CFA Society Melbourne

Annual CFA Melbourne Market Forecast Dinner 2014


This year’s Annual CFA Melbourne market forecasting dinner topic will focus on identifying ‘economic moats’, or structural barriers that protect companies from competition, is the cornerstone of Morningstar’s equity analysis. In the same way that castles are protected by moats, companies with economic moats are great businesses that can fend off competition and earn high returns on capital for many years. Morningstar’s new book,Why Moats Matter: The Morningstar Approach to Stock Investing helps investors find superior businesses and determine when to buy them to maximise returns over the long term.

 Why Moats Matter outlines the basic idea of economic moats, a concept pioneered by Warren Buffett, and gives investors a fundamentals-based framework for successful long-term equity investing and is co-authored by Heather Brilliant, Co-Chief Executive Officer of Morningstar Australasia and recently Global Head of Equity and Corporate Credit Research for Morningstar, and Elizabeth Collins, Morningstar’s Director of Equity Research, North America. Other members of Morningstar’s equity and corporate credit and quantitative research teams also contributed to the book.



Heather Brilliant, CFA, is co-chief executive officer of Morningstar Australasia. In this role, she leads a team of approximately 125 financial services professionals based in Australia and New Zealand. Brilliant works closely with global and regional teams to create, communicate, and implement strategies for the business based on functional and local market priorities.




Wednesday 24th September 2014 | 6.00pm for 6.30 start
Sofitel Melbourne On Collins, 25 Collins Street, Melbourne



Price is inclusive of a 3 course dinner, beer, wine and soft drinks. Please advise if you have any special dietary requirements.


2013-2014 forecast results and 2014-2015 outlook

A review of market outcomes to 30 June 2014 and opportunity tp participate in the forecast for fiscal 2014-2015


Professional Development:

Participants will qualify for 1.5 hours of CFA Continuning Education.


Further details and registration click here.