Upcoming Events

Southwest IDEAS Conference

When & Where: Nov. 19 & 20 at  The Westin Irving Convention Center Las Colinas  - 400 West Las Colinas Boulevard, Irving, TX 75039; Phone: 972-505-2900 Participating Companies:   70+ publicly traded companies are expected to participate in this event and to view the current presenting list, click here -  2025 Southwest IDEAS Presenting Companies   ( this is a dynamic link and updates weekly with future additions)   Event Registration:  Please let us know if you can make it to our in-person event -  Register for the Southwest IDEAS Conf.   ( no registration fees or commissions needed to participate) Company Selection Process:  Unlike traditional investment bank-sponsored conferences, our events are sponsored by money management firms and we generate our presenting company list largely based on the suggestions of our sponsors and other buyside relationships, focusing on under-followed and under-appreciated companies.  Sponsored by Investors. For Investors.  to learn more about our sponsors, please  click here . Further Information:  To learn more, visit    www.IDEASConferences.com   or   if you have any questions or require additional details, please contact Lacey Wesley at  [email protected] . 

Private Markets/Private Wealth Series

Join us on Wednesday , December 3 at The Beeman Hotel  for our  Private Wealth/Private Markets Series Event.  Hear from  leading voices in finance, investing and law for a dynamic mix of insight and connection. What to Expect: Choose at least three engaging, expert-led sessions, enjoy networking breaks, and wrap up with a closing reception to connect with peers and speakers. If you’re in private markets or private wealth,  this is the room to be in! Sessions include: Opportunity Set in Private Markets –  Leigh Sansone, CFA, Paceline Equity Partners Dan Meader, CFA, CPA, Trinity Investors Renee Hanna, CFA, Baylor University Private Equity Unlocked: Trends, Access, and the Future  Doug Manor, Neuberger Berman; John Madey, Neuberger Berman The Advisor’s Practical Guide to Behavioral Finance  Ken Haman, Alliance Bernstein AB Advisor Institute Tax-Free Millions: Cracking the Code of Section 1202 Bobby Majumder, Frost Brown Todd LLP The Modern Credit Portfolio: Improving Client Outcomes with Asset-Based Finance David Vincent, CFA, CAIA, Manulife John Hancock Investments Link to register- https://cvent.me/POrbrO

Save The Date: 22nd Annual Dinner

Save the date for our most anticipated event of the year! Our 22 nd Annual Dinner will take place on March 25, 2026! As part of our IMPACT Series, our Annual Dinner features educational sessions in the afternoon, kicking off at 2:30 PM. The welcome reception will begin at 5:30 PM, leading into dinner and our keynote speaker at 6:30 PM. Attend the afternoon sessions, the dinner, or join us for the entire event! An opportunity to hear from varying speakers on different topics and more time to network with members and guests. Click here to sign up to our list to be the first to know when we have full event details *Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.

Save The Date: Western DFW Breakfast

We'd love for you to join us for an upcoming CFA Society Dallas/Fort Worth breakfast event at the Charles Schwab headquarters in Westlake on April 22, 2026. This will be a relaxed yet valuable opportunity to connect with fellow members, share thoughts, and enjoy some good food and company. It's a great chance to step away from your routine, network, and strengthen our community. Look out for more details and your official invitation coming soon! Click here to sign up to our list to be the first to know when we have full event details *Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.

Save The Date: Private Wealth/Private Markets Series Event

We invite you to join us for our Private Wealth/Private Markets Series event on May 21, 2026!  Get the latest insights from industry leaders on private markets and private wealth through this engaging series. This event format is f our hours of networking and knowledge sharing. Enjoy at least 3 educational sessions, networking breaks and closing reception. Stay for the entire event or choose which sessions you’d like to attend! More details on session topics and speakers to be announced. Click here to sign up to our list and get updates about all our events. Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.

Save The Date: Annual Meeting & New Charterholder Celebration

Mark your calendars! You're invited to an exciting event focused on connection and celebration within our CFA Society community on June 9, 2026. Join us for our Annual Meeting and New Charterholder Celebration as we:          Announce the new Board Members :   Be among the first to meet the individuals who will be leading us in the coming year.           Welcome our newest CFA Charterholders!   Let's celebrate their significant achievement and welcome them into our community of professionals.           Foster Connections :   This is a prime opportunity for new Charterholders, current members, guests and board members to connect, network, and build relationships.  More details regarding the time and location will follow soon. For now, please save the date and get ready for an engaging and celebratory gathering! We look forward to seeing you there. Click here to sign up to our list and get updates about all our events. *Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.