CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ ​

 University Outreach

​2016 - 2017 Research Challenge Kickoff

The Philadelphia competition of the CFA Institute Research Challenge officially kicked off on Thursday September 22nd with a luncheon and presentations at Hub Commerce in Center City.

Students, faculty, mentors and CFAP members gathered to network and to hear information on this year's Challenge.

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.

The Subject Company for the 2016 - 2017 Philadelphia Challenge is Axalta Coating Systems (NYSE: AXTA).  Axalta develops, manufactures and sells a wide selection of performance and transportation coatings around the world. Customers range from among the largest, global original equipment manufacturers (OEMs) to small, family-owned businesses.

Thanks to Chris Mecray, VP of Investor Relations at Axalta, for presenting at the kickoff.  Click here to view the presentation. 

M​embers interested in volunteering for the Challenge as a mentor or grader should contact Pete Conners, CFAP Executive Director, at

Best of luck to the student teams in the Challenge!​

CFAP Member Steve Lyons of Cooke & Bieler, presenting information to the students on writing a winning Research Paper

 CFA Society of 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, connection and inspiration;

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


​ ​