CFA Society Australia

🎉Congratulations to The University of Western Australia for winning the WA chapter competition of the CFA Institute Research Challenge! Their insightful research report on Ramelius Resources (ASX:RMS) earned them the top spot in this highly competitive event.   🙏 Thank you to our team mentors Jordan Pursuer, Trent Barnett, CFA, Julian Lake, and Brandon Hayward whose guidance has been invaluable to the teams throughout this process. We’d like to extend our gratitude to our sponsors DR Capital and Curtin University, and our volunteer committee for helping make this event possible.   👏 A special shoutout to the teams from Curtin University and Edith Cowan University for your hard work and dedication which made the event truly inspiring.   🙏And a big thank you to our judges Rob Huth, CFA, Martin Stulpner, CFA and Liam Newport for the time and expertise.   🍀Good luck to the team from the University of Western Australia as they prepare to represent the WA chapter in the Oceania competition.   Khalil Modarrisi, CFA, PRM, Sam Warrier, CFA, Regina Rao - CFA, CA, Ashley Kerfoot, CFA, Clinton Cheng CFA, CA, Claire Mortoni, CFA, Mona Basso, Ben Fels, Xavier Giumelli, Daksh Aggarwal, Flynn Tyson, Neev Kashmir, Tingxi (Riven) Zhang, Rui Zhong, Lee Smales, CFA, Jaime Yong, Ryan Hair, Dylan Bogoevski, Ruoxu Zhao, CFA, Luke Dixon

📣 Final call for registrations! Join us for the 2024 CFA Institute Research Challenge Local Final! This prestigious global competition gives university students hands-on experience in financial analysis and professional ethics through mentoring and intensive training. The Local Final competition will bring together the top teams from universities across Victoria and South Australia, showcasing their analytical, valuation and presentation skills in an in-person competition. Teams will present their reports to a panel of expert local investors and CFA charterholders, who will judge the presentations and announce the winning team. The victors will move on to compete in the sub-regional competition. 📍 KPMG Melbourne, 727 Collins St, Docklands 📅 Thursday, 31 October | 5:30pm - 9:00pm Register your attendance: https://cvent.me/ld5XLa

🏆 Congratulations to the team from the University of Sydney who have won the NSW Final of the CFA Institute Research Challenge!   Supported by their mentor Timothy Foy, the team won with their impressive 'Buy' recommendation on Origin Energy Ltd (ASX: ORG), showcasing their in-depth analysis and investment expertise. 👏 A big shoutout to the other incredible finalists: UTS, UNSW, and SP Jain School of Global Management. Your hard work and dedication made it a truly competitive and inspiring event!   We'd also like to express our appreciation to the judges: James Holliday-Smith, CFA, Jessica Jouning, Jessica Leung, CFA, and Lucy Peng, CFA, CA, for their questions and expertise.   🙏 Finally, a big thank you to the committee Karri Grewar, CFA, Samantha Feeley, CFA, Divyesh Shah, CFA, Frank Li, CFA, and Xiao Xu, PhD, FSA, FIAA, CERA, CFA, FRM, CA, CPA for their dedication to organise the local competition, and to Macquarie for hosting the Research Challenge events in Sydney this year. This wouldn't have been a success without you.   The University of Sydney team will now compete in the Asia Pacific Sub-Region Final against the winning teams from the other competitions in Australia and New Zealand. We wish them the best of luck on this next step of their journey.   Well done to all the teams and their mentors for their outstanding efforts. Michaela Francis, Michelle Granbery, Emma Phillips, Lauren Zusy, CFA, Daksh Chuchra, Marcus Shor, Alysha Airey, Kevin Lee, Yash Samant

🙏 A huge thanks to everyone who joined our sold-out session on Private Debt Unpacked in Sydney! Attendees had the opportunity to hear an informative presentation from the team at Barings; Justin Hooley and Rafael Robledo as they provided their insights into deal structures, loan types, secondary markets, and portfolio management. A big thank you to our sponsors, BDO in Australia for providing the venue and Barings for sponsoring, your support was invaluable to making this event a success!    #PrivateDebt #ProfessionalLearning #CFASocietyAustralia   Toby R Lewis, Joshua Nappa, CFA, Zoe Cowley, Deen Rad, CA, CFA, Emma Phillips

Join us for an informative session in Sydney as Will Liang, Executive Director at MA Financial Group, delves into the transformative potential of Generative AI and how to seamlessly incorporate it into business strategies.   Through a comprehensive exploration of real-world applications, attendees will discover how GenAI is being used across various industries to drive innovation, enhance productivity, and unlock new opportunities. Additionally, attendees will gain insights into best practices for deploying GenAI, ensuring successful integration and long-term value.   Whether you're just beginning your AI journey or looking to refine your existing strategies, this session will provide the knowledge and tools you need to leverage GenAI effectively in your business. 📅 Thursday 14 November ⌚ 12:15pm - 1:30pm 📍 State Street, Level 14, 420 George St Register your attendance: https://cvent.me/8kv37A Tristen Huupponen, CFA, Lingyun (Irene) Ye, CFA, Emma Phillips

👨💻 Joshua Nappa, CFA, Associate Portfolio Manager at U Ethical Investors, recently provided university students with an informative lecture as part of a new guest lecture series.   Attendees had the chance to hear from an experienced investment professional, gaining insights into the following topics: ✔️ Practical applications of fixed income portfolio management strategies, as well as new trends and developments in the ESG space ✔️ What employers look for when hiring for fixed income roles ✔️ The CFA program and how it helps your career   Following this, a Q&A session was held where attendees had the chance to pick the mind of an industry professional.   If you are a CFA Society member and are interested in being involved in this series to help our future investment professionals grow, please contact Winnie Wong, CFA for more information. 

📣 Final call for registrations! You are invited to join us for an insightful professional learning session in Sydney as Justin Hooley, Managing Director, Asia Pacific Private Credit, Barings, covers key areas of private debt that are typically overlooked and misunderstood. Justin will explore key features of this traditionally opaque asset class in depth, providing a vital look-through into deal structures, loan types, secondary markets and portfolio management. Don't miss out on this valuable learning opportunity. 📍 BDO Sydney, 1 Margaret St ⌚ 12:15pm - 1:30pm 📅 Thursday 24 October Register your attendance: https://cvent.me/ld97NP

You are invited to join us for an informative professional learning session in Perth as Christopher Francis 范尚弘, Senior Consultant, Michael Page, shares insights from Michael Page’s Talent Trends 2024 report, “The Expectation Gap.” Chris will explore various factors affecting the recruitment market, including significant shifts in the work environment, and the evolving nature of employee loyalty. Following this, attendees will also have the opportunity to hear about the value of the CFA charter in the marketplace as well as career options. 📍 Michael Page, 167 St George's Terrace 📅 Tuesday, 29 October | 12:00pm - 1:15pm Register your attendance: https://cvent.me/k9OqyK Mona Basso, Ian Chu, CFA, Tingxi (Riven) Zhang, Jaime Yong, Joyce Khuu

🌏 As populations age and economic challenges intensify, ensuring financial security in retirement has become critical.   The 2024 Mercer CFA Institute Global Pension Index has evaluated the retirement income systems from 48 countries across the world on key factors including their adequacy, sustainability, and integrity, providing insights into their long-term effectiveness.   The featured topic of this year’s report explores how better retirement outcomes can be achieved for defined contribution members. Learn more: https://lnkd.in/gfJx5DHS

🎉 #AIC is all wrapped up for 2024! It was a wonderful day filled with insights as we brought together industry leaders from Australia and around the world to exchange their knowledge and experiences in the investment industry. 🎤 A special shoutout to our speakers for providing attendees with such a valuable experience. 33 speakers took part in 10 sessions, including our keynote speakers: 🔸 Cliff Asness, Managing & Founding Principal, AQR Capital Management 🔸 Carol Geremia, President & Head of Global Distribution, MFS 🔸 Diana Mousina, Deputy Chief Economist, AMP 🔸 Kiril Sokoloff, Chairman &Founder, 13D Research and Strategy 🔸 Ashbel Williams, Vice Chair, J.P. Morgan Asset Management 🙏 Thank you to our sponsors for making this event possible – we couldn’t have done it without your support! Platinum: MFS Asset Management and T. Rowe Price Australia Gold: AllianceBernstein Silver: Dimensional Fund Advisors, Escala Partners, Fidelity International, Franklin Templeton, Janus Henderson Investors, J.P. Morgan Asset Management and Macquarie Asset Management And finally, a huge thank you to all delegates for your active involvement and participation throughout the day. Your engagement made this event truly memorable! #AIC2025 is locked in for the 16th of October in Sydney, so make sure to save the date, you don't want to miss out! Lisa Carroll, Brenda Ho, Emma Phillips, Michaela Francis, Stephanie Bonanno, Jenny Liakopoulos, Michelle Granbery, Mona Basso, Brent Anderson