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The Art of Diversity

17 June 2019, 5:30 PM | Perth, Australia
CFA Society Perth | Women in Finance Network

Can diversity be good for your bottom line? The Women in Finance Network will explore the link between workforce diversity and financial performance at their upcoming event The Art of Diversity, hosted by Wesfarmers.

The evening will feature a panel discussion with Sherry Duhe from Woodside and Naomi Flutter from Wesfarmers, facilitated by Margo Halbert.

In the spirit of the recently launched #knowmyname campaign, attendees will also be treated to an introduction to the Wesfarmers art collection – with a focus on paintings, photographs, sculptures and digital art by women – by the Curator of the Wesfarmers Collection, Helen Carroll.

We encourage both men and women to come along on Monday 17 June, to participate in this dynamic exchange of ideas around the business case for diversity.


Asset Allocation: HESTA’s Total Portfolio Approach and Investment Outlook

19 June 2019, 12:15 PM | Melbourne, Australia
CFA Society Sydney | 1 CE

Alvin Tan, General Manager of Portfolio Strategy and Economic Research at HESTA, will discuss the fund’s investment outlook and approach towards Asset Allocation.  Unlike traditional asset allocation frameworks that focus on asset class risks and opportunities, Alvin will discuss how HESTA uses a Total Portfolio Approach.  Using this approach, Alvin will explore the ‘factors’ that drive returns and uncertainty that may be common across asset classes and broadly related to the economic environment.   Alvin will also discuss Australia’s housing market as an example of a factor that affects a number of asset classes.
*CFA Society Melbourne has determined that this program qualifies for 1 CE credit hour under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, use the member app to record your CE credit for your participation in this presentation. This is not done automatically.

What’s Trending? Trends in Family Office Investments & Fund Structures

25 June 2019, 7:00 PM | Hong Kong
The Hong Kong Society of Financial Analysts | 1 CE

  • What are the key investment trends observed in family offices?
  • What are the trends in registered fund structures and how do these fund structures compare?

Career Insights: Research, Analytics and the Knowledge Services Industry

27 June 2019, 5:30 PM | PAN India
CFA Institute India | 1 CE

Machine learning (ML) and artificial intelligence (AI) are among the most talked about areas at global corporations and the financial services industry is at the forefront of the revolution. The growing applicability of ML and AI is driven by three key factors of growth in computational power, increasing availability of digital data (both structured and unstructured data), and the falling cost of data infrastructure.

There exists a huge scope for skilled finance personnel to participate in this industry evolution and build out distinct research offerings and products based on deep knowledge of data, processes, and required outcomes. This webinar aims to create broader awareness of trends and discuss opportunities for CFA® charterholders and candidates.

WEBINAR - Career Insights: Research, Analytics, and the Knowledge Services Industry

27 June 2019, 5:30 AM | Online
CFA Institute | 1 CE

The investment banking industry has been going through massive changes and is struggling hard to combat cost pressure and increased regulatory changes. Banks are now increasingly leveraging technology. The research function cannot lag. Core analytical functions of research firms (in equity research, fixed income research, credit risk) have largely remained untouched by technology over the past decades. While research analysts continue to dominate analytical functions by leveraging their experience to deliver deep insights about stocks, industry and economy, cognitive automation is a disruptive threat for research.

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CFA Career Day

28 June 2019, 9:00 AM | Pune, India
CFA Society India

India’s financial services sector is transforming rapidly, thanks to formalization of the economy, growing digitization and the emergence of fintech and artificial intelligence. These changes are creating new and exciting opportunities in the world of finance.

The event is focused on #CFAcareers and exclusively for CFA charter holders, charter-pending and CFA® Program candidates. Gain valuable insights on career development, career management and the emerging trends in financial services. Meet some of the top employers in finance and explore career opportunities with them.

Master at Work: Investing frameworks that Win

29 June 2019, 9:00 AM | Kolkata, India
CFA Institute India

CFA Society India is hosting a full day Investment Summit in Kolkata. The summit will feature thought leaders from India across diverse investment styles and markets. Join us to learn from the best.

India's rapidly growing market place is creating multiple opportunities across diverse fields. An expert perspective is often required for identifying and converting opportunities to success. Listening to specialist practitioners and applying best in class techniques is a significant source of competitive advantage. Super Stars from Graham-and-Doddsville amply demonstrate the importance of learning from experts.

The CFA brand with its global connect of more than 160,000 practitioners has been at the forefront in creating educational events that offer rich practitioner oriented insights.

To discover and learn from Investing Masters at Work, please join us on 29th June in Kolkata.

Valuation Trainings with Prof. Damodaran by IMAA

29 June 2019, 9:00 AM | Sydney, Australia

2 Day Valuation Training with Prof. Aswath Damodaran – August 29 & 30 – Sydney
One of the most important ideas Prof. Damodaran emphasizes in any lecture: the connection between a company’s numbers and their ‘story.’ You can expect to learn at this training not only valuation basics — discounted cash flow models, multiples, handling ‘problem’ firms — but how these concepts can be further strengthened by a credible story.

WEBINAR - Practitioners’ Insights: Portfolio Management

04 July 2019, 5:30 PM | Online
CFA Institute | 1 CE

Building a portfolio of companies and other valuable assets for serving investor interest is considered by many as the holy grail of investing. Analysing, forecasting, and investing in one company is difficult enough. How does one go about investing and managing money for a group of assets? Join this webinar to get a ring side view of portfolio management from Swati Kulkarni, CFA, senior portfolio manager and executive vice president at UTI Asset Management Company Ltd.

This webinar will provide an understanding of the following:
  • Buy side research process
  • Investment styles
  • Portfolio construction techniques and investment philosophy
  • Risk management framework

Investing in Asia Real Estate

08 July 2019, 9:00 AM | Singapore
CFA Society Singapore | 14 CE Credit

As the Asia real estate industry emerges from the financial market crisis, industry professionals must become more adept at identifying and capitalizing on new opportunities.

The 2 day course will sharpen your understanding of the Asia real estate capital markets, and update you on key real estate investment trends and risks for 2019.

The 20th Anniversary CFA Society Japan JAPAN INVESTMENT CONFERENCE 2019 - The Multi-Stage Life and The Challenges Facing Financial Services

25 July 2019, 9:15 AM | Tokyo, Japan
CFA Society Japan | 6 CE Credit

How should we rethink and restructure our lives in an age where we can live for up to 100 years? Every part of life such as work, education, marriage and child rearing is about to change. As we approach an age of longevity, asset management is becoming increasingly important. 

The Japan Investment Conference 2019, “The Multi-Stage Life and The Challenges Facing Financial Services  -Financial Services Needed in the 100-year Life-” will shed light on asset management in aging societies and welcome prominent business executives and renowned experts as this year’s speakers. 


The Dark Side of Financial Statement Analysis

14 August 2019, 9:00 AM | Singapore
CFA Society Singapore | 7 CE

"The Dark Side of Financial Statement Analysis" is an extremely practical, intensive day-long session into time-tested strategies employed by the world's greatest investors.

Historically, the world's most successful investors have employed various competitive advantages for consistently beating the market's returns.

  • Analytical Advantages: Given the data already publicly available, some of the world's top investors have built superior analytics to allow them to succeed. Some of the world's greatest "Quants" fall into this category such as Blackrock, Dimensional, and AQR.
  • Informational Advantages: Some of the great fundamental investors have found ways to systematically uncover legal informational advantages. They have created ways to discover and determine company direction before the rest of the market has found out.
  • Emotional Advantages: Buffett, Klarman, Royce, and Templeton among others, have shown how temperance and emotional intelligence can make for incredible returns.