
WA Chapter | A path into investment: Career stories & insights
Date: Wednesday, 23 September
Time: 5:30pm - 7:30pm
Venue: Perth CBD
There is no single pathway into the investment industry. Careers can begin early or later in life, follow a traditional route or take unexpected turns, and often evolve alongside changing personal and professional circumstances.
Join the WA Chapter for a candid discussion featuring Julia Lee, Investment Director at Shaw and Partners Asset Management, sharing insights from her career journey and reflections on the experiences, decisions and challenges that can shape a career in investment.
Discussion topics will include:
- Different pathways into and through the investment industry.
- Navigating career transitions, study, and family commitments.
- Lessons and perspectives for building a rewarding career in investment.
Speaker: Julia Lee, Investment Director at Shaw and Partners Asset Management
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

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.
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