5th Annual Fort Worth Investment Symposium

When:  Oct 30, 2025 from 01:00 PM to 05:30 PM (CT)
Associated with  CFA Society Dallas/Fort Worth

This forum will present an exclusive fireside chat with Mason Morfit, Co-CEO and Chief Investment Officer of ValueAct Capital, a global leader in activist investing.

In a one-on-one conversation moderated by Dhruv Maniktala, Chief Investment Officer at True North Advisors, Mason will share his views on the evolving role of shareholder activism, the current state of equity markets, and the disruptive impact of artificial intelligence on technology companies.

Widely regarded as one of the most dynamic and influential voices in the investment community, Mason has earned a reputation for driving meaningful strategic change at many of the world’s most prominent companies. His perspective will offer attendees both timely market intelligence and a rare, behind-the-scenes look at how engaged investors can shape corporate direction and create long-term value.

Location

Bowie House, Fort Worth, Texas
3700 Camp Bowie Blvd
Fort Worth, TX 76107