Australian Investment Conference 2026

Thursday, 29 October. Park Hyatt, Melbourne

The Australian Investment Conference is the leading industry forum for the investment management profession. Its core purpose is to review, unpack and explore micro and macro themes impacting the investment landscape and connect Australian and global thought leaders to share perspectives, practical insights and emerging trends.


Upcoming Events

 

CFA Society Australia aims to promote an active professional community through our learning and social networking events calendar. Most events are open to everyone, including:

      • Non-member / industry professionals
      • CFA Society Australia members
      • CFA Program candidates

Some events are exclusive to CFA Society Australia members. Please refer to the event details for eligibility information.

Follow our LinkedIn page for regular event reminders.

 

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Event Details Location Date & Time  

NSW Chapter | Level I candidate study group: Fixed Income

An interactive study session for Level I CFA Program candidates to strengthen their Fixed Income knowledge through collaborative problem-solving, peer discussion and guidance from CFA charterholders, while connecting with fellow candidates.

Format: In-person

Open to: Candidates, Associate Members

Macquarie, Sydney CBD September 29, 2026
6:00pm – 8:00pm
Learn More & Register

Webinar I GIPS from the asset owner perspective: An overview for Australian superannuation funds and ethical considerations

Learn how the Global Investment Performance Standards (GIPS) apply to Australian superannuation funds, with practical insights into performance reporting, governance, verification, and the ethical principles that underpin transparent and trustworthy investment outcomes.

Format: Online

Open to: Members, Candidates, Industry professionals

Speaker(s):

Amy Bourdeau, Partner at Blueprint GRC

Host: Nidal Danoun, Executive Director at Prosperity Financial Services (PFS Consultancy)

Online via Zoom October 7, 2026
12:00pm - 1:00pm
Learn More & Register

QLD Chapter | CFA Society Australia Finance & Investment Career Event 2026

We invite university students and CFA Program candidates to join us at the CFA Society Australia Finance & Investment Career Event in Brisbane. This event is designed to help you explore career opportunities, connect with leading employers and gain insights from experienced finance professionals.

Format: In-person

Open to: Candidates, University students

Speaker(s):

  • Vikram Kholsa, CFA, Asset Strategy & Growth Manager, Aurizon
  • Olivier Tisserand, CFA, Director, Corporate Valuation Advisory, PwC

voco Brisbane City Centre October 8, 2026
Careers event: 3:30pm – 6:00pm | CFA Institute Research Challenge Final: 6:00pm – 9:00pm
Learn More & Register

VIC Chapter I The many faces of finance: Stories from inside the industry

Explore the many paths into investment management as industry professionals share their unique career stories and insights.

Format: In-person

Open to: Members, Candidates, Industry professionals

Speaker(s):

  • Adele O’Shannassy, CFA, Head of Research, Drummond Capital Partners
  • Andrew Yap, Head of Portfolio Solutions,Zenith Investment Partners
  • Linda Trusler, CFA, Founder, Trusler Consulting and Academy

Host: Atharv Seth, Investment Consultant, Frontier Advisors

Monash Centre for Financial Studies, Monash Business School (Melbourne CBD) October 13, 2026
5:30pm - 7:30pm
Learn More & Register

NSW Chapter | 2026 CFA Institute Research Challenge local final

Join us for the NSW CFA Institute Research Challenge Local Final, where the top university teams in NSW will present their investment recommendations on Atlassian (NASDAQ: TEAM) to a panel of industry judges, with the winning team advancing to the Oceania sub-regional competition, followed by networking and refreshments.

Format: In-person

Open to: Members, Candidates, Industry professionals

State Street October 15, 2026
6:00pm – 8:30pm
Learn More & Register

VIC Chapter | 2026 CFA Institute Research Challenge local final

Join us for the VIC CFA Institute Research Challenge Local Final, where the top university teams in Victoria will present their investment recommendations on Endeavour Group Ltd (ASX: EDV) to a panel of industry judges, with the winning team advancing to the Oceania sub-regional competition, followed by networking and refreshments.

Format: In-person

Open to: Members, Candidates, Industry professionals

Le Méridien Melbourne October 15, 2026
5:30pm – 9:00pm
Learn More & Register

Online training I Copilot 1.0 for finance professionals

Learn how to use Microsoft 365 Copilot to boost productivity across Excel, Word, PowerPoint, Outlook and Teams, with practical finance-focused applications, prompt-writing techniques, and guidance on best practices, limitations, security and ethical considerations.

Format: Online

Open to: Members, Candidates, Industry professionals

Online November 20, 2026
9:00am - 12:00pm
Learn More & Register

Online training I ChatGPT 1.0 for finance professionals

Learn how to use ChatGPT to improve productivity and decision-making in finance through effective prompting, data analysis, research, document drafting, and workflow automation, while understanding its limitations, best practices, and ethical considerations.

Format: Online

Open to: Members, Candidates, Industry professionals

Online November 27, 2026
9:00am - 11:00am
Learn More & Register

Online training | Claude 1.0 for finance professionals

Learn how to use Claude effectively in a finance context, covering prompt engineering, document analysis, research, due diligence, data analysis, and practical strategies to minimise misinformation and improve productivity.

Format: Online

Open to: Members, Candidates, Industry professionals

Online December 4, 2026
9:00am - 12:00pm
Learn More & Register

For a full list of CFA Institute events, please click here >

 

 

The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

Benefits of the Global Passport Program include:

  • Expand your network and connect with other CFA charterholders and investment professionals from different markets and regions
  • Learn from global experts and gain insights into diverse topics and perspectives that are relevant to your career and interests
  • Earn PL credits and demonstrate your commitment to lifelong learning and ethical standards

 

These events will improve understanding of local markets and provide a good platform for networking and career development.

To take advantage of this program, visit the list of participating societies. Look for a society in the market you’re interested in, and explore their website for upcoming opportunities.

 

Missed a Webinar

CFA Society Australia Professional Learning Webinars

Watch our Professional Learning webinars on demand. The webinar replay library is a member benefit. Members can contact us to obtain the password for access.

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