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CFAS has hosted a wide variety of member education events, which have been well attended. Events have ranged from a webcast and panel discussion on fixed income to seminars on securitisation, the world market outlook, alpha transport, after-tax investment, corporate performance, risk management and networking skills.

We have enjoyed access to a number of our local experts, like Jack Gray, Mariette Rups-Donnelly, Warren Bird, Ian Heddle and Stuart Dear as well as some renowned overseas speakers, like Michael Ivanovitch, David Belmont, Rafael Resendes (all made available to us through the CFA Institute Speaker Retainer Program) and James Meketa, Bruce Dresner and Cliff Asness. We have been fortunate to receive assistance, through the provision of venues, catering and presenters from industry sponsors. For example, recent events were hosted by AMP Capital Investors, BT Financial Group, Macquarie Bank, Goldman Sachs JB Were, Colonial First State Global Asset Management, Perpetual Investments and ABN Amro. Their generosity has enabled us to significantly subsidise attendance fees for CFAS members for many of these events.

Going forward, AMP Capital Investors, Perpetual Investments, Reuters, Lazard Asset Management, Colonial First State Global Asset Management and BNP Paribas have already offered to sponsor specific events.

We look forward to hosting an exciting events program for the rest of the year. Forthcoming events at the time of writing include:

Your SSFA board

  • Victoria Rati CFA
  • President
  • Olivia Engel CFA
  • Vice President
  • Katrina Onishi CFA
  • Immediate Past President
  • Michelle Wigglesworth CFA
  • Communications
  • Brindha Gunasingham CFA
  • Education Programs
  • Richard Brandweiner CFA
  • Candidate Education
  • Robin Balcomb CFA
  • Membership
  • Kenneth Wan CFA
  • Treasurer
  • John Apthorp CFA
  • Executive Director

Volunteer Committee
Members

  • Alvin Chan CFA
  • Education Programs
  • Paul Allard CFA
  • Peter Cossetto
  • Member Events
  • Brett Boynton CFA
  • Communications

18 September 2006

“From an exogenous shock to an endogenous shift: Defining the evolutionary shifts within superannuation funds” presented by Rob Prugue, Senior Managing Director, Lazard Asset Management.

11 October 2006

“India's Prospects - Not Another China” presented by Manu Bhaskaran, Partner/Head, Economic Research, Centennial Group and Presenter from the CFA Institute Speaker Retainer Program

10 November 2006

Lunch with Charley Ellis, author of "Investment Policy: How to Win the Loser's Game".

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We have continued to offer the analyst workshops. This year, our workshops were very successful as judged from the quick sell-out rate and the positive feedback from the participants. This goes to demonstrate the keen appetite of our members for such educational programs/workshops. The workshops held this year were on Banking (provided by James Freeman) and Quantitative Analysis (provided by Scott Hamilton).

Going forward, we are planning to organise more workshops around the areas of Food & Beverage, Healthcare, Media, Resources and possibly another Quantitative Analysis workshop, given the level of interest for the first workshop.

We are keen to hear members’ views on any particular topics they would like to listen to, as well as hear from any members who have expertise that they would like to share with the rest of the Society. If you have any ideas that you would like to share, please contact Brindha Gunasingham, Programs Chair, at brindha@fitzbiz.com.au

Brindha Gunasingham CFA
Education Programs