QLD Chapter | CFA Society Australia Finance & Investment Career Event 2025

Discover where a career in finance, investment, and accounting can take you. This careers event brings together representatives from some of Australia’s largest super funds, fund managers, banks, accounting firms, stockbrokers, and infrastructure managers.

The event is presented in two parts, and all careers event attendees are warmly invited to stay for the CFA Institute Research Challenge final.

Format: In person

Audience: University students

Speaker(s):

Keeley Walsh, Associate Analyst, Morgans Financial Limited

Vikram Kholsa, CFA, Asset Strategy & Growth Manager, Aurizon

NSW Chapter | Artificial intelligence and ethics in wealth management

Artificial intelligence is reshaping wealth management, offering opportunities to streamline processes, enhance decision-making, and deliver greater efficiency. At the same time, the rapid adoption of AI raises pressing questions about fairness, accountability, and the risks of over-reliance on technology in client relationships and investment strategies.

This panel will bring together four leaders from the industry to explore how firms can embrace AI responsibly.

Format: In person

Audience: Member, Candidate, Non-member

Webinar I Chat with a Quant

Join us for an interactive session with Pieter Stoltz, CFA, Head of Quantitative Strategies at Eley Griffiths Group, who began his career as a sell-side quantitative analyst at UBS before moving into an equity strategy role and later back into quant on the buy-side. Pieter will share how his varied experiences have shaped his career and provide insight into the evolving role of quantitative strategies in investment management. This session is designed for CFA Program candidates, early-career professionals, or those exploring quant roles.

Format: Online

Audience: Candidate, University students

Speaker(s):

Pieter Stoltz, CFA, Head of Quantitative Strategies, Eley Griffiths Group

VIC Chapter | Australian private equity: Local insights and growth opportunities

In this in-person panel, you will gain insights into the evolving Australian private equity landscape, including its growth drivers, opportunities and challenges, from the perspective of experienced local investors.

Format: In person

Audience: Member, Candidate

Speaker(s):

Sam Mouat, CFA, Consultant and Private Equity Manager Research, JANA

James Elsom, Principal, The Riverside Company

Hesh Dantanarayana, Associate Director, Advent Partners

VIC Chapter I 2025 CFA Institute research challenge local final

This prestigious global competition gives university students hands-on experience in financial analysis and professional ethics through mentoring and intensive training.

The local final brings together the top three teams from universities across to showcase their analytical, valuation and presentation skills in an in-person competition.

Format: In person

Audience: Member, Candidate, Non-member

QLD Chapter | Six market trends for 2026 & end of year quarterly drinks

Join us for a session where QTC Chief Economist Michael Anthonisz will unpack six themes likely to shape the economic and market landscape in 2026. This session will offer forward-looking insights for professionals navigating uncertainty, helping you understand the dynamics that are likely to drive markets and investment opportunities in the year ahead.

Stay on after the event or join us from 5:30pm for our final QLD Chapter quarterly drinks, as we celebrate the end of the year together.

Format: In person

Audience: Member, Candidate

Speaker(s):

Michael Anthonisz, Chief Economist, Queensland Treasury Corporation

Webinar | Liquidity risk in banking

Liquidity is central to financial stability, with regulators and markets closely monitoring how banks manage funding risks. This webinar explores the key regulatory standards, insights from bank disclosures, and the evolving supervisory landscape.

Format: Online

Audience: Member, Non-member

Speaker(s):

Mark Russell-Jones, CFA, Director, Balance Sheet, Liquidity & Funding Management, Westpac

Jamshed Khambatta, Liquidity Risk Consultant, AustralianSuper

NSW Chapter | Women in finance roundtables

CFA Society Australia invites you to an exclusive member only roundtable lunch designed to inspire and empower. This interactive format will feature four accomplished females in finance sharing their personal journeys and career insights.

Attendees will rotate between small-group roundtable discussions, offering a chance to hear directly from each speaker about the experiences, challenges, and strategies that shaped their careers.

Format: In person

Audience: Member

Speaker(s):

Cassandra Crowe, CFA, Vice President, T. Rowe Price Group, Inc.

Carmen Leung, CFA, Senior Manager, Sustainable Product APAC, FTSE Russell

Jingmin Qian, CFA, Non-Executive Director

VIC Chapter I Member coffee meet and mingle (Saturday)

Join CFA Society Australia for a relaxed coffee catch up at the Boatshed Café in Albert Park, where members and their families can enjoy high tea delights and casual networking.

Format: In person

Audience: Member

NSW Chapter | End of year quarterly drinks

Join us for drinks and tasty bites, festive fun and lively nights. Let’s wrap it up in style, CFA Society member crew, and raise a glass to 2025 and you!

Format: In person

Audience: Member

2025 CFA Society Australia AGM & VIC Chapter social drinks

Join us for a special evening as we host our Annual General Meeting (AGM) followed by our end of year drinks, celebrating the successes of the past year and looking ahead together.

Reflect on the society’s milestones from the past year and gain insight into plans and priorities for the year ahead. An excellent opportunity to network and strengthen connections within the society.

Format: In person

Audience: Member

Virtual I 2025 CFA Society Australia Annual General Meeting

Join us for a special virtual evening as we host our Annual General Meeting (AGM). Together, we will celebrate the achievements of the past year and look ahead to the year to come.

Reflect on the society’s achievements from the past year and stay informed about the society’s future direction.

Format: Online

Audience: Member

VIC Chapter | Candidate social – coffee and catch ups in the park

We warmly invite you to join us for a morning of coffee, conversation and connection at the beautiful Boatshed Café in Albert Park. Enjoy a relaxed and welcoming atmosphere with stunning park views, where partners and pets are welcome and first timers will feel right at home. Strengthen your professional network in a casual setting that makes connecting with new people effortless.

Your ticket includes one drink and a selection of high tea delights.

Format: In person

Audience: Candidate