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

NSW Chapter I Connect with a charterholder: Speed mentoring for CFA Program candidates

CFA Society Australia invites CFA Program candidates to take part in an interactive speed mentoring session with CFA charterholders.

Whether you’re just beginning your CFA journey or preparing for the final level, this session offers direct access to professionals who have navigated the same path and built rewarding careers across investment management, superannuation, and advisory roles.

Format: In person

Audience: Candidate

Speaker(s):

Hugo Goode, CFA

Lydia Reeves, CFA

Deen Rad, CFA

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

Webinar I Beyond compliance: Modern slavery risks and what investors must know

Join us for an engaging and thought-provoking panel discussion featuring experts in responsible investment, gender equality, and human rights.

The panel will explore how modern slavery risks are evolving and how investors are moving beyond compliance to integrate human rights considerations into portfolio selection, due diligence processes, and stewardship practice. They will also consider key regulatory developments, including Australia’s Modern Slavery Act review and the EU’s Corporate Sustainability Due Diligence Directive, and discuss practical strategies for driving meaningful impact through investment decisions.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Nga Pham, CFA, Associate Professor, Monash University

Serena Grant, Director, Business & Human Rights, Walk Free at Minderoo Foundation

Sarah Hill, Senior Responsible Investment Associate, HESTA

Naomi Bant, CFA, Portfolio Manager, ClearBridge Investments

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

VIC Chapter | Women in leadership series: Kate Misic’s journey to success

Join us for an inspiring session with Kate Misic, CFA, Acting Chief Investment Officer at TelstraSuper. Kate leads the investment management team responsible for around $28 billion in retirement savings, overseeing a diversified portfolio managed by both internal and external professionals.

In this candid conversation, Kate will share key moments from her 24+ year career in investment management from early roles in alternatives and asset consulting to her leadership at TelstraSuper.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Kate Misic, CFA, Acting Chief Investment Officer, TelstraSuper

Online I Driving positive impact: Investment opportunities in a changing world

Join the discussion via live stream that highlights emerging investment opportunities across sectors such as clean energy, technology, and healthcare innovation, demonstrating how purposeful investing can drive both meaningful change and long-term returns.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Hari Balkrishna, CFA, Global Impact Portfolio Manager, T. Rowe Price

VIC Chapter I Driving positive impact: Investment opportunities in a changing world

This session explores how global impact investing is evolving in response to major social, environmental, and regulatory shifts. Attendees will gain insights into building resilient portfolios that not only deliver strong financial performance but also contribute positively to society and the planet.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Hari Balkrishna, CFA, Global Impact Portfolio Manager, T. Rowe Price

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

WA Chapter I End of year social drinks

Join us for our CFA Society Australia end of the year drinks and canapés at Pirate Life Perth.

Network in a relaxed environment and connect with your WA Chapter peers, before we all head off to enjoy the holidays.  It’s the perfect way to wrap up the day and year!

Format: In person

Audience: Member, Candidate

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