Upcoming Events

Bloomberg Terminal Expo & Whiskey Tasting

Our strong corporate partnership with Bloomberg extends a valuable benefit to our members: access to their events. Join Bloomberg and the Dallas investment community for a Bloomberg Terminal Expo & Whiskey Tasting , where you can experience the latest product innovations at Bloomberg, and a Top Shelf whiskey experience led by Brad Japhe, Travel Writer and Resident Whiskey Expert for Bloomberg Pursuits. The Terminal Expo will feature a variety of booths showcasing our Terminal and its newest tools introducing you to recent enhancements, including: Global Macroeconomic Monitoring & Analysis AI on the Terminal Treasury & Risk Credit During the 40 minute tasting session, Brad will walk guests through hundreds of years of spirits history, one pour at a time. Our globetrotting commences in Ireland, before setting sail for Scotland, the United States, Asia and Australia, with premium expressions selected from each stop along the way. Learn about how these major geographical subcategories of the spirit were born, the differences between each and what to look for when selecting your next bottle.

Private Markets Series Event

Join Us for a Dynamic Private Markets Series Event! We are thrilled to invite you to our next Private Markets Series event on  May 21, 2025 . This is a must-attend gathering for private equity professionals, offering an in-depth, current analysis of the private equity landscape through both financial and legal perspectives. Why Attend? Expert Insights:  Hear from top finance industry leaders, including executives from The Carlyle Group, Dawson Partners, Franklin Templeton, and StepStone Private Wealth. Legal Perspectives:  Renowned experts from Greenberg Traurig will share crucial insights on the latest legal developments and challenges impacting private equity deals today. Networking Opportunities:  Enjoy thoughtful networking breaks and a cocktail reception to connect with peers and speakers. Don't miss out on this extraordinary opportunity to stay ahead in the dynamic world of private equity. Our three engaging educational sessions include: Current Opportunities:  Risk and Returns in Private Equity: Moderator: John Bullman, CFA, CAIA, Chief Investment Officer, LGT Financial Advisors LLC Sid Murdeshwar, Managing Director and Partner, AlpInvest Team, Carlyle Clark Peterson , Lexington Partners (a Franklin Templeton Company) Armando Ureña, CFA, Vice President, StepStone Private Wealth The impact of Trump administration’s proposals on private equity – specifically related to carried interest, anti-trust and related items: Steven Bartz, Private Equity, M&A, JVs, Fund Formation Shareholder, Greenberg Traurig Scott Ellis, Shareholder, Greenberg Traurig A Quarter Century of Private Equity Outperformance and the Growth of the Secondaries Market: Josh Booth, CFA, Partner, Dawson Partners Register Now

Save the Date: Annual Meeting

Save the Date: Annual Meeting | June 18, 2025 Mark your calendars! You're invited to an exciting event focused on connection and celebration within our CFA Society community. Join us as we: Announce the 2025-2026 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 date, 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. More details coming soon. Click here to join our list . 

ALTSTX 2025

ALTSTX is an education-focused alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. ALTSTX is developed and led by the CAIA Association and CFA Society Dallas/Fort Worth and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSTX is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, crypto and more. Click here to learn more !