IMPACT Series Event

When:  Sep 24, 2025 from 04:30 PM to 08:30 PM (CT)
Associated with  CFA Society Dallas/Fort Worth

Join us on September 24, 2025 for our IMPACT Series Event!

Our IMPACT Series event will cover broad topics with industry leaders sharing their perspectives on the latest in institutional markets, macroeconomics, policy, asset management, capital trends, technology and others relevant to finance professionals.

Why Attend?

A dynamic, 4-hour experience designed to bring powerful insights and meaningful connections to your professional development.

  • Expert Insights: Hear from top finance industry leaders, including executives from the Texas Stock Exchange, T. Rowe Price, Diamond Hill, Grayscale Investments.
  • Networking Opportunities: Enjoy thoughtful networking breaks and a cocktail reception to connect with peers and speakers.
  • Flexible Format: Enjoy at least 3 educational sessions. Choose which ones you’d like to attend.

Sessions Include:

    Beyond Borders: Navigating International Markets in a Volatile World (4:30-5:20)

    • Moderator: Jason Kelley, Treasury Manager, Toyota Financial Services
    • Speaker: Krishna Mohanraj, CFA, portfolio manager, Diamond Hill

    Why is Texas launching its own stock exchange—and why does it matter now? (5:35-6:25)

    • Moderator: Lauren Minch, CFA, CEO of CFA Society Dallas/Fort Worth
    • Speaker: Nicole Chambers, Global Managing Director, Texas Stock Exchange

    The Evolution of Active Fixed Income ETFs: Practical Implications for Today’s Portfolios (6:40-7:30)

    • Brian McMullen, Senior ETF Specialist, T. Rowe Price

    Crypto Foundations: Navigating Digital Assets for Financial Professionals (6:40-7:30)

    • Zach Pandl Head of Research, Grayscale Investments

    This event is open to both members and non-members so please invite your colleagues and peers. Register before the September 22 deadline.

    Register here