Australian Investment Conference 2026

Thursday, 29 October. Park Hyatt, Melbourne

The Australian Investment Conference is the leading industry forum for the investment management profession. Its core purpose is to review, unpack and explore micro and macro themes impacting the investment landscape and connect Australian and global thought leaders to share perspectives, practical insights and emerging trends.


Upcoming Events

 

CFA Society Australia aims to promote an active professional community through our learning and social networking events calendar. Most events are open to everyone, including:

      • Non-member / industry professionals
      • CFA Society Australia members
      • CFA Program candidates

Some events are exclusive to CFA Society Australia members. Please refer to the event details for eligibility information.

Follow our LinkedIn page for regular event reminders.

 

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Event Details Location Date & Time  

VIC Chapter | Connect with a charterholder: Speed mentoring

Connect with CFA charterholders, gain practical career advice and expand your professional network at this interactive speed mentoring event for CFA Program candidates.

Format: In-person

Open to: Candidates

Speaker(s):

Mentors will be announced soon.

Perpetual September 8, 2026
5:30pm - 7:30pm
Learn More & Register

NSW Chapter | Geopolitics and the investment landscape: Navigating risk and opportunity

Gain practical insights into the geopolitical forces shaping global markets, as Vance Serchuk of KKR Global Institute explores how investors can assess risk, identify opportunities and incorporate geopolitical analysis into investment decision-making.

Format: In-person

Open to: Members, Candidates, Industry professionals

Speaker(s):

Vance Serchuk, Partner and Executive Director, KKR Global Institute

Sydney CBD September 10, 2026
7:45am - 8:45am
Learn More & Register

Webinar | Critical minerals: Unearthing the opportunities and risks

Explore the investment opportunities and risks emerging from the critical minerals sector as global demand accelerates, and gain practical insights into the trends, market dynamics and portfolio considerations shaping this evolving asset class.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Stefan Skorut, CFA, Chief Investment Officer, RFC Ambrian Funds Management

Host: Henry Lyons, CFA, Head of Institutional, Channel Capital

Online via Zoom September 10, 2026
12:00pm - 1:00pm
Learn More & Register

VIC Chapter & SA Community | Research Challenge finalist announcement

Join us as we congratulate all teams on their hard work and announce the top four finalist teams.

Format: Online

Open to: VIC & SA Research Challenge teams

Online via Zoom September 17, 2026
12:00pm - 12:30pm
Learn More & Register

Webinar I Unlisted asset valuations in private markets: Risk, judgement, and regulatory scrutiny

Explore the key risks, governance considerations and valuation judgements involved in unlisted asset valuations, with practical lessons from private market transactions, disputes and evolving regulatory expectations.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

  • Courtney Roe, Partner – Deal, McGrathNicol
  • Matthew Gold, CFA, Director, McGrathNicol

Online via Zoom September 24, 2026
12:00pm - 1:00pm
Learn More & Register

Webinar I GIPS from the asset owner perspective: An overview for Australian superannuation funds

Learn how the Global Investment Performance Standards (GIPS) apply to Australian superannuation funds, with practical insights into performance reporting, governance, verification, and the ethical principles that underpin transparent and trustworthy investment outcomes.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Amy Bourdeau, Partner at Blueprint GRC

Host: Nidal Danoun, Executive Director at Prosperity Financial Services (PFS Consultancy)

Online via Zoom October 7, 2026
12:00pm - 1:00pm
Learn More & Register

VIC Chapter I The many faces of finance: Stories from inside the industry

Explore the many paths into investment management as industry professionals share their unique career stories and insights.

Format: In-person

Open to: Members, Candidates, Industry professionals

Speaker(s):

  • Adele O’Shannassy, CFA, Head of Research, Drummond Capital Partners
  • Andrew Yap, Head of Portfolio Solutions,Zenith Investment Partners
  • Linda Trusler, CFA, Founder, Trusler Consulting and Academy

Host: Atharv Seth, Investment Consultant, Frontier Advisors

Monash Centre for Financial Studies, Monash Business School (Melbourne CBD) October 13, 2026
5:30pm - 7:30pm
Learn More & Register

For a full list of CFA Institute events, please click here >

 

 

The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

Benefits of the Global Passport Program include:

  • Expand your network and connect with other CFA charterholders and investment professionals from different markets and regions
  • Learn from global experts and gain insights into diverse topics and perspectives that are relevant to your career and interests
  • Earn PL credits and demonstrate your commitment to lifelong learning and ethical standards

 

These events will improve understanding of local markets and provide a good platform for networking and career development.

To take advantage of this program, visit the list of participating societies. Look for a society in the market you’re interested in, and explore their website for upcoming opportunities.

 

Missed a Webinar

CFA Society Australia Professional Learning Webinars

Watch our Professional Learning webinars on demand. The webinar replay library is a member benefit. Members can contact us to obtain the password for access.

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