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Showing 1 - 10 of 29 results for %22CFA Society Sydney%22

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Co-founding WealthLeaders eXchange alongside Townsend is Watershed Funds Management investment analyst Graeme Miller, and CFA Society executive officer Samantha Noy. The initiative has two forums planned for 2024, the first taking place in Melbourne ...

Former CFSGAM chief executive joins CFA Institute

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... external relationship and volunteer involvement committee. He is also the founding president and member of CFA Society Sydney, a former board member of CFA Society Japan, and a member of the Future of Finance Advisory Council. "I'm honoured to assume ...

Sydney boutique hires former Franklin PM

KANIKA SOOD  |  TUESDAY, 12 JAN 2021
... manager structure to invest in global equities with a sustainability focus. Wilmshurst is a past president of the CFA Society's Melbourne chapter, and a fellow of the Institute of Actuaries of Australia. "...Peter is joining us at the beginning of a ...

CFA Societies adds board members, president

ANNABELLE DICKSON  |  MONDAY, 30 NOV 2020
... Melbourne and has appointed a State Super executive as president. Charles Wu has been voted in as president of CFA Society Sydney after holding the position of vice president for over three years, taking over from Redpoint Investment Management investment ...

University of Sydney scores win at CFA competition

KANIKA SOOD  |  FRIDAY, 24 APR 2020
... university faculty adviser Angelo Aspris, industry mentor Michael Toh of Regal Funds Management and the local chapter of CFA Society. "This competition is a real proving ground. This year's students faced the added challenge of analyzing companies ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... University Press and CPA Australia, working across digital communications, content, publishing, IT and marketing. CFA Society Sydney president Ganesh Suntharam said: "This appointment marks an important next step in the evolution of our local societies." ...

Record number of Australians seek CFA qualification

KANIKA SOOD  |  FRIDAY, 22 JUN 2018
... Last year, 7606 candidates registered for the exams held at three test centres in Sydney, Melbourne and Perth. CFA Society Sydney president Ganesh Suntharam said the jump indicated the growing importance of professionalism. "Rightfully, there is an increased ...

BTIM chief retires, successor named

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... firm LeapFrog Investments and has held a number of senior roles with Perpetual. He is also a former president of the CFA Society of Sydney. In announcing the leadership change, BTIM group chief executive Emilio Gonzalez described Bargholz's departure ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... payments and peer-to-peer lending have the highest potential to disintermediate the financial services industry. CFA Society Sydney president Anthony Serhan said innovation in these areas will likely disrupt financial institutions together with artificial ...

CFA Institute shrinks gender parity gap

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
... total candidates. The Institute's target of having 30% women in investment management is a "step closer to reality", CFA Society of Sydney president Anthony Serhan said. "There is still much to be done to make sure this uptick in female candidates carries ...
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