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Turn Networks Into Connections

Hear insights from CFA charterholders and members as they share how belonging to a 200,000 plus global membership community inspires, supports, and guides their professional journeys.

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Private Capital Frontiers Webinar Series: Regulation in flux

February 25 | Virtual

Private Capital Frontiers is an eight-part webinar series developed in collaboration between CFA Society Dallas/Fort Worth and CFA Institute.

Private wealth is increasingly global, regulated, and under scrutiny. This webinar delivers practical tools to stay ahead of regulatory shifts impacting private offerings and cross-border clients.

Key takeaways for this webinar include:

  • Break down key global and regional regulatory developments (SEC reforms, ESG disclosure, cross-border tax)
  • Apply practical frameworks for product structuring and due diligence
  • Stay audit-ready and client-aligned with evolving requirements
Speakers:
  • Alex Roever, CFA, Senior Director, Learning Content, CFA Institute 
  • Nathan Dean, Senior Analyst - U.S. Policy, Bloomberg Intelligence
  • Patsy Doerr, Chief People and Culture Officer, LRN 

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As one of a select group of collaborating societies—and the only one focused on private wealth and private markets—this series features insights from our outstanding members alongside industry leaders. Each session offers practical, forward-looking guidance on evolving access structures, liquidity trade-offs, and operational shifts shaping today’s private markets. All webinars are eligible for 1 PL credit.

22nd Annual Dinner! 

March 28 | AT&T Performing Arts Center

Our Annual Dinner is the premier gathering of the CFA Society Dallas/Fort Worth community. Join us March 25, 2026 at the AT&T Performing Arts Center for an evening of connection, insight, and celebration with peers across the finance and investment community.
CFA Society Dallas/Fort Worth is thrilled to announce Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, as our keynote speaker. As one of the most influential leaders in global finance, Mr. Rieder oversees $2.4 trillion in assets, serves on Alphabet/Google’s Investment Advisory Committee, is a member of BlackRock’s Global Executive Committee, and has provided strategic advice to the Federal Reserve and U.S. Treasury.
Event Highlights:
  • Afternoon Sessions (2:30 PM): Engage in 3 dynamic sessions with expert insights and networking opportunities.
  • Evening Welcome Reception (5:30 PM): Network over cocktails at our reception.
  • Dinner & Keynote (6:30 PM): Enjoy dinner and an informative keynote session.
Don't miss this incredible opportunity to learn, network, and celebrate with us! Sponsorship opportunities available during registration. 

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Charterholder Chatter

Join host Franklin Parker, CFA, as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more. Now in Season 4!

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CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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