Big Thinkers, Bold Ideas: LIVE 2025 Speakers

CFA Institute has announced the first wave of global leaders speaking at CFA Institute LIVE 2025! From AI innovation to sustainable investing, these experts will share transformative insights. The lineup includes Ajay Agrawal, Andrew Chin, Lori Heinel, CFA, Hiro Mizuno, Rosie Rios, Avantika Saisekar, and Peter Zeihan—with more to come!

Invest in the power of connection. Register today!

CFA Society Dallas/Fort Worth Holiday Party

Due to the high likelihood of snow and winter weather in the forecast, we’ve decided to reschedule our holiday party celebrations. We truly hope you’ll still be able to join us as we ring in the New Year with celebration, connection, and great company.

Dallas Party:
📅 Date: January 15, 2025
📍 Venue: Foundation Room (House of Blues)
🍴 Details: Heavy appetizers and drinks
🎟️ Register: https://cvent.me/g5BNDN

Southlake Party:
📅 Date: January 16, 2025
📍 Venue: Event Space at Trinity Investors, Southlake
🍴 Details: Heavy appetizers and drinks
🎟️ Register: https://cvent.me/b5LEGl

Theme: Roaring 20's – If you’d really like to get festive, dress to impress in your best 1920s attire!

Join us for an evening dedicated to fostering meaningful connections and engaging with our members. Whether you choose to attend the Dallas or Southlake event (or both), you'll find valuable opportunities to connect and collaborate with fellow professionals.

Member Exclusive Webinar: Extracting the Best from Natural Resources | January 23, 2025

During the session Albert Chu, CFA will discuss:

• Uniqueness of the asset class and the benefits it provides the portfolio – inflation and geopolitical hedge, low correlation, high alpha generation possibilities and liquid
• Commodity equities versus commodity futures – which is more attractive
• Current positioning and outlook

This virtual presentation is happening on January 23, 2025 at 11 AM.

Link to attend the presentation will be sent once you register. This event is part of the Global Passport program and only open to those registered to a local Society. 

Members: Register Here.

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!

Listen Now

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Save The Date: Annual Dinner | March 26, 2025

We are thrilled to announce that our Annual Dinner will be held on March 26^th! This is consistently our largest event of the year and this year we are doing even more!

In addition to our traditional annual dinner event with a cocktail reception, speaker and dinner, we are adding three engaging speaking sessions earlier in the afternoon. The afternoon sessions will start at 1:30 PM followed by the welcome reception at 5:30 PM and dinner will begin at 6:30 PM.

Attend the afternoon sessions, the dinner, or join us for the entire event! An opportunity to hear from 4 speakers on different topics and more time to network with members and guests. 

The event will be held at the historic Union Station in Dallas. Mark your calendars and stay tuned for more details!