Australian Investment Conference

27 October 2022

Review, unpack and explore micro and macro themes impacting the investment landscape and connects Australian and global thought leaders to share perspectives, insights and emerging trends.

  • Your location is: Ashburn, 20149
  • Nominated CFA Society:

Upcoming Events

Event Details Location Date & Time Audience  

The Energy Transition – Opportunities, Costs and Risks

A big picture financial perspective on the Energy Transition. The unique role of energy in the global economy and why GHG emissions have not reduced 30 years after the Rio Earth Summit. The fiscal challenges in the short and the medium term, the technological obstacles and the likely time-scale of the task facing us. The economic coordination problem, why energy prices and inflation rates are high and the risks with current western policies. Some market consequences and opportunities.

Format: Webinar

Speaker(s): Philipp Hofflin, Portfolio Manager/Analyst, Lazard Asset Management Pacific Co

Online May 27, 2022
12:00pm - 1:00pm AEST
Member, Employer, Candidate, Non-member Learn More & Register >

Adding Dynamic Scenarios to any Financial Model

Testing scenarios and sensitivities is a critical feature which every financial model should include, but too few do. Often Financial Analysts are asked to test key assumptions in financial models they did not build themselves making the task all the more difficult.

Join us to learn how to add scenario management capability to any existing spreadsheet using the award-winning Dynamic Scenario Manager. This approach uses data tables and avoids VBA allowing the testing of a virtually unlimited number of variables through outputs which recalculated live without further input from the user.

Format: Webinar

Speaker(s): Thomas Paul, Associate Director, BDO

Online May 24, 2022
12:00pm - 1:00pm AEST
Member, Candidate, Non-member Learn More & Register >

Women’s Leadership Workshop: 5 Tips to supercharge your career

Good careers require real motivation.
Insight #1: You’re in charge
Insight #2: Your reputation depends on you
Insight #3: Make your value visible
Insight #4: Office politics is not all bad
Insight #5: It’s good to feel a little out of your depth

Join us for a practical and inspiring workshop to help you establish the groundwork for career progression. This workshop is an in-person event in Brisbane.

Format: In person

Speaker(s): Gillian Fox, Managing Director, Gillian Fox Group

Christies Spaces, 320 Adelaide Street, Brisbane May 26, 2022
5:00pm - 7:30pm
Member, Employer, Candidate, Non-member Learn More & Register >

Python 1: Core Data Analysis

Gain the skills needed to develop Python programs to solve typical Finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best-practices programming in Python to clean, analyse, and visualise financial data. This seminar is designed for anyone who wish to learn and improve their programming skills and automate tasks in financial roles.

Two sessions: June 2 @ 9:00 am – June 3 @ 12:30 pm

Format: Webinar

Speaker(s): In partnership with the Marquee Group

Online June 2, 2022
9:00am AEST
Member, Employer, Candidate, Non-member Learn More & Register >

CFA Society Sydney will be hosting our Opening Doors & Recruiter Event

4:00pm-5:15pm:  The Opening doors event is back in person. This event is targeted at female candidates and members working in or aspiring to attain a career in finance. The four CFA charterholder speakers provide representation of different careers across the financial services industry.

5:30-6:45pm: The Recruiter Event is to hear from 2 recruiters discussing current market conditions and what employers are looking for, also sharing some hints & tips, followed by Q&A.

You can attend both sessions or just one. At the conclusion of both events there will be networking drinks.

Format: In person

Speaker(s): Michael Lin, CFA, Calista Mak, CFA, Melody Liang, CFA, Kristy Mackay-Fisher, CFA, Meredith Jordan & Jason Hutchins

Morgan Stanley, Level 26, Chifley Tower, 2 Chifley Square, Sydney June 1, 2022
5:00pm - 7:30pm AEST
Member, Candidate Learn More & Register >

CFA Society Melbourne Quarterly Member Drinks

Our March event received such excellent feedback we’ve decided to return to the Duke of Wellington for another evening of networking, refreshments, and fun.
Registration for this event is complimentary, and exclusively for members of CFA Society Melbourne.

We look forward to seeing you there!

Format: In person

Speaker(s): -

The Duke of Wellington, 146 Flinders Street, Melbourne, 3000 June 8, 2022
6:00pm AEST
Member Learn More & Register >

Closing the Disclosure Gap: What Analysts Want to See and What Miners can Deliver

Miners, in common with most other issuers of debt or equity on open markets, face ever-increasing scrutiny of their environmental, social, and governance (ESG) risks and how well they manage them. Mining, however, faces a special set of challenges and the specific risks are almost unique to each operation. Overly simplistic metrics, used in haste, may misprice ESG risks for a given asset or group of assets: sound opportunities may be overlooked; conversely, expensive problems may lurk in the detail lost in a cursory assessment.

Format: In person

Speaker(s): David O'Brien, Executive Consultant, RPM Global

Melbourne Hotel, Karingal 2, 33 Milligan Street, Perth, 6000 June 3, 2022
7:15am - 8:30am AWST
Member, Employer, Candidate, Non-member Learn More & Register >

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



CFA Societies Passport Program

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:

– Opportunities for extended global networking
– Access to global professional development opportunities
– More opportunities to earn CE points

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

If you are traveling, contact the local society at your destination using the Global Society Directory to learn about eligible events and other networking opportunities.


Missed a Webinar

Missed a CFA Societies Australia Webinar?

Access Recorded Webinars >