CFA Society Australia Investment Leader Forum

CFA Institute Board of Governors

In February 2025, the global CFA Institute Board of Governors convened in Sydney for only the second time in the 62-year history of the CFA Program. To celebrate this historic gathering of the 14-person board from 7 different countries, we brought the Australian investment community together on Wednesday, 19 February, to discuss the future of our industry.

The Forum explored global trends and their impact on Australia’s investment industry, offering insights into talent development, market innovation and the future of superannuation system and asset management.

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Forum program:

• The industry through the eyes of CFA Institute

  With nearly 200,000 members and charterholders in 160 locations, CFA Institute has a unique perspective on the current state and future trajectory of the investment industry.

  Speakers:
  Marg Franklin, CFA, President & Chief Executive Officer, CFA Institute
  Marshall Bailey, CFA, OBE, Board Chair, CFA Institute
  Moderator: Michael Clancy, CFA, Chair, CFA Society Australia and Chief Executive Officer, Qantas Super

• Interactive workshop session: Consider what the world might look like 20 years from now and what this means for the future of investment management

  A thought-provoking discussion where participants envision a future different from today. Exploring the future of the investment management industry as well as the investments of tomorrow and the skills required to retain relevancy. This is your chance to engage, discuss and predict the future.

  Moderators:
  Cassandra Crowe, CFA, co-Chair, CFA Society Australia Member Council and Vice President, T. Rowe Price Group, Inc.
  Lauren Zusy, CFA, Associate Director, Client Solutions Group, Macquarie Asset Management

• The growing role of pension systems with a spotlight on superannuation

  How will the superannuation system grow and develop and what will it mean for investing?

  Speakers:
  Jeremy Cooper, Non-Executive Director
  Mary Delahunty, Chief Executive Officer, Association of Superannuation Funds of Australia
  Damian Graham, CFA, Chief Investment Officer, Aware Super
  Dr Deborah Ralston, Non-Executive Director
  Moderator: Anthony Serhan, CFA, Distribution Director, Perpetual Group

  

• The investment firm of the future

  Exploration of innovations, strategies, and technologies that will shape future investment firms.

  Speakers:
  Susan Chan, Senior Managing Director, BlackRock
  Mark Lazberger, CFA, Chairman & Founding Partner, Omnia Capital Partners
  Ani Satchcroft, Co-Head of Infrastructure, Asia-Pacific, Macquarie Asset Management
  Alison Tarditi, Chief Investment Officer, Commonwealth Superannuation Corporation
  Moderator: Richard Brandweiner, CFA, Chair & Foundation Member, Impact Investing Australia