Upcoming Events

Private Wealth Leadership Forum 2026 In Partnership With CFA Institute

A focused, practitioner-led forum for senior private wealth professionals, CIOs, portfolio managers, RIAs, and family office leaders, exploring how portfolio construction and advisory models are evolving. The private wealth landscape is shifting rapidly: ·      Moving beyond traditional 60/40 portfolios ·      Increasing reliance on private markets & alternatives ·      Pressure on firms from technology, scale, and consolidation ·      Growing complexity around tax efficiency and generational wealth transfer What Attendees Will Gain ·      Practical frameworks for modern portfolio construction ·      Real-world insight into private markets integration ·      Strategies for tax efficiency & implementation ·      Perspective on how advisory businesses are evolving ·      Peer-led discussion with experienced practitioners This is designed as a highly focused, practitioner-led forum - not a distribution event - bringing together senior professionals to discuss how portfolios are actually being built and managed today. If you're working directly with client portfolios or leading an advisory business, it’s a very relevant and practical two days.

Golf Scramble 2026

Join us for a fantastic day at the Texas Rangers Golf Club, the only MLB-owned golf course in the U.S.! This is your chance to enjoy some time on the green, network with fellow members, sponsors and enjoy a bit of friendly competition. We'll provide breakfast, coffee and lunch to keep you energized. No need to be a golf pro – this event is all about connecting and having a great time together. Whether you're a seasoned golfer or have never held a club, you're welcome! We can't wait to see you on the course! Sponsorship opportunities are now available. Click "Tickets and Pricing" to see all options. You can also reach out directly at [email protected].

ALTSTX 2026

ALTSTX is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. ALTSTX is co-hosted by the  CFA Society Dallas/Fort Worth  and the  CAIA Association and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSTX is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, crypto and more.