NSW Chapter I Impact investing panel discussion: Aligning capital with purpose

Join us for a thought-provoking panel discussion with leading voices in the impact investing space. Our panellists will explore what impact investing really means in practice, how success is defined across different organisations, and how capital allocation varies when sourced from public versus private funds. Through their insights, we’ll uncover the opportunities and challenges of aligning financial returns with meaningful social and environmental outcomes.

Format: In person

Audience: Member, Candidate, Non-member

Speaker(s):

Bhanvi Anand, Portfolio and Partnerships Manager, Snow Foundation

Ben Smith, Head of Impact Investing, Paul Ramsay Foundation

Biljana Nikolova, PhD, Senior Director Social Impact Initiatives, Social Ventures Australia

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

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

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

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