Upcoming Events

Private Wealth/Private Markets Series

Step into an afternoon designed for finance and investment industry professionals shaping the future of private markets and private wealth. Join CFA Society Dallas/Fort Worth for an event that brings together leaders and innovators across finance, investing, and law for insightful discussions, actionable takeaways, and meaningful connections. Our expert-led sessions are built to sharpen your edge and expand your perspective. What to Expect: Expert Insights: You’ll hear from industry leaders from  Paceline Equity Partners, Alliance Bernstein, Neuberger Berman, Frost Brown Todd LLP, Trinity Investors, John Hancock, Fortuna Funds, and others .  as they unpack what’s next in behavioral finance, private equity, and the evolving legal landscape. Enjoy at least 3 educational sessions: Sessions will be running concurrently. You'll be able to choose which sessions matter to you the most. Market & Legal Perspectives: Explore the latest developments and opportunities across private markets and private equity through the lens of top industry and legal professionals. Curated Networking: Connect with fellow investment professionals and thought leaders during networking breaks and a closing reception designed for real conversations and new collaborations. Sessions Include: The Modern Credit Portfolio: Improving Client Outcomes with Asset-Based Finance (2:30-3:20) David Vincent, CFA, CAIA, Alternative Investment Specialist,  Manulife John Hancock Investment Private Equity Unlocked: Trends, Access, and the Future (2:30-3:20) Doug Manor,  Managing Director, Neuberger Berman John Madey,  Alternatives Specialist Team, Neuberger Berman Tax-Free Millions: Cracking the Code of Section 1202 (3:35-4:25) Bobby Majumder, Co-leader, Energy Industry Team,  Frost Brown Todd LLP Bitcoin, Tokenization & the Future of Investing  (3:35-4:25)   Mark Adams, Co-Founder & CIO, Fortuna Funds Lee Bratcher, Founder and President, Texas Blockchain Council Moderator: Roxanna Islam, CFA, CAIA, Head of Sector and Industry Research, TMX VettaFi The Advisor’s Practical Guide to Behavioral Finance  (4:40-5:30) Ken Haman, Managing Director,  Alliance Bernstein AB Advisor Institute Opportunity Set in Private Markets (4:40-5:30) Leigh Sansone, CFA, Chief Investment Officer, Paceline Equity Partners Dan Meader, CFA, CPA, Managing Partner, Trinity Investors Renee Hanna, CFA, Managing Director of Investments, Baylor University Moderator: Sterling Donnelly, Head of Investor Relations, Paceline Equity Open to members and non-members so please invite your colleagues and peers!   We look forward to seeing you on December 3 at The Beeman Hotel—where Dallas/Fort Worth finance and investment professionals come together to learn, connect, and lead. Registration closes December 1.

ETF Universe - Innovation, Growth, and What's Next

Join us for an evening of cocktails, networking and conversation. The exchange-traded fund (ETF) marketplace continues to evolve at a rapid pace, driven by innovation, investor demand and regulatory change. This discussion will explore the latest developments shaping the ETF landscape—from new structures and strategies such as active management, thematics and alternatives, to the technological and distribution innovations fueling growth. We hope you can join us as we unpack where the ETF industry stands today, 2026 outlook and how to navigate the expanding opportunities ahead.

22nd Annual Dinner

CFA Society Dallas/Fort Worth is thrilled to announce  Rick Rieder,  Chief Investment Officer of Global Fixed Income at  BlackRock, as our keynote speaker for our upcoming Annual Dinner on March 25, 2026! As one of the most influential leaders in global finance, Mr. Rieder oversees $2.4 trillion in assets, serves on Alphabet/Google’s Investment Advisory Committee, is a member of BlackRock’s Global Executive Committee, and has provided strategic advice to the Federal Reserve and U.S. Treasury. Mark your calendar for the  22nd Annual Dinner  — the premier gathering of the CFA Society Dallas/Fort Worth community. Join us  March 25, 2026 for an evening of connection, insight, and celebration with peers across the finance and investment community. Sponsor registration is now open for our Annual Dinner. Individual registration will open soon. See links to both below Click for Sponsor Registration Click for Individual Registration Waitlist *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.