CFA Society Australia

Looking to maximise your unallocated budget and scale your marketing efforts? Become a sponsor of the CFA Society Australia Investment Conference (AIC) and showcase your brand to an engaged audience of investment professionals, including over 3,500 CFA Society members and 5,000 CFA Program candidates. The #AIC is the leading industry forum for the investment management profession. We bring together Australian and global thought leaders to explore micro and macro trends affecting the investment landscape and share perspectives and practical insights on emerging trends. 📅 Date: 17 October 2024 📍 Venue: Sofitel Melbourne Confirmed speakers: ✔ Cliff Asness, Co-Founder, AQR Capital Management ✔ Brett Chatfield, Chief Investment Officer, Cbus Super ✔ Cassandra Crowe, CFA, Head of Consultants Australia and New Zealand, T Rowe. Price ✔ Iona Dent, CFA, Associate Portfolio Manager, T. Rowe Price ✔ Jacqueline Fernley, CFA, Chief Investment Officer, Mason Stevens ✔ Carol Geremia, President & Head of Global Distribution, MFS ✔ Lucas Kengmana, Senior Investment Strategist, KiwiSuper ✔ Lucas Klein, Head of EMEA & APAC Equities, Janus Henderson ✔Tracey McNaughton, CFA, Chief Investment Officer, Escala Partners ✔ Allison Miller, CFA, Senior Portfolio Manager, Systematic Equities, AustralianSuper ✔ Ed Northam, Senior Managing Director, Head of Core Renewables, Head of Asia-Pacific, MAM Green Investments ✔ Sandi Orleow, CFA, Non-Executive Director ✔ Ian Patrick, CFA, Chief Investment Officer, Australian Retirement Trust ✔ Zarmeen Pavri, Managing Director, Sustainable Contracting Services Pty Ltd ✔ Anthony Serhan, CFA, Distribution Director, Perpetual ✔ Kiril Sokoloff, Chairman and Founder, 13D Research and Strategy ✔ Craig Thorburn, Director, Research and Insights, Future Fund ✔ Charles Wu, CFA, Chief Investment Officer, State Super Leverage this networking opportunity to establish and strengthen both personal and business relationships within the investment management industry. Contact Michaela Francis or Jenny Liakopoulos for more information. Visit: https://lnkd.in/gcckfQn5 #AIC2024 #Investment #Networking #SponsorshipOpportunities

With the investment industry forever evolving, it's essential to adapt to the changes, and the CFA Institute's Data Science for Professionals Certificate has you covered! The certificate is designed to provide investment professionals with tangible skills to use in your role immediately, as well as equipping you for the future. These include learning practical knowledge of Data Science and fundamentals of machine learning techniques, and how to apply them in the investment process. Learn more about the CFA Institute Data Science for Professionals Certificate here: https://lnkd.in/gXbRn7kQ

Artificial intelligence has been the most important investment topic this decade, and the driving force behind it has been the semiconductor industry. In addition to Nvidia's rise to one of the world's most valuable companies, there is a complex ecosystem of semiconductor companies that are enabling the next wave of innovation. Jon Bathgate, CFA, Investor at NZS Capital, will do a deep dive into how semiconductors have not only enabled AI, but also become critical in our every day lives. Listeners will be provided with a map to the semiconductor industry and how to navigate it in an increasingly geopolitically world, as well as a breakdown of the value chain & key players. Don't miss out on this great opportunity to gain valuable insights into a rapidly growing industry. 📅 Wednesday 31 July | 11:00am - 12:00pm AEST 📍 Webinar Register your attendance now: https://cvent.me/AOMorR Henry Lyons, CFA, Lingyun (Irene) Ye, CFA, Tristen Huupponen, CFA, Lewis Jackson, CFA, Emma Phillips

Renewal is now open for the upcoming membership year! At CFA Society Australia, we are proud to support your career and professional development. #SetTheStandard for professional success. Renew your CFA Society Australia membership today. https://lnkd.in/g6VVsqBH 📢 Member voice. Stronger together. Our diversity of talent (skills, experience and perspective) brought together by the merger is what makes us unique. Each member has their own story and motivations for being part of our growing community. Here are some special callouts: ✅ Ash Naidu, CFA, CIMA®, Consultant and Researcher Relations, GQG Partners. “Gain a deep understanding of investment principles and ethical conduct to set high standards in my career.” ✅ Carmen Leung, CFA, Head of Product Strategy & Pendal Development Perpetual. “Forge meaningful relationships, exchange insights, and stay updated on industry trends, ultimately contributing to my professional growth and success.” ✅ Anselm Loh, CFA, Investment Product Strategy Manager, Vanguard Investments Australia. “Access to vast network of finance professionals locally/globally which presents valuable opportunities for collaboration.” ✅ Sinead Rafferty, CFA, Senior Investment Specialist, Fidante. “Stay up to date with market insights and new opportunities.” #CFASocietyAustralia Lisa Carroll, Brenda Ho, Kylie Bierman, Stephanie Bonanno, Michaela Francis, Emma Phillips, Jenny Liakopoulos, Brent Anderson, Michelle Granbery, Amelia Kurien, Mona Basso, Michael C., Louise Farmakis, CFA, Charles Wu, Rein van Rooyen, FIAA, FIA, CFA, CAIA, FRM, CIPM, CIMA®, Damian Graham, Tracey McNaughton, Jingmin Qian, CFA, FAICD, Nga Pham, CFA.

Looking to maximise your unallocated budget and scale your marketing efforts? Become a sponsor of the CFA Society Australia Investment Conference (AIC) and showcase your brand to an engaged audience of investment professionals, including over 3,500 CFA Society members and 5,000 CFA Program candidates. The #AIC is the leading industry forum for the investment management profession. We bring together Australian and global thought leaders to explore micro and macro trends affecting the investment landscape and share perspectives and practical insights on emerging trends. 📅 Date: 17 October 2024 📍 Venue: Sofitel Melbourne Confirmed speakers: ✔ Cliff Asness, Co-Founder, AQR Capital Management ✔ Brett Chatfield, Chief Investment Officer, Cbus Super ✔ Iona Dent, CFA, Associate Portfolio Manager, T. Rowe Price ✔ Jacqueline Fernley, Chief Investment Officer, Mason Stevens ✔ Carol Geremia, President & Head of Global Distribution, MFS ✔ Lucas Kengmana, Senior Investment Strategist, KiwiSuper ✔ Lucas Klein, Head of EMEA & APAC Equities, Janus Henderson ✔Tracey McNaughton, CFA, Chief Investment Officer, Escala Partners ✔ Ed Northam, Senior Managing Director, Head of Core Renewables, Head of Asia-Pacific, MAM Green Investments ✔ Zarmeen Pavri, Managing Director, Sustainable Contracting Services Pty Ltd ✔ Anthony Serhan, CFA, Distribution Director, Perpetual ✔ Kiril Sokoloff, Chairman and Founder, 13D Research and Strategy ✔ Charles Wu, CFA, Chief Investment Officer, State Super Leverage this networking opportunity to establish and strengthen both personal and business relationships within the investment management industry. Contact Michaela Francis or Jenny Liakopoulos for more information. Visit: https://lnkd.in/gcckfQn5 #AIC2024 #Investment #Networking #SponsorshipOpportunities

CFA Society Australia invites members and candidates in Sydney to an evening of learning and networking at our Opening Doors & Recruiter Insights events! Opening Doors (4:00pm - 5:15pm): Hear from accomplished CFA charterholders share their career journeys and experiences, providing key information for those aspiring to attain a career in finance.   Guest speakers: ✅ Louise Mylott, CFA, Head of Institutional Equities, Morgan Stanley ✅ Mark Lee, CFA, GAICD, Senior Portfolio Manager – Head of Real Estate, Australian Retirement Trust ✅ Rachael Boyte, CFA, Senior Portfolio Manager, Fixed Income, Macquarie Asset Management Please note that this event exclusive to female members and candidates.   Recruiter Insights (5:30pm - 7:30pm): Gain insights from two industry recruiters on current market conditions, interview tips, and learn what employers are looking for.   Guest speakers: ✅ Anton Murray, Director, Anton Murray Consulting ✅ Meredith Jordan, Partner Asset Management & Listed Markets at Platinum Pacific Partners   Don't miss the opportunity to gain valuable insights and build strong connections within our investment community. 📅 25 July, 4:00pm - 7:30pm 📍 Morgan Stanley, Level 39, Chifley Tower, 2 Chifley Square Register your attendance for one or both events: Opening Doors & Recruiter Insights: https://cvent.me/w1bz1N Recruiter Insights: https://cvent.me/x1zqe3 #CFASocietyAustralia #CFAMemberBenefits #Networking #CFACharterholders Rachel Goodwin, CFA, Victoria Tan, CFA, CAIA, Emma Phillips

Join us for an informative session on emerging market equities. Patrick Russel, Director at Northcape Capital, will provide practical information and strategic approaches that are essential in today's finance industry. Attendees will have the opportunity to enhance their investment knowledge by gaining valuable insights into navigating the dynamic landscape of emerging market equity investments and discovering strategic frameworks to thrive in these evolving markets. Don't miss the opportunity to network with fellow industry peers. 📅 Tuesday 23 July, 2024 📍 Opus Workspaces - Level 13/200 Queen St, Melbourne Register your attendance now: https://cvent.me/mn01N1 #EmergingMarkets #EquityInvestment #InvestmentStrategies #FinancialTrends #MarketUpdate James Harman, Henry Lyons, CFA, Joshua Nappa, CFA, Andrew Nolan, Anselm Loh, CFA, Cheryl Lim, CFA, Lewis Jackson, CFA, Christopher Schade, Julian W. Reeves CFA, Stephanie Bonanno

Want to master the language of finance? The CFA Institute's Investment Foundations Certificate has got you covered! This certificate is designed to give you the fundamentals of the finance world, crucial for anyone looking to begin or expand their role in this global industry. Complete 6 courses, pass the final assessment, and you’ll have the knowledge you need to become even more competitive. Let the journey begin. Learn more about the CFA Institute Investment Foundations Certificate at: https://lnkd.in/gF2Tc37D

We are pleased to share that the CFA Institute Research and Policy Center has published this insightful research study on gender and promotion rates in Australian financial services, authored by Cassandra Crowe, CFA GAICD and Dr Laura Ryan PhD. This significant research highlights factors that have led to the under-representation of women in high ranks of the financial services industry, with findings on the gap in promotions, with women less likely to receive unsolicited promotions than men. A special thank you to all who contributed to this work. CFA Society Australia continues to advocate to improve the gender balance at all levels of investment management, and we welcome publication of these findings. Learn more here: https://lnkd.in/gcMEGxYi Sarah Maynard, Gary Rhoda, Richard McGillivray, Lisa Carroll, Michaela Francis, Sandi Orleow, CFA GAICD, Jenny Liakopoulos, Mona Basso, Emma Phillips, Brenda Ho, Michelle Granbery 

Looking to gain insights on sustainable investing as we approach the upcoming corporate reporting season? CFA Society Australia invites members and non-members to join us for an informative preview of the ESG reporting season! Explore the future of sustainable investing and gain strategic foresight from experienced sustainable investing leaders Will Baylis and Naomi B., co-portfolio managers of Martin Currie Australia, as they provide a preview of key sustainability issues expected during the upcoming Australian reporting season. This webinar is essential for investors, analysts and corporate leaders navigating ESG reporting and investing to explore emerging trends and regulatory updates shaping sustainable investment strategies. 📅 Thursday 18 July | 12:00pm - 1:00pm AEST 📍 Webinar Register your attendance now: https://cvent.me/vn81l3 #SustainableInvesting #ResponsibleInvesting #ESGTargets #CorporateGovernance #MemberBenefits #ProfessionalLearning #CFASocietyAustralia James Harman, Henry Lyons, CFA, Joshua Nappa, CFA, Andrew Nolan, Anselm Loh, CFA, Cheryl Lim, CFA, Lewis Jackson, CFA, Christopher Schade, Julian W. Reeves CFA, Jeremy Browne, CFA, Nidal Danoun, Hanyu Liang, CFA, Tristen Huupponen, CFA , Toby Lewis, Lingyun (Irene) Ye, CFA, Paul Raih, CFA, Vanessa Pham, CFA, Natasha Traugott, CFA, CAIA, Stephanie Bonanno, Emma Phillips