Webinar | Understanding options – Practical applications for CFA Program candidates

Are you looking to deepen your understanding of options and how they fit into portfolio management?

Join us for an exclusive webinar with Chad Padowitz as he breaks down the practical applications of options in investment strategies.

• A clear explanation of options and their mechanics.
• How options can enhance returns, manage risk, and create strategic opportunities.
• Understanding volatility risk premium, pricing factors, and real-world trade-offs.
• How options are used in portfolio construction and risk management.

Don’t miss this chance to learn from an industry expert and enhance your investment toolkit!

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Candidate

Speaker(s):

Chad Padowitz, CFA, Co-Chief Investment Officer, Talaria

VIC Chapter | CFA Program candidate social event

CFA Program candidates in Melbourne are invited to come together along with local CFA charterholders for an evening of networking and engagement.

This is a great opportunity to share experiences with study, network and have fun in a relaxed and social environment.

Please note that this event is strictly for candidates enrolled in the CFA Program.

We look forward to seeing you there!

Webinar | Ethical decision-making workshop

Ethical issues can be complex and are rarely black or white. Ethical choices are not always clear, furthermore, our biases and psychological tendencies can act as barriers and impediments in recognising ethical issues and determining our decision-making path.

Join us for in informative session on ethical decision-making that covers the following:

• A review of ethical theories and principles.
• A review of biases impact on ethical behaviour.
• The application of the Ethical Decision-Making Framework (EDMF).
• Applying theories, principles and the EDMF to case studies.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Member, Non-member

Speaker(s):

Nidal Danoun, CFA, Executive Director, Prosperity Financial Services

NSW Chapter | Rich thinking: What’s the smartest thing you’ve ever done?

In 2024, Barbara Stewart, CFA interviewed 54 successful people around the world to explore what our smartest decisions cost us, in different kinds of “costs.” Do we make money when we do our smartest thing, or do we need to spend money? Under what circumstances are we willing to pay to do a smart thing, either in money, time or in other ways?

Based on Barbara’s research, the most common categories of ‘smartest things ever done’ revolve around change. Whether it is changing our mindsets, changing our city or changing our career, big changes are often smart changes.

Don’t miss this exciting and educational opportunity to hear real life global insights from one of the world’s leading researchers on women and finance!

Format: In person

Audience: Member

Speaker(s):

Barbara Stewart, CFA, Researcher and Author

WA Chapter | Private credit in 2025: Navigating fees, transparency, and valuation

• How fee models are evolving.
• Why improved disclosure is becoming a competitive edge.
• How fund managers are tackling the complexities of valuing illiquid assets.

Gain insights on the key trends shaping private credit in 2025 and strategies for navigating this dynamic landscape.

Format: In person

Audience: Member, Non-member

Speaker(s):

Stuart Richardson, Head of Distribution, Aquasia

Webinar | Harnessing natural capital: Strategies for sustainable business and investment

Join us for an engaging and insightful webinar on the pivotal role of natural capital in today’s economy.

With over 190 countries committing to the Kunming-Montreal Global Biodiversity Framework, the importance of understanding and managing natural capital has never been greater.

Gain insights into managing natural capital risks and opportunities, and how the Taskforce on Nature-related Financial Disclosures (TNFD) framework can help organisations identify, assess, and manage nature-related risks and opportunities.

Can’t make it live? Register to receive the recording via email to watch at your convenience.

Format: Online

Audience: Member, Non-member

Speaker(s):

Raluca Chiriacescu, Vice President, Investor Relations, Brambles Limited
Lachlan Feggans, Senior Director ESG & Sustainability Regeneration, Brambles Limited

QLD Chapter | Demystifying private markets – private equity and real estate

Join us for a lunch-time fireside chat with two experienced private capital executives with extensive experience in private equity and real estate strategies.

During this event our panellists will discuss:

• Observations of the evolution of the private capital industry
• Their investment evaluation process
• How they create value
• Competition and much more.

We’ll end the session with audience Q&A.

Format: In person

Audience: Member, Non-member

Speaker(s):

Bryan Brown, Partner, Fortitude Investment Partners
Brendan See, CFA, Managing Director, Axon Capital
Host: Anuk Manchanda, CFA, Director, InterFinancial

NSW Chapter | Quarterly social drinks

Join us for the NSW Chapter quarterly social drinks, an exclusive networking event for CFA Society Australia 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!

NSW Chapter | New member welcome breakfast

Becoming a CFA charterholder and a member of CFA Society Australia is a significant achievement — congratulations!

Now it’s time to celebrate and connect.

Join us for breakfast, where you can connect with fellow members, expand your professional network, and kickstart your journey within the CFA community.

This is your chance to expand your network and discover all the benefits of being part of our community.

We look forward to welcoming you to this event!

Please note that this event is intended for CFA Society Australia members who have joined in the last two years.

VIC Chapter | Quarterly social drinks

Join us for the VIC Chapter quarterly social drinks, an exclusive networking event for CFA Society Australia members.

Engage with industry peers to expand your network, catch up with industry colleagues and un-wind in a relaxed setting.

Don’t miss out – register now!

QLD Chapter | Quarterly social drinks

CFA Society Australia members are invited to join us for the exclusive quarterly member social & networking events.

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!

These events are exclusive for CFA Society Australia members.

VIC Chapter | Women’s networking breakfast

CFA Society Australia invites female members and CFA Program candidates to a morning of meaningful connections, insightful conversations and professional growth.

Breakfast and beverages are included in the ticket price. This event has limited seating. Admission is on a first come, first serve basis. Register now to secure your spot!

This event is exclusive for female CFA Society Australia members.

WA Chapter | Quarterly social drinks and 2025 charter awards

Come and join us for some networking and celebration 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.

WA Chapter | Unlocking capital for mining project development: The role of strategic investors

Join industry experts Patrick Leung and Gavin Lee as they delve into the role of strategic investors in developing mining projects. Building on their successful presentations, “Get your mine funded: How they did it,” and “Mining project finance 101”, this session offers an in-depth analysis of how strategic investors contribute at various project stages to secure funding for mine development.

Key Topics:

• Trends and common themes: A review of mining projects involving strategic investors to identify recurring patterns and themes.
• Types of investments: Exploration of various investment approaches including significant equity investments, joint ventures, and partnerships.
• Detailed case studies: In-depth case studies showcasing how strategic investments have facilitated progress, supported construction, secured additional funding, and established offtake agreements.

Webinar | Start your CFA Program journey – Welcome session

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.
• 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!

Can’t make it live? Register to receive the recording via email to watch at your convenience.

NSW Chapter | Women’s networking lunch

Due to popular demand, we are thrilled to be running our women’s networking lunch again this year.

This is a great networking opportunity for female CFA charterholders to meet other women in the investment industry and hear from successful female investment professionals about their experience and journeys in their careers to date.

Don’t miss the chance to network in person in an intimate setting, places are limited, so please secure your spot now.

Format: In person

Audience: Member

Speaker(s):

Kathy Huang, CFA, Portfolio Manager, Macquarie Systemic Investments
Antonia Badger, CFA, Director, Direct Capital Markets Products, NAB