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Global Investment Research Challenge in Southern California

Global Investment Research Challenge in Southern California. Academic Year 2010-2011. About the CFA Institute.

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Global Investment Research Challenge in Southern California

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  1. Global Investment Research Challenge in Southern California Academic Year 2010-2011

  2. About the CFA Institute CFA Institute (CFAI) is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. Serving over 100,000 members worldwide, CFAI promotes the highest ethical standards and offers a range of educational opportunities online and around the world. With its member societies, CFAI offers a range of educational programs and services for its members, program candidates, investors, employers, institutions, and the press.

  3. CFALA, CFAOC and the GIRC Partnership CFA Society of Los Angeles (CFALA)- Established in 1931, the CFA Society of Los Angeles is a network of investment management professionals in the greater Los Angeles area serving nearly 2,000 members. The mission of the Society is to provide access to information, expertise and personal interaction to further members' professional development and to promote the value of the profession and the CFA designation. www.cfala.org CFA Society of Orange County (CFAOC)- Established in 1983, the CFA Society of Orange County is the premier association for financial analysts and investment professionals in Orange County serving over 400 members. The mission of the society is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct. www.cfaoc.org GIRC Partnership- CFA Institute member societies of Los Angeles and Orange County have partnered to present the Global Investment Research Challenge in Southern California, offering the winning team the opportunity to represent Southern California in the Americas regional Global Investment Research Challenge scheduled for April 7, 2011 in Omaha, NE.

  4. Global Investment Research Challenge • Purpose: Teach best and ethical practices in equity research through a real-world experience to the next generation of investment professionals. • Challenge Components: • The Global Investment Research Challenge is composed of university teams of three to five students who are mentored by industry professionals in writing an equity research report on a publicly traded company. • Analysis of a Public Company • Teams research a publicly traded company. Company management presents to the teams and participates in a Q&A session. • Mentoring by a Professional Research Analyst • Each team works with a CFA charterholder who mentors the team during the research process and reviews and critiques its report. • Writing a Research Report • Each team produces an Initiation of Coverage report on its chosen company. The report is reviewed and scored by a group of judges. • Presentation of Research to a High-Profile Panel of Experts • Teams present their research to a panel of experts from top financial institutions. The team with the highest combined report and presentation score is the winner • Advancement to the CFA Institute Global Challenge • The winners of local competitions advance to compete against teams within their geographic region, culminating in a global finale competition.

  5. Global IRC Network 2011 (projected) Americas + New York: • 45 Challenges • 250 Universities Asia Pacific: • 16 Challenges • 140 Universities EMEA: • 20 Challenges • 100 Universities 2010 Americas + New York: • 30 Challenges • 200 Universities Asia Pacific: • 16 Challenges • 140 Universities EMEA: • 14 Challenges • 90 Universities

  6. Global IRC in Southern California- Participants Meixi Chen Ada Del Rosso Amir Ganaba Richard Graham Alyson Laux Jeff Grampp Al Lopez SherilynBogatz Mason Waite Dan Chudleigh Tiffany Ketterer Giang Tran Mirjam Weber Peter Gunther Jacky Lee Emma Ji Jared Oren Robert Arvizu KaustubhKulkarni KshitijAgrawal Austin Hall James Stamatelos Jesse Sotelo Neil Mandalia Michael Hill

  7. 2011 Tournament Diagram Global IRC Finals 14 Teams EMEA Regional • 16 Teams • New York • Regional 16 Teams Asia Pacific Regional 29 Teams Americas Regional Global IRC in Southern California Winner

  8. 2011 Timeline Southern California Final 25 February 2011, Orange County, CA Americas Regional Final 7 April 2011, Omaha, NE 5th Annual Global Challenge Finals 8 April 2011, Omaha, NE

  9. 2011 Research Target Western Digital Corporation (NYSE: WDC) 20511 Lake Forest DriveLake Forest, CA 92630-7741

  10. Contact: admin@cfaoc.org Questions • GIRC Committee Members • Deirdre Perez, CFA • 310.902.8798 • Todd Richey, CFA • 714.330.4772 • Dave Hutchison, CFA • 949.553.0313 • Jeff Shekell • 773.934.4511 • Scott Thomson • 949.355.4605

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