CFA Society Australia Investment Conference 2025
16 October | Sofitel Wentworth, Sydney
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.
Upcoming Events
| Event Details | Location | Date & Time | |
|---|---|---|---|
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WA Chapter | Quarterly social drinks and 2025 charter awards Celebrate the achievements of our newest CFA charterholders and connect with fellow members over drinks and canapés. Strengthen professional relationships and recognise the milestones within the CFA Society Australia community in a relaxed and friendly environment. Format: In person Audience: Member, Candidate |
The Melbourne Hotel, Perth | May 23, 2025 5:00pm - 7:00pm |
Learn More & Register |
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WA Chapter | Unlocking capital for mining project development: The role of strategic investors Explore how strategic investors contribute to the development of mining projects. Gain valuable insights as investment professionals analyse investment approaches, including equity investments, joint ventures, and partnerships, highlighting trends and themes in mining project financing. Format: In person Audience: Member, Candidate, Non-member Speaker(s): Patrick Leung, Principal, Naust Capital Ga Vin Lee, Partner, Model Answer |
The Melbourne Hotel, Perth | May 23, 2025 3:45pm - 5:00pm |
Learn More & Register |
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Webinar | Exploring careers in asset management – Where the CFA Program can take you Explore how to position yourself for success in the asset management industry as a CFA Program candidate. Gain insider insights on recruitment practices, front-office career paths, and the role the CFA designation plays in boosting your marketability within a competitive investment landscape. Can’t make it live? Register to receive the recording via email to watch at your convenience. Format: Online Audience: Candidate Speaker(s): Gabrielle Percic, Director, Capital Executive Search |
Online | May 27, 2025 12:30pm -1:30pm (AEST) |
Learn More & Register |
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Webinar | Inclusion coming under pressure: A strategic conversation As political headwinds challenge inclusion efforts globally, Australia’s investment community faces a defining opportunity. Explore how embracing diverse teams can drive stronger investment outcomes and position Australia as a global leader in inclusive investment management. Can’t make it live? Register to receive the recording via email to watch at your convenience. Format: Online Audience: Member, Non-member Speaker(s): Sarah Maynard, Global Senior Head, CFA Institute Sandi Orleow, CFA, Non-Executive Director |
Online | May 29, 2025 5:30pm - 6:30pm (AEST) |
Learn More & Register |
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Webinar | Communicate like a leader Explore the communication traits that distinguish leaders from followers, from body language and vocal tone to the power of precise language. Learn how to enhance your presence, command attention, and project leadership in meetings, conversations, and high-stakes moments. Can’t make it live? Register to receive the recording via email to watch at your convenience. Format: Online Audience: Member, Non-member Speaker(s): Nick Bird, MSB Executive |
Online | June 12, 2025 5:00pm - 6:00pm (AEST) |
Learn More & Register |
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NSW Chapter | 2025 CFA charter awards ceremony Celebrate the achievement of earning your CFA charter with family, friends, and the CFA Society Australia community. This special evening recognises new charterholders with food, drinks, and a presentation-sized replica of the official charter, offering a memorable opportunity to mark this career milestone. Format: In person Audience: New charterholders |
Ivy Sunroom | June 19, 2025 6:00pm - 9:30pm |
Learn More & Register |
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QLD Chapter | End of financial year social and trivia night Celebrate the end of the financial year with an evening of trivia, a Queensland-themed BBQ, and social drinks. This event brings CFA Society Australia members and candidates together for a night of fun, connection, and a cheeky celebration of Queensland pride. Format: In person Audience: Member, Candidate |
Elston House | June 19, 2025 5:00pm - 8:00pm |
Learn More & Register |
|
VIC Chapter | 2025 CFA charter awards ceremony Celebrate the achievement of earning your CFA charter with family, friends, and the CFA Society Australia community. This special evening recognises new charterholders with food, drinks, and a presentation-sized replica of the official charter, offering a memorable opportunity to mark this career milestone. Format: In person Audience: New charterholders |
RACV City Club | June 26, 2025 6:00pm - 9:30pm |
Learn More & Register |
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Webinar | Start your CFA Program journey – Welcome session Start your CFA Program journey with a virtual orientation designed to ease the transition into exam preparation. This session introduces the CFA Program structure, highlights key resources, and showcases opportunities to engage with CFA Society Australia’s community and events. Can’t make it live? Register to receive the recording via email to watch at your convenience. Format: Online Audience: Candidate |
Online | July 1, 2025 6:00pm - 7:30pm (AEST) |
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.
