VIC Chapter I The many faces of finance: Stories from inside the industry

Date: Tuesday, 13 October
Time: 5:30pm - 7:30pm
Venue: Monash Centre for Financial Studies, Monash Business School (Melbourne CBD)

There is no single pathway into investment management. Professionals enter the industry from a variety of backgrounds and often take different routes throughout their careers.

Career opportunities and progression can be shaped by a range of factors, including experience, education, professional networks, and individual circumstances. Ultimately, there is no single mould for the people who succeed in the investment profession.

This discussion will explore how different experiences, career decisions and personal challenges can influence a person's journey through the industry.

Our panellists will reflect on their own career paths, share lessons learned along the way, discuss challenges they have encountered, and offer their perspectives on how the profession continues to evolve.

Discussion topics will include:

• How different backgrounds and experiences can shape careers in the investment profession.
• The impact of career transitions breaks and non-linear career paths, and how professionals can successfully navigate them.
• Skills, experiences and mindsets that can contribute to a successful and rewarding career in financial services.
• How the investment industry can continue to attract and support talent from a broad range of backgrounds.

Speakers:

• Adele O’Shannassy, CFA, Head of Research, Drummond Capital Partners
• Andrew Yap, Head of Portfolio Solutions,Zenith Investment Partners
• Linda Trusler, CFA, Founder, Trusler Consulting and Academy

Host: Atharv Seth, CFA, Investment Consultant, Frontier Advisors

Cost:

• $15 for CFA Society Australia members
• $20 for CFA Program candidates
• $30 for non-members / investment professionals

Interested in membership? Explore membership options here.