WA Chapter | A path into investment: Career stories & insights

Date: Wednesday, 23 September
Time: 5:30pm - 7:30pm
Venue: Dexus Place, Perth

There is no single pathway into the investment industry. Careers may begin early or later in life, follow a traditional route or take unexpected turns, and often evolve alongside changing personal and professional circumstances.

Join us for a panel discussion exploring the varied career journeys of our panellists and the experiences, decisions and challenges that have shaped their careers in investment.

Discussion topics will include:

  • Different pathways into and through the investment industry
  • Navigating career transitions, study and family commitments
  • Lessons and perspectives on building a rewarding career in investment

Panellists:

  • Julia Lee, Investment Director at Shaw and Partners Asset Management
  • Rob Huth, CFA, Chief Investment Officer at DR Capital
  • Claire Mortoni, CFA, Founder & Strategic Advisor, CVX Advisory
  • Host:  Bei Bei Hu, CFA, Principal Advisor at IGO Limited

Cost: 

  • Free for CFA Society Australia members and CFA Program candidates
  • $30 for non-members / investment professionals

 

Interested in membership? Explore membership options here.

Julia Lee

Investment Director
Shaw and Partners Asset Management

Rob Huth, CFA

Chief Investment Officer
DR Capital

BeiBei Hu, CFA

Principal Advisor
IGO Limited
oK

The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

CFA Society Australia has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, PL credit for attending this session will be automatically recorded in your PL tracking tool.

If you’re new to CFA Institute, please click "Create an account" after selecting the "Register Now" button on this page. You’ll need to create a free account with us before proceeding with event registration.