CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies



 Special Events

University of Delaware win the 2018 CFAP Research Challenge Finals


Just weeks after the Philadelphia Eagles scaled through the series of play-offs and clinched the erstwhile elusive Super Bowl, another epic clash of champions took place right here in Philadelphia. Thursday, February 15, 2018 witnessed the Finals of the 2018 CFAP Research Challenge and the event lived up to the expectation of all who were privileged to grace this occasion. Hosted at the Library Lounge of the prestigious Union League of Philadelphia, this year’s edition had four of the top Universities slug it out for who would represent the Philadelphia Area in the Americas Regional Finals of the CFA Research Challenge; the four teams were from University of Delaware as well as Temple, La Salle and Villanova Universities.

Prior to the formal commencement of proceedings for the evening, guests mingled while the teams took the opportunity to squeeze in some final practice. Likewise, the judges for the evening, Ed Hickey, CFA, Bud Haslett, CFA and Kelley McKee, CFA, took their seats​ and prepared themselves for what would end up being an exciting evening. The anticipation soon gave way as Sean Heberling, CFA, offered a welcome remark that kicked off the competition. In order to maintain fairness, the teams had to cast lots for the order of the presentation of their research findings about Safeguard Scientifics, Inc (SFE). With the four teams giving two sell, one hold and one buy recommendations for the stock, it was clear to the audience that the judges had their work cut out for them.




​The victorious University of Delaware team flanked by their Advisor and Mentor.

​The round of presentations was followed by a cocktail and networking session, while the judges deliberated, hoping to the reward the best team with their much deserved crown and tickets to Boston for the Regional finals. The time then arrived, the winner of the 2018 CFAP Research Challenge was to be announced, Sean Heberling, CFA, first thanked all the teams, mentors, judges and volunteers for their efforts towards the success of this year’s competition, and then, for the second year in a row, the University of Delaware was named the winner of the competition. The Delaware team was ecstatic and did not completely grasp the fact that their team had won the competition until the Award Trophy was presented to them by Mike Neely, CFA.

CFA Society Philadelphia wishes to again congratulate University of Delaware on their victory, and wish the team all the best in the Regional Finals.


CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.



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