Events - CFA Society Australia

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Event Details	Location	Date & Time
VIC Chapter \| Unlock your team’s collective intelligence – The neuroscience of high-performing investment leadership Join us for a special event featuring Sarah Maynard, CFA Institute Global Head of Inclusion, and Dr Hannah Critchlow, internationally acclaimed neuroscientist, and bestselling author. This event is for the CFA Society Australia and senior industry professionals who are passionate about building more inclusive workplaces and strengthening collaboration and decision-making across the investment industry. Format: In person Open to: Members, Industry professionals Speaker(s): Dr Hannah Critchlow, Internationally-acclaimed neuroscientist, broadcaster, author and Fellow at Magdalene College	Dexus Place, Melbourne	February 24, 2026 4:00pm - 6:00pm	Learn More & Register
NSW Chapter \| Unlock your team’s collective intelligence – The neuroscience of high-performing investment leadership Join us for a special event featuring Sarah Maynard, CFA Institute Global Head of Inclusion, and Dr Hannah Critchlow, internationally acclaimed neuroscientist, and bestselling author. This event is for the CFA Society Australia community and senior industry professionals who are passionate about building more inclusive workplaces and strengthening collaboration and decision-making across the investment industry. Format: In person Open to: Members, Industry professionals Speaker(s): Dr Hannah Critchlow, Internationally-acclaimed neuroscientist, broadcaster, author and Fellow at Magdalene College	Deloitte, Sydney	February 25, 2026 4:00pm - 6:30pm	Learn More & Register
Webinar I The Australian sustainable finance taxonomy: enabling the credible allocation of capital towards Paris-aligned activities Nicole Yazbek-Martin, Executive Manager: Sustainability Standards and Practice at the Australian Sustainable Finance Institute (ASFI), will discuss the release of the Australian Sustainable Finance Taxonomy and how its development has been designed to increase capital flows towards the climate and nature transition and embed sustainability into operating practices. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Nicole Yazbek-Martin, Executive Manager: Sustainability Standards and Practice, Australian Sustainable Finance Institute	Online via Zoom	February 25, 2026 12:00pm - 1:00pm (AEDT)	Learn More & Register
VIC Chapter I Female investor panel & IWD 2026 celebration Join us for an inspiring female investor panel in celebration of International Women’s Day 2026. Open to all, this engaging session will feature leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The panel will conclude with an interactive Q&A, following drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Debra Tay, Managing Director \| Co-founder & Director, UBS & Cycling Bears	Perpetual Limited, Melbourne	March 4, 2026 5:30pm - 7:30pm	Learn More & Register
NSW Chapter I Female investor panel & IWD 2026 celebration Join us for an inspiring female investor panel in celebration of International Women’s Day 2026. Open to all, this engaging session will feature CFA charter holders and leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The panel will conclude with an interactive Q&A, followed by drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals	Russell Investments, Sydney	March 11, 2026 5:30pm - 7:30pm	Learn More & Register
VIC Chapter I CLOs unpacked: Navigating the world of structured credit This session will provide a clear and practical introduction to the collateralised loan obligation (CLO) market, drawing on deep experience across global credit markets, with Bill Ammons, Founding Partner and Portfolio Manager at AlbaCore Capital Group, as the presenter of this session. Attendees will gain an accessible overview of how CLOs are structured, what drives performance, and how investors are using the asset class in today’s evolving credit landscape. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Bill Ammons, Founding Partner and Portfolio Manager, AlbaCore Capital Group	S&P Global, Melbourne	March 11, 2026 12:15pm - 1:30pm (lunch is included)	Learn More & Register
QLD Chapter \| Female finance leaders fireside chat & IWD 2026 celebration Join us for an inspiring female investor fireside chat in celebration of International Women’s Day 2026. Open to all, this engaging session will feature leading industry experts sharing insights on investing, leadership, and navigating today’s industry as a female investment professional. The fireside chat will conclude with an interactive Q&A, followed by drinks and nibbles for networking with peers and celebrating the achievements of women in finance. Format: In person Open to: Members, Candidates, Industry professionals	McGrathNicol, Brisbane	March 12, 2026 5:30pm - 7:30pm	Learn More & Register
WA Chapter \| Economic update, IWD celebration and social drinks Join us for an economic update from Paula Gadsby, Senior Economist and Director at EY Australia, followed by an International Women’s Day celebration and informal social drinks. Drawing on her experience across government, central banking and finance, Paula will share insights into current economic conditions and emerging issues shaping the Australian and Western Australian economies. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Paula Gadsby, Senior Economist, EY Australia	The Pavilion, One Two Five By Hub, Perth	March 12, 2026 5:00pm - 7:30pm	Learn More & Register
Webinar I Chat with a Real Estate Fund Manager Join CFA Society Australia for an informal conversation with Jonathan Lee, CFA from Qualitas, exploring careers and investment insights within real estate funds and private markets. This session is designed for CFA Program candidates, early career finance professionals and university students who are interested in understanding how real estate strategies are implemented within institutional portfolios. Jonathan will share his experience working in real estate investment and discuss how real estate funds operate, how opportunities are assessed and how this asset class contributes to diversified investment strategies. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Marco Fantozzi, CFA, Portfolio Analyst, Ophir Asset Management Jonathan Lee, CFA, Fund Manager – Total Return Credit, Qualitas	Online via Zoom	March 12, 2026 12:30pm - 1:30pm (AEDT)	Learn More & Register
VIC Chapter I Recruiter insights & networking evening Hear directly from experienced finance recruiters as they share insights into current market conditions and what employers are seeking from early career professionals and CFA Program candidates, followed by networking with peers and industry professionals. Light refreshments and networking drinks will be served. Format: In person Open to: Members, Candidates, Industry professionals	Dimensional Fund Advisors, Melbourne	March 19, 2026 5:30pm - 7:30pm (drinks and nibbles included)	Learn More & Register
Webinar I AI tools can now write formulas, generate analyses, and even build financial models. But does faster always mean better?In partnership with CFA Society Australia, Ian Schnoor, CFA, Executive Director of Financial Modeling Institute, explores the practical opportunities and limitations of AI in financial modeling. He will examine where AI can genuinely enhance productivity, where it introduces hidden risk, and why strong modeling fundamentals are more important than ever in an AI-enabled environment. Format: Online Open to: Members, Candidates, Industry professionals Speaker(s): Ian Schnoor, CFA, Executive Director, Financial Modeling Institute (FMI)	Online via Zoom	March 19, 2026 12:00pm - 1:00pm (AEDT)	Learn More & Register
NSW Chapter \| Recruiter insights & networking evening Take the next step in your finance career with insider access to the recruiters shaping today’s talent market. Hosted by Tim Dowling, CFA, hear directly from leading recruiters as they share what employers are looking for right now and how you can stand out. Enjoy an interactive panel and Q&A, followed by networking with peers and industry professionals over drinks and canapés. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Meredith Jordan, Partner – Listed Markets & Asset Management, Platinum Pacific Partners Jack Brown, Director, Keegan Adams Mischa Bennett, Founder & Managing Director, Capital Executive Search	Morgan Stanley, Sydney	March 24, 2026 5:30pm - 7:30pm (drinks and nibbles included)	Learn More & Register
VIC Chapter I CFA Program Candidate social event Join us for a relaxed CFA Program candidate social event, designed exclusively for candidates currently enrolled in the CFA Program. This event provides an opportunity to connect with fellow candidates across all levels in a supportive environment. Format: In person Open to: Candidates	The Imperial Hotel, Melbourne	April 16, 2026 5:30pm - 7:30pm	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.

Upcoming Events

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

CFA Society Australia Professional Learning Webinars