CFA Society Australia

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Sydney, NSW
CFA Society Australia

Representing over 3,500 CFA charterholders and 5,000 CFA Program candidates in Australia.

CFAS is a member-focused organisation, run by a group of dedicated volunteers elected by the members. Our society is an association of local investment professionals engaged in a wide variety of roles including corporate finance, portfolio management, security analysis and investment advice. We aim to promote the highest ethical and professional standards within the investment industry.

04/09/2026

🎯 There is no single route into a career in investment.

Whether your journey starts straight from university, follows a career change, or evolves alongside family and professional commitments, every path offers valuable lessons.

Join Julia Lee (Investment Director, Shaw and Partners Asset Management), Rob Huth, CFA (Chief Investment Officer, DR Capital) and Claire Mortoni, CFA (Founder & Strategic Advisor, CVX Advisory), for an engaging panel discussion exploring the experiences, decisions and defining moments that shaped their careers in investment.

Hosted by Bei Bei Hu, CFA (Principal Advisor, IGO Limited), this session will provide practical insights for those looking to build a rewarding and sustainable career in the industry.

Key takeaways:
✔️ Different pathways into and through the investment industry
✔️ Strategies for navigating career transitions, study and family commitments
✔️ Practical lessons from investment leaders on building a rewarding long-term career in investment

📅 Wednesday, 23 September
🕛 5:30pm - 7:30pm
📍 Dexus Place, Perth
🎟️ Open to everyone
🔗 Register now: https://web.cvent.com/event/5f941dd4-88b8-4b4b-b942-9bd0a80b25cc/summary

03/09/2026

📈 As private market allocations grow, so does the importance of getting valuations right.

Join us for this webinar exploring the judgement calls, governance considerations and valuation risks that can influence investment outcomes, performance reporting and stakeholder confidence.

Drawing on real-world transactions and valuation disputes, Courtney Roe (Partner, Deals, McGrathNicol) and Matthew Gold, CFA (Director, McGrathNicol) will share practical insights into key valuation risks in private markets, how forecasts, methodologies and market assumptions shape outcomes, and the role of governance, independence and professional judgement in robust valuations.

Hosted by Anuk Manchanda, CFA, CPA (Director, InterFinancial - Clairfield Australia) this timely discussion will also unpack practical lessons from real-world valuation disputes and transactions.

📅 Thursday, 24 September
🕛 12:00pm - 1:00pm (AEST)
📍 Online via Zoom
🎟️ Open to everyone
🔗 Register now: https://web.cvent.com/event/aee662d8-cd7a-4625-94d4-d6529e469c9e/summary

02/09/2026

⚡ Critical minerals are becoming impossible for investors to ignore.

From EVs and renewable energy to advanced technologies, demand is accelerating and reshaping global markets.

Join us for this timely webinar to explore the opportunities, risks and investment considerations driving the sector.

📅 Thursday, 10 September
🕛 12:00pm - 1:00pm (AEST)
📍 Online via Zoom
🎟️ Open to everyone
🔗 Register now: https://web.cvent.com/event/d254e0eb-9e52-4989-8c66-8786dc9bdb20/summary

02/09/2026

⏳ Final spots remaining for this exclusive breakfast session for investment professionals.

Join Vance Serchuk (Partner and Executive Director, KKR Global Institute) for a timely discussion on the geopolitical developments shaping markets, industries and investment portfolios worldwide.

📅 Thursday, 10 September
🕥 7:45am - 8:45am (breakfast included)
📍 Dexus Place, Sydney
🎟️ Open to everyone
🔗 Final spots remaining. Register now: https://web.cvent.com/event/4b9a5ba8-8ffe-4c17-87ad-d8b98a50d118/summary

01/09/2026

Three global perspectives. One day of investment insights.
This October, the CFA Society Australia Investment Conference brings together leading thinkers to explore some of the forces reshaping investment markets and the profession.

Hear from keynote speakers:
🌏 Hagai M. Segal – Geopolitical, Middle East and Counter-Terrorism Expert
📊 Mona Naqvi – Managing Director, Research & Policy Center, CFA Institute
🤖 Will Liang – Chief Executive Officer, Amplify AI Group

From geopolitics and the future of the investment profession to the growing influence of AI, AIC2026 will give investment professionals fresh perspectives on the issues shaping the industry.

Join us individually or bring your team for a day of learning, professional development and industry connection.
📅 29 October 2026
📍 Park Hyatt Melbourne

Early Bird registration is now open – register and save.
🔗 https://web.cvent.com/event/d195b171-7140-47e3-b807-ba3ca106a92c/summary?RefId=orgsocial

31/08/2026

🤝 An evening that showcased the power of connection within Melbourne's investment community.

Last week, our VIC Chapter brought together members from across Melbourne’s investment profession for an evening of conversation, connection and catching up with peers.

It was fantastic to see so many familiar faces - and new ones - exchanging ideas, expanding their networks and building relationships beyond the day-to-day.

We were also pleased to welcome Unnat Kohli, CFA (Director, Strategic Partnerships, APAC, CFA Institute), who joined us for the evening and spent time connecting with members.

Events like these are a great reminder of the value of being part of a professional community: creating opportunities to meet, share perspectives and build relationships that can extend well beyond the room.

Thank you to everyone who joined us and made the evening such a success. We look forward to bringing our VIC Chapter community together again soon.

30/08/2026

What opportunities are leading CIOs seeing ahead and how are they navigating the risks reshaping investment markets?

Join us at the Australian Investment Conference 2026 for an interactive Chief Investment Officer Forum, featuring:

• John Pearce, CIO, UniSuper
• Martin Crabb, CIO, Shaw and Partners
• Kylie Willment, CIO, Mercer Pacific
• Moderated by Cassandra Crowe, CFA

Hear how these investment leaders are thinking about the road ahead, where they see opportunity and how they are responding to an increasingly disrupted investment environment.

Whether you’re an investment professional looking to sharpen your thinking or an employer investing in your team’s professional development, this is a conversation not to miss.

📅 29 October 2026
📍 Park Hyatt, Melbourne

Register for AIC2026 today: https://web.cvent.com/event/d195b171-7140-47e3-b807-ba3ca106a92c/summary?RefId=orgsocial

27/08/2026

What will define the investment profession over the next decade?

As we celebrate 30 years of CFA Societies in Australia, we’re also looking ahead.

Technology and AI are changing how investment professionals work, but human judgement, adaptability, ethics and trust remain as important as ever.

In The Future of the Investment Profession, members of our community share their perspectives on the opportunities and challenges ahead – and what it will take for investment professionals to continue delivering value in a rapidly changing world.

🎥 Watch the video and join us as we look to the future of our profession.

27/08/2026

🍸 Spend an evening with Perth's investment community.

Join fellow CFA Society Australia members and CFA Program candidates for a relaxed networking event. Exchange perspectives, build new connections and engage with peers who share a commitment to professional excellence in the investment profession.

🗓️ Thursday, 3 September
🕙 5:30 - 7:30pm
📍 Pirate Life Perth
🎟️ Free and exclusive for CFA Society Australia members and CFA Program candidates
🔗 Register now: https://web.cvent.com/event/407877e7-409f-4782-bc03-bccb843b1de2/summary

A strong professional network is built over time. As a CFA Society Australia member, you'll have access to opportunities to connect with industry peers, broaden your perspectives and build valuable relationships across the investment profession.

🌟 Not yet a member? Discover how CFA Society Australia membership can support your professional journey: https://cfas.org.au/societymembership/

27/08/2026

Invest in your team. Bring new thinking back to your organisation.

AIC2026 brings together leading CIOs, global experts and investment professionals for a day of practical insights, fresh perspectives and industry connection.

Give your team the opportunity to hear directly from the people navigating today’s investment opportunities and risks, build their professional knowledge and connect with peers from across the investment community.

Send your team to AIC2026 and take advantage of Early Bird pricing.
📅 29 October 2026
📍 Park Hyatt Melbourne
Register now: https://web.cvent.com/event/d195b171-7140-47e3-b807-ba3ca106a92c/summary?RefId=orgsocial

Address

Sydney, NSW
2000

Website

http://www.cfas.org.au/

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