CFA Investment Research Challenge
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When: Thursday, March 3rd
from 9:00 am to 6:00 pm
Where: A. P. Giannini Auditorium
555 California St
San Francisco, California  94104
United States
Contact: Dave Bolt

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The CFA Institute Research Challenge 

The CFA Institute Research Challenge (IRC) is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis.Students who participate in the Challenge gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations in-person to a panel of senior industry professionals. Students work in teams with other students (3 to 5 people), representing their university in the global competition, to research and analyze a publicly traded stock, sometimes even meeting face-to-face with company management.


This IRC is coordinated at the local level by CFA Societies, like CFA San Francisco.  Winners of the Regional Challenge are sponsored by the CFA Society of San Francisco to travel and compete at nationals in Denver, CO this year. 


Please share the CFA Society San Francisco Investment Research Challenge LinkedIn Group link. For the rules for this year's challenge, Click HereThe 2015-2016 Challenge is currently underway. Please contact Dave Bolt ( to participate.



  • Craig Ayers, CFA
  • William King, CFA
  • Matt Zuck, CFA

Final IRC Presentations 

On Thursday, March 3rd, we invite you to come cheer on the finalists from  5:00pm to 6:00pm.Those who join us a bit earlier will hear from a prominent member of San Francisco's investment community at a fireside chat beginning at 4:15pm.


9:00-11:15 am Careers in Finance Forum, sponsored by CFA Institute 
1:15-4:15 pm  Research Challenge, First Round 
4:15- 5:00 pm Fireside Chat
5:00- 6:00 pm Finals Presentations



A.P. Giannini Auditorium 

555 California Street

San Francisco 94104 


235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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