Upcoming Events

Private Wealth Leadership Forum 2026 In Partnership With CFA Institute

CFA Society Dallas/Fort Worth , in collaboration with CFA Institute , is proud to present the Private Wealth Leadership Forum — coming to Las Colinas this October. This is a reflection of the growing influence of our community and the role Dallas/Fort Worth is playing in shaping the future of private wealth in the United States. We couldn't be more excited to bring this experience home. The private wealth industry is changing quickly. Portfolio construction is moving beyond traditional models. Private markets are becoming central to client portfolios. Advisory firms are facing new pressures around scale, technology, and generational wealth transfer. On October 1-2, 2026 in Dallas, the Private Wealth Leadership Forum, brings together CIOs, portfolio managers, advisors, and family office leaders to examine what these shifts mean in practice. Click Here To Register Member exclusive discount: Members, you can use one of your $40 discounts to this event! Email us at [email protected] for more information.

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.