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We’re passionate about sharing actionable ideas, practical tools and references to external programs and networks that support professionals in investment management to evolve and grow. 

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Learn more about different roles in investment management, access links to technical courses and books recommended by leading investors, and build the essential non-technical skills to land your first role in an investment team. 

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Our favourite books, research papers and case studies to help you navigate the system change needed to create diverse, human-centred teams and organisations. 

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Q&A
Day in the life of an adviser and mentor: Ryan Crisp
Ryan Crisp is an Associate Investment Adviser at LGT Wealth Management. He signed up to be a Career Connect mentor to share his experience and advice with students and early-career professionals - something he would have found valuable when starting out. Here he shares his career story and insights.
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Blog
Invest in what AI can’t replicate
In this blog, Yolanda explores why the interpersonal skills this industry has long undervalued are now its most defining edge - and what investing in them actually looks like in the age of AI.
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Q&A
Presence with purpose: the inner work of building a great career
Future IM/Pact founder Yolanda Beattie shares what she wishes more women learned earlier in their careers: a meaningful career is built from the inside out.
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Q&A
Invested conversations: Danai Rose Makoni
Career Connect conversations: Danai Makoni (Macquarie Uni student) has connected with two mentors (Whitnie Jeeves from Morgan Stanley and Mark Wiseman from Macquarie Group) and shares the significant impact they have had on her.
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Q&A
Invested conversations: Dorothy Chiu
Career Connect conversations: Dorothy Chiu (USYD student) has connected with two mentors (Alice Browne from E&P and Jason Shao from Macquarie) and shares what these sessions mean to her and her career goals.
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Q&A
Day in the life of an adviser and mentor: Whitnie Jeeves
Whitnie Jeeves is an Associate at Morgan Stanley Wealth Management, and is deeply passionate about supporting the next generation of women in finance. She is making a significant impact as a Career Connect mentor, and shares her career story and best advice for aspiring investment advisers.
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Q&A
Invested conversations: Mitchell Arcus and Katie Hill
Career Connect conversations: Mitchell Arcus (USYD student) has built an ongoing mentoring relationship Katie Hill (Senior Fixed Income Strategist, QIC) and shares the impact it is having on his confidence and career goals.
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Article
Investment advice: unlimited opportunity, extraordinary career 
At a recent Future IM/Pact and Keegan Adams event in Sydney, four investment advisers shared the honest story of their careers - the different paths in, the early years, and the extraordinary career waiting on the other side.
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Q&A
Student spotlight: Tiana Ding
Meet Tiana Ding, one of the impressive winning team members from our 2025 Investment Competition. As her prize, Tiana chose an internship with Schroders, and was offered a role as an Investment Product Analyst at the end of it. Well done! Here Tiana shares her experience and highlights from the competition and internship.
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Q&A
Day in the life of an investor and mentor: Michelle Leong
Michelle Leong, Senior Equities Analyst at Australian Ethical, has spent 20+ years building an investment career. Now she's using that experience to open doors for the next generation. Michelle shares her career journey and experiences as a Career Connect mentor.
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Blog
Leadership presence is an inside job
Executive presence is one of the most sought-after leadership qualities - and one of the hardest to define. In this blog, Yolanda unpacks why it can't be trained from the outside in, and what the real work actually looks like.
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Q&A
Invested conversations: Alex Ranson and Caleb Wheatley
Career Connect conversations: Alex Ranson (USYD student) has met with Caleb Wheatley (Head of Consumer Equity Research, Macquarie) four times to discuss market trends and gain real-world insights into how investors think.
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Most of us spend just under 2 hours a day worried. That's a fair chunk of our day below the line, mostly about work, family, money and relationships. Worrying about things we can't control saps our energy, which could be directed into things we can control. That's why we love sharing powerful resources for you to take control of your leadership, career and life, and profoundly alter your lived experience and impact on the world. Enjoy.

Yolanda Beattie, Founder, Future IM/Pact

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