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Special Event:  Research Challenge Finals

Event Description

Thursday, February 13, 2019
4:00 PM - 6:00 PM

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

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 Five Below, Inc. (NASDAQ): FIVE.

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.  Fourteen schools from around the region are submitting written reports on Five Below.  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 2019 Americas Regional Final of the CFA Institute Research Challenge.  The regional event will take place in April in New York City.  The regional champion will advance to the Global Final, which will be also be held in New York.

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. 

Click here to register.



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Education Topic


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2/13/2019 4:00 PM

End Time

2/13/2019 6:00 PM

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

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Click here to register.

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Content Type: MyCFA Calendar
Created at 1/28/2019 5:19 PM by
Last modified at 1/28/2019 5:19 PM by