ESG Reporting Season Preview

Join Us for a Forward-Looking Insight into Sustainable Investing as we approach the FY24 Australian Corporate Reporting Season.

Explore the future of sustainable investing with Will Baylis and Naomi Bant, co-portfolio managers of the Martin Currie Australia Sustainable Equity Fund, as they provide a preview of key sustainability issues expected during the upcoming Australian reporting season. Gain strategic foresight from experienced sustainable investing leaders.

This webinar is essential for investors, analysts and corporate leaders navigating ESG reporting and investing. Explore emerging trends and regulatory updates shaping sustainable investment strategies.

Format: Online

Audience: Member, Non-member

Speaker(s):

Naomi Bant, CFA, Portfolio Manager & Quantitative Research, Martin Currie Australia

MELBOURNE: Investing in Emerging Markets – Identifying Risks and Opportunities

Join us for a session on Emerging Market Equities with Patrick Russell, Director at Northcape.

This session aims to enhance your investment knowledge by providing practical information and strategic approaches essential in today’s global finance industry. Explore effective strategies and gain valuable insights into navigating the dynamic landscape of emerging market equity investments. Discover actionable insights and strategic frameworks to thrive in these evolving markets. And also included is a market update on the latest trends and future projections.

Don’t miss this opportunity to expand your expertise and network with peers in the field.

Format: In person

Audience: Member, Non-member

Speaker(s):

SYDNEY: Opening Doors & Recruiter Insights Evening

Opening Doors Session 4:00pm-5:15pm

The Opening Doors series is back in person. This is targeted at female candidates and members working in or aspiring to attain a career in finance. The panel of CFA charterholders  provide representation of different careers across the financial services industry.

Recruiter Insights 5:30-7:30pm

During the panel discussion, attendees will have the opportunity to hear from two recruiters who will discuss current market conditions and what employers are looking for.

The recruiters will also share some hints and tips, followed by a Q&A session. The event will conclude with networking drinks.

Format: In person

Audience: Member, Candidate

Speaker(s):

Louise Mylott, CFA, Head of Institutional Equities, Morgan Stanley

Mark Lee, CFA, Senior Portfolio Manager – Head of Real Estate, Australian Retirement Trust

Rachel Boyte, CFA, Senior Portfolio Manager, Fixed Income, Macquarie Asset Management

SYDNEY: Recruiter Insights Evening

We are excited to invite our early year members and CFA Program Candidates to an exclusive evening of insights and networking.

Event Highlights:

• Panel Discussion: Hear from top recruiters about the current market conditions and what employers are seeking.
• Insider Tips: Get valuable hints and tips from industry experts to enhance your career prospects.
• Q&A Session: Engage directly with recruiters and get your questions answered.
• Networking Drinks: Conclude the evening by networking with peers and industry professionals over drinks.

Don’t miss this opportunity to gain valuable insights and expand your professional network.

Format: In person

Audience: Member, Non-member

Speaker(s):

Anton Murray, Director, Anton Murray Consulting

Meredith Jordan, Partner Asset Management & Listed Markets at Platinum Pacific Partners

PERTH: 2024 CFA Institute Research Challenge Kick Off Meeting

*Registration is required for attendance at this event*

Curious about what’s in store for the upcoming season of the CFA Institute Research Challenge? Mark your calendars for our engaging kick-off event.

In this meeting we will cover:

• The value of the CFA Charter
• Brief Overview of the CFA Program
• 2024 Research Challenge Schedule
• Research Challenge Overview and Rules
• Tips from Past Winners
• Announce the 2024 Industry Mentors
• Announce a new Scholarship available

Benefits of Participation

• Showcase your university on a global scale.
• Get in-depth training in equity analysis, research report writing and presentation skills.
• Receive hands-on mentoring.
• Enhance your resume / CV and secure potential career opportunities.
• Network with professional peers to make inroads into the industry.

How it Works?

• Assemble teams of three to five undergraduate and/or graduate students.
• Research and analyse a given subject company. Prepare a written report and presentation deck.
• Present and defend your findings to a panel of industry experts.
• Winning Team from the WA Finals advances to sub-regional competition and stand a chance to participate at the Global Finals.

Why Semiconductors? AI, Nvidia and Geopolitics

Artificial intelligence has been the most important investment topic this decade, and the key enabler of the AI boom has been the semiconductor industry.

Semiconductor companies are at the core of a half a trillion-dollar industry that enables us to do pretty much everything, from flying across oceans to booking a ride and ordering a pizza when we get there; from supporting the military to powering our cities. Without semiconductors, the modern economy would come to a screeching halt.

For these reasons, semiconductors have become the most geopolitically sensitive industry on the planet.

With semiconductors forming the backbone of the AI Infrastructure, Jon Bathgate of NZS Capital, will do a deep dive into semiconductors, providing a map to the industry, and how to navigate it in an increasingly geopolitically divergent world.

Format: Online

Audience: Member, Non-member

Speaker(s):

Jon Bathgate, CFA, Investor, NZS Capital, LLC

SYDNEY: Investment Communication Workshop

We are excited to announce that Brenda Wilson Wood, an esteemed US-based investment communication expert from T. Rowe Price, will be visiting Sydney. With a wealth of experience in helping analysts and portfolio managers (PMs) effectively communicate their investment ideas, Brenda will be conducting an exclusive workshop for our members.

This interactive session is designed to enhance the investment communication skills of analysts, particularly in writing compelling investment notes that capture the attention of portfolio managers and investors. Participants will work through a stock example to learn how to clearly present the case for buying or selling it.

Key Learning Outcomes:

• Understanding the elements of effective investment communication.
• Analysing real investment notes/data to identify strengths and weaknesses.
• Learning best practices for writing persuasive and impactful notes.
• Gaining practical insights through hands-on exercises with real stock examples.

Format: In person

Audience: Member

Speaker(s):

Brenda Wood, CFA, Investment Communication Consultant – Fixed Income & Equity Division, T. Rowe Price

Cassandra Crowe, CFA, GAICD, Vice President | Head of of Consultants Australia and New Zealand, T. Rowe Price

MELBOURNE: 2024 CFA Institute Research Challenge Kick Off Meeting

*Registration is required for attendance at this event.*

Curious about what’s in store for the upcoming season of the CFA Institute Research Challenge? Mark your calendars for our engaging kick-off event.

We will give you an insightful overview of the program/schedule, dive into the official challenge rules/guidelines for this season and provide you valuable insights to the resources available to participating students and more. Following the main presentation, there will be an opportunity for the audience to engage in a Q&A session.

In the event that you are unable to attend the meeting in real-time, we highly recommend that you still register, as a recording of the session will be shared with all registered participants after the event.

Benefits of Participation:

• Showcase your university on a global scale.
• Get in-depth training in equity analysis, research report writing and presentation skills.
• Receive hands-on mentoring.
• Enhance your resume / CV and secure potential career opportunities.
• Network with professional peers to make inroads into the industry.

Please note that this event is made exclusively available for university participants who are residing locally in Victoria, South Australia and Tasmania.

BRISBANE: Macro Outlook and Forecasting Evening

Join us for an insightful evening as the Queensland Chapter celebrates its Annual Forecasting Evening.

The global economy continues to face significant challenges. Advanced economies are shifting toward slower growth, inflation remains disappointingly high, and central banks are finding it difficult to exit from their restrictive policy settings. Geopolitical tensions also persist, with the upcoming US election likely to contribute to the uncertain global outlook. Guest speaker, Principal Economist Trent Saunders from Queensland Treasury Corporation, will discuss how these challenges may play out and what this could mean for the outlook for interest rates.

We will also announce last year’s forecasting winners and give you the chance to enter this year’s predictions. If you made a prediction last year, don’t miss this event to find out if you’re the winner!

Don’t miss this exceptional opportunity to enhance your understanding of economic forecasting and connect with members and candidates over drinks and canapés after the event.

We look forward to seeing you there!

Format: In person

Audience: Member, Non-member

Speaker(s):

Trent Saunders, Principal Economist, Queensland Treasury Corporation

CFA Program Welcome and Orientation

Congratulations on enrolling in the CFA Program!

Join us for a virtual Welcome Orientation hosted by CFA Society Australia.

Embarking on the journey of CFA Exams might seem overwhelming and our orientation aims to ease your transition. Get acquainted with the CFA Program, understand the exam structure, meet our dedicated volunteers and explore the diverse events hosted by CFA Society Australia. This session also offers a platform to address any queries you may have.

Discover that the CFA Program is more than just exams; it’s a vibrant community waiting to welcome you. Forge connections with fellow Level I Candidates and delve into the opportunities within the CFA community.

Don’t miss this chance to kickstart your CFA journey with knowledge and camaraderie!

MELBOURNE: VIC Chapter Quarterly Social Drinks

The Victorian Chapter invites you to join us for an evening of social drinks and networking. This event offers the perfect opportunity to expand your professional network in a friendly and relaxed atmosphere.

We also extend a warm welcome to our newest CFA Society members. Your presence will contribute to making them feel part of our dynamic network, ensuring everyone benefits from shared insights and experiences.

We look forward to seeing you there!

SYDNEY: NSW Chapter Quarterly Social Drinks

Join us for our quarterly social drinks and networking! It’s the perfect opportunity to meet new people and grow your network in a relaxed and friendly atmosphere.

We also extend a warm welcome to our newest CFA Society members.

We hope to see you there!