The return of the Don

Are you prepared for the investment challenges and opportunities of 2025? In this webinar, we will dive into four pivotal topics shaping the economic and investment landscape:

• The impacts of a second Trump presidency
• The role of US exceptionalism in the global economy
• Structural headwinds facing China
• Australia’s Federal Election and its investment implications

Malcolm Wood will analyse these scenarios and explore their potential effects on investment returns and portfolio strategies.

Don’t miss this opportunity to equip yourself with the knowledge and strategies to stay ahead.

Format: Webinar

Audience: Member, Non-member

Speaker(s):

Malcolm Wood, Head of Institutional Research and Asset Allocation, Ord Minnett

Structured Giving with Australian Philanthropic Services

Philanthropy in Australia is set to double by 2030 and high net worth families are increasingly looking to their professional advisers to guide them effectively in navigating charitable giving.

Advisers play a pivotal role in inspiring and empowering clients to give effectively, maximise tax benefits and create meaningful change while building trust with future generations of wealthy families. This session will equip advisers to confidently guide their clients in their philanthropic endeavours.

Kate Bowditch from Australian Philanthropic Services will give an overview of the Australian structured giving landscape, explaining the most popular structures for charitable giving, being private and public ancillary funds, and discuss how philanthropy can provide significant tax benefits, support the community, and differentiate advisers service offering for high-net-worth clients.

Format: Webinar

Audience: Member, Non-member

Speaker(s):

Kate Bowditch, Partnerships and Development, Australian Philanthropic Services

MELBOURNE: What is the point of CPI+ investment objectives?

You are invited to an informative session centered on a paper, “What is the Point of CPI+ Investment Objectives?” This paper delves into the concepts behind CPI+ investment objectives and their practical application, using super funds as a primary case study.

The key topics that will be covered throughout the session include the purpose and determination of CPI+ objectives, how these objectives shape portfolio construction, and proposals for improving CPI+ frameworks

Don’t miss your chance to be part of shaping the conversation around CPI+ investment objectives.

Format: In person

Audience: Member, Non-member

Speaker(s):

Dr Geoff Warren, Research Fellow at Conexus Institute
& Honorary Associate Professor with the Australian National University

PERTH: 2025 Economic Update – Global, Australia, WA

Global economies have faced significant challenges over the past few years, with more expected over the next 12 months, including a second Trump presidency, technology changes, and ongoing geopolitical instability.

The Australian economy has slowed to its lowest growth rate since the 1990s but has so far avoided a recession. Encouragingly, inflation is gradually moderating, and the unemployment rate is near a record low.

But uncertainty remains, making the economic environment tricky to navigate.

Join Paula Gadsby for an insightful event as she takes a deep dive into the factors impacting both the global and Australian economies, while also offering an update on the current state and future of the WA economy.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Paula Gadsby, Director & Sr Economist, Ernst & Young

PERTH: Chapter Social Member Networking

Join us for the WA Chapter Quarterly Social Breakfast, an exclusive networking event for CFA Society members.

Engage with fellow CFA charterholders and investment professionals in a relaxed and engaging setting. This is your chance to expand your network, exchange industry insights, and unwind with like-minded peers.

Don’t miss out – register now and connect with your CFA Society Australia community!

SYDNEY: What is the point of CPI+ investment objectives?

You are invited to an informative session centered on a paper, “What is the Point of CPI+ Investment Objectives?” This paper delves into the concepts behind CPI+ investment objectives and their practical application, using super funds as a primary case study.

The key topics that will be covered throughout the session include the purpose and determination of CPI+ objectives, how these objectives shape portfolio construction, and proposals for improving CPI+ frameworks

Don’t miss your chance to be part of shaping the conversation around CPI+ investment objectives.

Format: In person

Audience: Member, Non-member

Speaker(s):

Dr Geoff Warren, Research Fellow at Conexus Institute
& Honorary Associate Professor with the Australian National University

SYDNEY: 2025 Investment Leader Forum

In February 2025, the global CFA Institute Board of Governors will convene in Sydney for only the second time in the 62-year history of the CFA Program! To celebrate this historic gathering of the 14-person board from 7 different countries, we will bring the Australian investment community together on Wednesday, 19 February, to discuss the future of our industry.

The Forum will explore global trends and their impact on Australia’s investment industry, offering insights into talent development, market innovation and the future of superannuation system and asset management.

MELBOURNE: VIC Chapter Quarterly Social Drinks

Join us for the VIC Chapter Quarterly Social Drinks, an exclusive networking event for CFA Society members.

Engage with fellow CFA charterholders and investment professionals in a relaxed and engaging setting. This is your chance to expand your network, exchange industry insights, and unwind with like-minded peers.

Don’t miss out – register now and connect with your CFA Society Australia community!

BRISBANE: QLD Chapter Quarterly Social Drinks

Come and join CFA Brisbane Chapter committee, CFA members and candidates for some networking over drinks and canapes.

We are particularly excited to extend a warm welcome and heartfelt congratulations to our newest CFA Charterholders!

Don’t miss out – register now and connect with your CFA Society Australia community.

SYDNEY: NSW Chapter Quarterly Social Drinks

Join us for the NSW Chapter Quarterly Social Drinks, an exclusive networking event for CFA Society members.

Engage with fellow CFA charterholders and investment professionals in a relaxed and engaging setting. This is your chance to expand your network, exchange industry insights, and unwind with like-minded peers.

Don’t miss out – register now and connect with your CFA Society Australia community!

MELBOURNE: 2025 International Women’s Day

Celebrate IWD2025 with CFA Society Australia at one of the most inspiring events, featuring keynote speaker Jelena Dokic. A former world number 4 tennis player, Jelena is a living testament to resilience, triumph, and the unyielding spirit of a true champion. Her journey on the court has been nothing short of awe-inspiring, marked by monumental victories and a fearless determination that defies all odds.

Don’t miss the chance to hear Jelena’s inspiring story, connect with peers and clients, and advocate for a more inclusive future.

Format: In person

Audience: Member, Non-member

Speaker(s):

Jelena Dokic