The CFA Investments Challenge, 2013-14

2013-14. The current team is Paul Chadwick, Brian Dalby, Autumn Davis, Eric Lundby, Karl Maes.

The 2013-14 Team Report (Callaway)

The 2013-14 Team Presentation

The 2013-14 Judges Reports (Judge-1, Judge-2, Judge-3, Judge-4

The announcement.

Hello Professors!

Happy to announce the CFA Institute Research Challenge is up and running again this year, I’ll be taking over the coordination of the event from Mike Ladd.   Our winners this year will travel to Denver for the North American regional and then on to the finals which are being held in Bangkok Thailand.

Last year, we had five teams from our local universities competing: SDSU (2012 and 2013 winner), UCSD (2011 winner), USD (2010 winner), CSUSM and PLNU.   All teams did well last year, and we’re excited to build on this experience for this year.  All five schools are invited to bring back a team this year.    If you plan to bring a team this year, please let me know by Friday, Oct. 11 – you do not necessarily have to have your team formalized by that date.  If you need help in putting together a team, let me know and I will help you.

We are finalizing the arrangements with the subject company and I’ll let everyone know when we get it finalized.

Complete information about the challenge is available on the CFA Institute website:

The winning presentations are available also, and they are very worthwhile to watch if you get a moment.

Our preliminary timeline for the 2013-2014 San Diego-level competition is as follows:

10/28/13: Kick-off meeting (to be held in the early-evening most likely on SDSU Campus)

Week of November 4th: Company presentation to teams

01/30/14: Papers due

02/19/14: Local final
The global schedule for competition can be found via the following link:

Regional and Global Competition Schedule

Event Date Location
Americas Regional 18-19 March 2014 Grand Hyatt Denver – Denver, Colorado, USA
EMEA Regional 1-2 April 2014 Meliá Milano – Milan, Italy
Asia Pacific Regional 23-24 April 2014 The Westin Grande Sukhumvit, Bangkok – Bangkok, Thailand
Global Final 25 April 2014 The Westin Grande Sukhumvit, Bangkok – Bangkok, Thailand
Looking forward to  another great year with the Research Challenge!!

Tim Dooling, CFA

Analytic Firepower LLC
7911 Herschell Ave, Suite 204
La Jolla, CA 92037

858 775 9277


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