Webinar | Morningstar’s inaugural superannuation fund ratings

Morningstar’s manager research team released its inaugural Superannuation Fund Ratings recently, marking a significant milestone in bringing greater transparency and insight to Australia’s $4 trillion superannuation system. Join us for this exclusive webinar where the Morningstar team will unpack their findings, offering a clear overview of the sector’s current landscape, emerging trends, and the methodology underpinning the new ratings.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Matt Olsen, Director of Manager Research Ratings, Morningstar

Thomas Dutka, CFA, Director of Manager Research, Morningstar

William Anglingdarma, CFA, Principal, Superannuation Research, Morningstar

NSW Chapter I New year quarterly social drinks

We invite all CFA Society Australia members to join us for our new year quarterly drinks at The Rook Rooftop Bar in Sydney. Come along for a relaxed catch-up with fellow members and raise a glass to the year ahead.

Format: In person

Open to: Members

Webinar I De-dollarisation and the implications for Australian investors… is the USD at a tipping point?

In this webinar, you will gain insights into the drivers behind the dollar’s decline in 2025 and the key themes shaping its outlook, including shifting investor behaviour and the rise in precious metals. The session also explores how foreign currencies can support portfolio diversification and what this means for Australian investors in a changing global environment.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Stuart Simmons, CFA, Head of Multi-Asset Solutions, QIC

Dori Levanoni, Senior Portfolio Manager, Capstone Investment Advisors

VIC Chapter I New year quarterly social drinks

Join us for our first quarterly member social drinks of 2026. This event offers an excellent opportunity for CFA Society Australia members to reconnect, expand their professional networks and engage with peers from across the investment industry. We invite you to attend, enjoy a relaxed evening and begin 2026 on a positive and collegial note.

Format: In person

Open to: Members

VIC Chapter | Economic regulation of Australia’s infrastructure assets

In this session, you will learn how economic regulation shapes returns and asset values across Australia’s key infrastructure sectors, including electricity and gas networks, regulated ports and monitored ports and airports.

Format: In person

Open to: Members, Candidates, Industry professionals

Speaker(s):

Eli Grace-Webb, Director, farrierswier

Richard Bramley, Senior Consultant, farrierswier

Webinar | Economic regulation of Australia’s infrastructure assets

In this webinar, you will learn how economic regulation shapes returns and asset values across Australia’s key infrastructure sectors, including electricity and gas networks, regulated ports and monitored ports and airports.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Eli Grace-Webb, Director, farrierswier

Richard Bramley, Senior Consultant, farrierswier

QLD Chapter | New year quarterly social drinks

We invite all CFA Society Australia members and CFA Program candidates to join us for our new year quarterly drinks in Brisbane. Come along for a relaxed catch-up with fellow peers and raise a glass to the year ahead.

Format: In person

Open to: Members, Candidates

Webinar I The efficient markets hypothesis and the professional status of investment management

Join us for a thought-provoking session with Emeritus Professor Stephen Brown, one of the most influential figures in modern investment research and practice. 2025 CFA Institute Research Foundation Vertin Award recipient, Professor Brown will explore the ideas that transformed modern investing, from the rise of the efficient markets hypothesis to the evolving role of the investment analyst in creating long‑term value for clients.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Emeritus Prof. Stephen Brown, Finance, Monash Business School and the Leonard N. Stern School of Business, NYU

VIC Chapter | Joined up thinking for Inclusion with international guest speaker Dr Hannah Critchlow

Please join us for a special Inclusion discussion and networking event featuring Sarah Maynard, CFA Institute Global Head of Inclusion, and Dr Hannah Critchlow, internationally acclaimed neuroscientist, and bestselling author.

This event is for the CFA Society Australia and senior industry professionals who are passionate about building more inclusive workplaces and strengthening collaboration and decision-making across the investment industry.

Format: In person

Open to: Members, Industry professionals

Speaker(s):

Dr Hannah Critchlow, Internationally-acclaimed neuroscientist, broadcaster, author and Fellow at Magdalene College

NSW Chapter | Joined up thinking for Inclusion with international guest speaker Dr Hannah Critchlow

Please join us for a special Inclusion discussion and networking event featuring Sarah Maynard, CFA Institute Global Head of Inclusion, and Dr Hannah Critchlow, internationally acclaimed neuroscientist, and bestselling author.

This event is for the CFA Society Australia community and senior industry professionals who are passionate about building more inclusive workplaces and strengthening collaboration and decision-making across the investment industry.

Format: In person

Open to: Members, Industry professionals

Speaker(s):

Dr Hannah Critchlow, Internationally-acclaimed neuroscientist, broadcaster, author and Fellow at Magdalene College

WA Chapter | Economic update, IWD celebration and social drinks

Join us for an economic update from Paula Gadsby, Senior Economist and Director at EY Australia, followed by an International Women’s Day celebration and informal social drinks. Drawing on her experience across government, central banking and finance, Paula will share insights into current economic conditions and emerging issues shaping the Australian and Western Australian economies.

Format: In person

Open to: Members, Candidates, Industry professionals

Speaker(s):

Paula Gadsby, Senior Economist, EY Australia

VIC Chapter I CFA Program Candidate social event

Join us for a relaxed CFA Program candidate social event, designed exclusively for candidates currently enrolled in the CFA Program. This event provides an opportunity to connect with fellow candidates across all levels in a supportive environment.

Format: In person

Open to: Candidates