MELBOURNE: Private Debt Unpacked – Demystifying a growing asset class

Join us for a professional learning session on key areas of private debt that are typically overlooked and misunderstood.

Our speaker will explore key features of this traditionally opaque asset class in depth, providing a vital look-through into deal structures, loan types, secondary markets and portfolio management.

Format: In person

Audience: Member, Non-member

Speaker(s):

Justin Hooley, Managing Director, Asia Pacific Private Credit, Baring

BRISBANE: QLD Chapter end of year drinks

Join us for an evening of connection, conversation and camaraderie at our Quarterly Social Drinks, exclusively for CFA Society Australia members.

This event offers the perfect opportunity to unwind with fellow members in a relaxed and enjoyable setting, fostering new relationships while strengthening existing ones.

MELBOURNE: Speed Mentoring & Networking

We are excited to offer an in-person opportunity for CFA Program Candidates to connect with CFA Charterholders and network with peers.

This event provides a unique chance to gain valuable insights into various roles within the investment industry. Through structured mentoring sessions, you’ll hear personal stories about navigating the CFA Program, preparing for and tackling exams, and career paths that led to success

Following the mentoring sessions, enjoy networking over drinks and canapés, connecti

Python for the Modern Financial Analyst

As the volume and complexity of financial data continue to grow, the ability to efficiently process, analyse, and derive insights has never been more critical. Python has emerged as the language of choice for investment professionals, offering a powerful yet accessible way to enhance your analytical capabilities and
productivity.

This practical session will cover the fundamentals of working with financial data in Python with coding best practices, followed by a real-world example that demonstrates how these skills can be applied in your day-to-day work.

Attendees will learn how to streamline analysis processes, wrangle large datasets with ease, and create reproducible research and analysis that adds value to investment processes.

Whether you’re looking to automate routine tasks, create data-driven insights or develop more sophisticated analytical frameworks, this session will empower you with the foundation you need.

Format: Online

Audience: Member, Non-member

Speaker(s):

Michael Wang, CFA, CEO, Data Science & AI Association of Australia

MELBOURNE: Member Coffee Meet and Mingle

CFA Society Australia warmly invites our society members to join us for a coffee catch-up at the scenic Kanteen Cafe, nestled along the riverside in South Yarra.

Family and pets are welcome! Extend the invitation to your partners, children and leashed pets to be part of our extended CFA community.

Engage in relaxed conversations, make new connections, and indulge in your preferred hot or cold beverage accompanied by an array of high tea delights.

We look forward to seeing you there!

PERTH: WA Chapter Member Networking & Christmas Social Drinks

Join us for our year-end Christmas drinks!

We extend a warm welcome to our newest CFA Society members and visitors from other states & countries as they return home for the Christmas break.

We hope to see you there!

MELBOURNE: VIC Chapter Quarterly Social Drinks

Join us for an evening of connection, conversation and camaraderie at our Quarterly Social Drinks, exclusively for CFA Society Australia members. This event offers the perfect opportunity to unwind with fellow members in a relaxed and enjoyable setting, fostering new relationships while strengthening existing ones.

SYDNEY: CFA Program Candidate end of Year Social Event

MELBOURNE: Candidates End-of-Year BBQ

As the year comes to a close, it’s time to kick back, relax and celebrate all the hard work you’ve put into your CFA journey.

Join us for a BBQ Bash at Flagstaff Gardens, where you’ll have the chance to unwind, network and connect with fellow CFA program candidates from all levels of the program

This is the perfect opportunity to share your experiences, expand your network and soak up the vibrant atmosphere with like-minded individuals.

SYDNEY: Women in Leadership Series: Felicity Walsh’s Journey to Success

Join us for an inspiring session with Felicity Walsh, Managing Director of Franklin Templeton Australia Limited. Felicity will take us through her remarkable career journey, starting from her roots as an actuary to becoming an integral part of a dynamic Alternatives investment team and eventually leading the Australian division of one of the world’s largest asset managers.

Gain valuable insights and inspiration as Felicity shares her experiences and offers her advice on what it takes to build a successful and fulfilling career in investment management.

Don’t miss out on this opportunity to learn from an experienced industry leader.

Format: In person

Audience: Member, Non-member

Speaker(s):

Felicity Walsh, Managing Director, Australia and New Zealand, Franklin Templeton Australia Limited

Amy Teh, CFA, Principal, ECP Asset Management