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Special Event:  Research Challenge Finals

Event Description

Join us for the Philadelphia-area competition of the CFA Institute Research Challenge, where four local university-sponsored teams will present their investment research to a panel of judges.  This exciting event will be held at the prestigious Union League of Philadelphia.  The subject company for this year's Challenge is Safeguard Scientifics (NYSE: SFE).

The goal of the CFA Institute Research Challenge is to teach best and ethical practices in equity research through a real-world experience to the next generation of investment professionals.  Fifteen schools from around the region are submitting written reports on Safeguard.  A team of CFAP volunteer graders will determine the four finalist teams with the highest scores.  The four top teams will present at the Union League.  

The winner of the Philadelphia Finals competition will move on to the 2017 Americas Regional Final of the CFA Institute Research Challenge.  The Regional event will take place in April in Boston.  The regional champion will advance to the Global Final, which will be held in Seoul, Korea.

Past Philadelphia Research Challenge Champions include University of Delaware, Temple University, St. Joseph's University, Ursinus College, University of Pennsylvania and Villanova University.

This is a free event for participating school students, faculty, volunteers, CFAP members and guests. 

Thank you to our sponsor of the Challenge:




Event Type

Society; Educational

Education Topic

Equity Investments; Leadership, Management, and Communication Skills; Performance Measurement and Evaluation

Start Time

2/15/2018 4:00 PM

End Time

2/15/2018 6:30 PM

Event City


Event State/Province


Location Info

The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA  19102​

CE Credits


Member Price


Non-Member Price


Candidate Price



Click here to register. 

All Day Event





Content Type: MyCFA Calendar
Created at 1/19/2018 4:29 PM by
Last modified at 1/19/2018 4:31 PM by