Thursday, 29 October | Park Hyatt, Melbourne
CFA Society Australia 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.
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:
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.
| Event Details | Location | Date & Time | |
|---|---|---|---|
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VIC Chapter | Chief economist insights: Geopolitics, portfolio construction and private markets Hear from industry experts as they unpack the macro forces and geopolitical trends shaping private market investment today. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s): Alex Joiner, Chief Economist, IFM Investors Host: Cheryl Lim, CFA, Senior Credit Analyst at Coolabah Capital Investments |
Dimensional, Melbourne | July 16, 2026 12:15pm - 1:30pm |
Learn More & Register |
|
VIC Chapter | Investing in an ageing world Gain insights into the investment implications of an ageing population, from portfolio construction and risk management to the evolving role of super funds in global capital allocation. Format: In-person Open to: Members, Candidates Speaker(s): Fiona Stewart, CFA, Global Lead Insurance and Pensions, World Bank Group Host: Dr. Nga Pham, CFA, Director, CFA Society Australia and Associate Professor, Director of External Engagement, Monash University |
Monash Centre for Financial Studies, Monash Business School | July 28, 2026 12:00pm - 2:00pm |
Learn More & Register |
|
Webinar I Claude code: AI for investment professionals Discover how investment professionals can use Claude Code to automate research, analyse financial data, build custom investment tools, and streamline workflows through practical, real-world applications of AI. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Michael Wang, CFA, Founder & Managing Consultant, WhyPred Host: Chris Schade, CFA, Portfolio Manager, ClearBridge Investments |
Online via Zoom | July 30, 2026 12:00pm - 1:00pm |
Learn More & Register |
|
NSW Chapter | Quarterly member social drinks Connect with fellow CFA Society Australia members at our NSW Chapter quarterly social drinks, an opportunity to strengthen professional connections, share insights and engage with the local member community. Format: In-person Open to: Members |
Henley's Bar, King St Wharf | August 6, 2026 5:30pm - 7:30pm |
Learn More & Register |
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NSW Chapter | AI and past transformational technology: Considerations for productivity, jobs and real assets Explore how AI is reshaping productivity, jobs, cities and real estate – and what history suggests about the investment opportunities ahead. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s): Alexandra Gray, Head of Research, Mirvac Group Host: Irene Ye, CFA, Senior Investment Analyst, Commonwealth Private |
Dimensional, Sydney | August 11, 2026 12:15pm - 1:30pm |
Learn More & Register |
|
QLD Chapter | Fireside chat and social drinks with Mark Delaney, CFA Join Mark Delaney, CFA, for an exclusive fireside chat and networking drinks as he reflects on leading AustralianSuper, navigating global market cycles, and the principles that have shaped long-term investment success. Format: In-person Open to: Members, Candidates Speaker(s): Mark Delaney, CFA, Former Chief Investment Officer and Deputy Chief Executive, AustralianSuper Host: Maria Wilton AM, CFA, Independent Chair and Director |
Customs House, Brisbane | August 20, 2026 5:30pm - 7:30pm |
Learn More & Register |
|
VIC Chapter I Quarterly member social drinks Join fellow CFA Society Australia members for the VIC Chapter quarterly social drinks. Catch up with colleagues, meet other members and strengthen your connections within Melbourne’s investment community over drinks and canapés. Format: In-person Open to: Members |
The Metropolitan Hotel | August 27, 2026 5:30pm - 7:30pm |
Learn More & Register |

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:
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.
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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