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:
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- Non-member / industry professionals
- CFA Society Australia members
- CFA Program candidates
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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 | |
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NSW Chapter | Vance Serchuk, KKR Global Institute: Geopolitical forces reshaping the investment landscape Gain practical insights into the geopolitical forces shaping global markets, as Vance Serchuk of KKR Global Institute explores how investors can assess risk, identify opportunities and incorporate geopolitical analysis into investment decision-making. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s): Vance Serchuk, Partner and Executive Director, KKR Global Institute |
Dexus Place, Sydney | September 10, 2026 7:45am - 8:45am |
Learn More & Register |
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Webinar | Critical minerals: Unearthing the opportunities and risks Explore the investment opportunities and risks emerging from the critical minerals sector as global demand accelerates, and gain practical insights into the trends, market dynamics and portfolio considerations shaping this evolving asset class. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Stefan Skorut, CFA, Chief Investment Officer, RFC Ambrian Funds Management Host: Henry Lyons, CFA, Head of Institutional, Channel Capital |
Online via Zoom | September 10, 2026 12:00pm - 1:00pm |
Learn More & Register |
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VIC Chapter & SA Community | Research Challenge finalist announcement Join us as we congratulate all teams on their hard work and announce the top four finalist teams. Format: Online Open to: VIC & SA Research Challenge teams |
Online via Zoom | September 17, 2026 12:00pm - 12:30pm |
Learn More & Register |
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WA Chapter | A path into investment: Career stories & insights Hear from Investment Director Julia Lee as she shares her unique career journey into the investment industry, offering insights on navigating career transitions, balancing personal commitments, and building a rewarding career through non-traditional pathways. Format: In-person Open to: Members, Candidates, Industry professionals Speaker(s): Julia Lee, Investment Director at Shaw and Partners Asset Management Host: Bei Bei Hu, CFA, Principal Lithium at IGO Limited |
Perth CBD | September 23, 2026 5:30pm - 7:00pm |
Learn More & Register |
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Webinar I Unlisted asset valuations in private markets: Risk, judgement, and regulatory scrutiny Explore the key risks, governance considerations and valuation judgements involved in unlisted asset valuations, with practical lessons from private market transactions, disputes and evolving regulatory expectations. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s):
Host: Anuk Manchanda, CFA, Director, InterFinancial |
Online via Zoom | September 24, 2026 12:00pm - 1:00pm |
Learn More & Register |
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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 |
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Webinar I GIPS from the asset owner perspective: An overview for Australian superannuation funds 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 |
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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):
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 |
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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 |
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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 |
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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.
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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