: OPB) Opus Bank provides various banking products, services, and solutions for small to mid-sized companies, entrepreneurs, real estate investors, professionals, and high net worth individuals. It offers demand deposits, checking accounts, money market accounts, savings accounts, and certificates of deposit. The company also provides multifamily residential loans, commercial real estate loans, commercial business loans, small business administration loans, construction loans, and single-family residential and consumer loans; and loans and lines for working capital, expansion, acquisitions, consolidation, and transition. In addition, it offers financial and advisory services related to raising equity capital, targeted acquisition and divestiture strategies, general mergers and acquisitions, debt and equity financing, balance sheet restructuring, valuation, strategy, and performance improvement; and loan and depository services to other financial institutions, such as banks, thrifts, and credit unions. Further, the company provides commercial escrow services and facilitates tax-deferred commercial exchanges; and cash management and payment solutions, as well as fiduciaries. As of March 29, 2016, it operated 58 client experience centers, including 33 in California, 22 in the Seattle/Puget Sound region in Washington, 2 in the Phoenix metropolitan area of Arizona, and 1 in Portland, Oregon. The company, formerly known as Bay Cities National Bank, was founded in 1982 and is headquartered in Irvine, California.


Founded: 1982

Fulltime Employees: Approx. 661

CEO: Mr. Stephen H. Gordon

Last earnings call: October 19, 2016

Annual Report



October 21, 2016 Kickoff
February 17, 2017 Final Report Due
Interim Report Grading
March 10, 2017 Local Final Presentations (Chapman University)
April 6-7, 2017
Americas Regional (Seattle, Washington)
​April 28, 2017 Global Final (Prague, Czech Republic)​

 2016-2017 Local Champion

_MG_2747_edit (1).jpgCFAOC congratulate​s Chapman University for their great achievement at the 2016-2017 CFA Institute Research Challenge in Orange County, CA​   

Thanks to our sponsors!



 Volunteer Opportunities

Contact Chad Noorani, at or Ramin Modiri, CFA, at

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