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 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 tenth 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
  • Azusa Pacific University
  • California Baptist University
  • La Verne University
  • University of Redlands

 Subject Company

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Cubic Corporation (NYSE: CUB) is a technology-driven, market-leading provider of integrated solutions that increase situational understanding for transportation, defense C4ISR and training customers worldwide to decrease urban congestion and improve the militaries' effectiveness and operational readiness. The Company operates in three reportable business segments: Cubic Transportation Systems, Cubic Global Defense and Cubic Mission Solutions. Cubic Transportation Systems is a systems integrator of payment and information technology and services for intelligent travel solutions. Cubic Global Defense is a diversified supplier of live, virtual, constructive and game-based training solutions to the U.S. Department of Defense, other U.S. government agencies and allied nations. Cubic Mission Solutions provides networked C4ISR capabilities for defense, intelligence, security and commercial missions.  The Company's business segments share a common mission of increasing situational awareness to create enhanced value for its customers worldwide through common technologies.


Founded: 1951

Fulltime Employees: 5,600

Chairman, President & Chief Executive Officer: Bradley H. Feldmann


November 9, 2018 Register with CFA Institute
TBD Company Presentatoin
February 8, 2019 Final Report Due
March 1, 2019 Local Final Presentations (Chapman University)
April 23-24, 2018
Americas Regional (New York, USA)
​April 25, 2018 Global Final (New York, USA)​

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 2018 Local Champs

_MG_2747_edit (1).jpgCFAOC congratulate​s Chapman University for their great achievement at the 2018-2019 CFA Institute Research Challenge in Orange County, CA​   

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