It's Almost Time for CFA Institute LIVE 2025!

The wait is over! Join us in Chicago from 4–7 May for an exceptional gathering of global investment professionals. Gain the insights, tools, and connections you need to thrive in today’s dynamic financial landscape. 

Register today!

Private Wealth Series | April 22, 2025

We're excited to announce our Private Wealth Series event taking place on April 22, 2025.

Mark your calendar for an insightful afternoon at the Rayleigh Underground. You'll gain valuable insights from leading experts at Neuberger Berman, John Hancock Investment Management and Chicago Atlantic through three engaging educational sessions including:

• Bonds are Back! But Where Are the Opportunities?: Adam Grotzinger, CFA, Managing Director, Fixed Income Portfolio Manager, Neuberger Berman and Joseph Haag, CFA, Senior Vice President, Taxable Fixed Income, Neuberger Berman
• Empowering business owner conversations: Becoming the business owner’s most valued advisor: Lee Small, CPWA®, CEPA® RIA, Channel Sales Manager, Senior Vice President, John Hancock Investment Management
• Private Credit – Pitfalls and Opportunities: Andreas Bodmeier, Partner and Co-founder, Chicago Atlantic, CEO of Chicago Atlantic BDC, Inc., President, Chicago Atlantic Real Estate Finance, Inc.

Build meaningful connections with fellow attendees during scheduled networking breaks in between speaker sessions and during the concluding cocktail reception.

Register now

Sponsorship Opportunities:

Become a sponsor and connect with our highly engaged community of investment and finance professionals. Sponsorship offers visibility during the event and beyond. There are many ways to get involved! To get more details email us at [email protected].

Gain a Competitive Edge with the Bloomberg Terminal | May 1, 2025

In this interactive session, learn how Bloomberg is helping the buy-side to generate alpha and improve productivity through AI analytics, fundamental factors, research-driven solutions, advanced portfolio analytics, index benchmarking, market-moving news coverage, and more.

We'll showcase how you can use these idea generation and productivity tools in context with the earnings season and the current political and dynamic economic landscape.

Join us on Thursday, May 1st as Bloomberg Equity Market Specialist, Constantin Cosereanu, CFA will walk through practical Bloomberg solutions that could help you gain an edge in your investment process.

Doors open for registration at 11:30 AM. Presentation starts at 12:00 PM. Refreshments and food will be available.

Register now

Young Professionals Happy Hour | May 7, 2025

Come join the CFA Society Dallas/Fort Worth Young Professionals for a fun happy hour! 

Meet us at Bar Louie - Music Factory at 5:30 pm on Wednesday, May 7, 2025.

Please invite your friends and colleagues to join this event as it will be a great chance to connect and re-connect with other young professionals. 

Registration for this event includes two drink tickets. Check your emails for the invite.

Save The Date | Private Markets Series | May 21, 2025

Mark your calendars for our upcoming Private Markets Series event! Hear from leading experts in three informational sessions. Speakers include individuals from Greenberg Traurig, Dawson Partners and others.

Details coming soon.

Sponsorship Opportunities:

Become a sponsor and connect with our highly engaged community of investment and finance professionals. Sponsorship offers visibility during the event and beyond. There are many ways to get involved! To get more details email us at [email protected].

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

Event Photos

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