Upcoming Events

Bridging the Divide: Public vs. Private Equity in Allocation and Valuation

We are hosting an event in collaboration with NIRI DFW and Texas Capital featuring two panel discussions and networking. Session details below: Session 1: Public Equity in Private Wealth: Reassessing Its Role in a Changing Allocation Landscape Family offices and private wealth managers have traditionally favored alternative and private investments, yet public equities remain a meaningful — and often underutilized — component of portfolio construction. This panel brings together practitioners from across the family office spectrum to explore how private wealth allocates to public markets today, what is driving those decisions, and how evolving market conditions are reshaping the role of public equities within diversified portfolios. Speakers: Moderator: Marcia Nelson , Executive Director, Family Office Coverage - IB, Sales & Trading, Texas Capital Caleb Tannehill ,  Founding Partner, Three Bay Capital   Session 2: Two Markets, One Reality: Navigating Public vs. Private Equity Valuations Public and private equity markets often reflect different views of value, and the gap between them can create both opportunity and uncertainty. Join us to examine how companies and assets are valued across these two markets, where disconnects persist, and what they mean in practice. The discussion will explore current deal activity, capital market trends, and the structural and behavioral factors shaping today’s valuation environment, offering a candid, cross-sector perspective on how capital is being deployed and priced. Speakers: Moderator: Lauren Minch, CFA, CPA , CEO, CFA Society Dallas/Fort Worth Daniel S. Hoverman , Managing Director, Head of Corporate & Investment Banking ,Texas Capital Bancshares, Inc. & Texas Capital John Chrisman , Partner, FBT Gibbons LLP Click here to register!   This event is open to members and non-members so please share with colleagues and peers who could benefit from this session. As a member, you can use one of your two $40 event ticket discounts* for this event. Please email us at [email protected] for more information.

Annual Meeting & New Charterholder Celebration: Casino Night!

Join us for our Annual Meeting of the Members & New Charterholder Celebration, as we come together to recognize our newest charterholders, introduce the incoming Board, and celebrate the strength of our community. As we close out a successful year, this evening is an opportunity to thank our members for their continued engagement and support of CFA Society Dallas/Fort Worth. We’ll cap off the night with a Casino Night celebration, 33 floors above Dallas at the stunning Altitude Bar. Celebrate New Charterholders!  Join us in recognizing their outstanding achievement and celebrating this important milestone in their careers. Casino Night Fun: Test your luck at the tables! Cash Prizes:  Feeling lucky? You might walk away with more than great memories. Live Music, Full Dinner & Open Bar: Indulge in great food, drinks, and live entertainment high above the Dallas skyline. Connect & Celebrate:  Network with board members, fellow members, and guests. Meet the people shaping our society's future. This event is open to members and non-members! Click here to register! CFA Society Dallas/Fort Worth members can use one of their two $40 event ticket discounts for this event.  Please email us at [email protected] for more information.

Private Wealth Leadership Forum 2026 In Partnership With CFA Institute

A focused, practitioner-led forum for senior private wealth professionals, CIOs, portfolio managers, RIAs, and family office leaders, exploring how portfolio construction and advisory models are evolving. The private wealth landscape is shifting rapidly: ·      Moving beyond traditional 60/40 portfolios ·      Increasing reliance on private markets & alternatives ·      Pressure on firms from technology, scale, and consolidation ·      Growing complexity around tax efficiency and generational wealth transfer What Attendees Will Gain ·      Practical frameworks for modern portfolio construction ·      Real-world insight into private markets integration ·      Strategies for tax efficiency & implementation ·      Perspective on how advisory businesses are evolving ·      Peer-led discussion with experienced practitioners This is designed as a highly focused, practitioner-led forum - not a distribution event - bringing together senior professionals to discuss how portfolios are actually being built and managed today. If you're working directly with client portfolios or leading an advisory business, it’s a very relevant and practical two days.

Golf Scramble 2026

Join us for a fantastic day at the Texas Rangers Golf Club, the only MLB-owned golf course in the U.S.! This is your chance to enjoy some time on the green, network with fellow members, sponsors and enjoy a bit of friendly competition. We'll provide breakfast, coffee and lunch to keep you energized. No need to be a golf pro – this event is all about connecting and having a great time together. Whether you're a seasoned golfer or have never held a club, you're welcome! We can't wait to see you on the course! Sponsorship opportunities are now available. Click "Tickets and Pricing" to see all options. You can also reach out directly at [email protected].

ALTSTX 2026

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 co-hosted by the  CFA Society Dallas/Fort Worth  and the  CAIA Association 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.