Upcoming Events

Holiday Parties! Southlake

🎉 You're Invited to Our Holiday Party in Southlake on January 8, 2026 🎉   Let’s celebrate the season, new beginnings, and the year ahead! Join us this January as we gather for a fresh, relaxed start to the new year. Our New Year Celebration brings members and guests together for an evening of connection, laughter, and a shared toast to the opportunities ahead. Enjoy a warm, inviting atmosphere as we kick off a new year filled with promise and possibility.   What to Expect: ✨ A festive atmosphere with winter-inspired décor and a welcoming ambiance 🍽️ Delicious food and drink s 🥂 A New Year toast to fresh opportunities and a bright year ahea d 🤝 Networking and connection with fellow members and their guest s We can’t wait to raise a glass with you and welcome the new year together!  Click Here To Register  Members: You can bring one guest at member price to either celebration! You can also use one of your two $40 event ticket discounts* for this event. The discount will only apply to the member ticket. This event is open to members and non-members.     P.S. We are having a celebration in Addison on January 14th which you are welcome to attend as well. Click here to learn more .

Holiday Parties! Addison

🎉 You're Invited to Our Holiday Part y in Addison (Fogo De Chao) on January 14, 2026 🎉   Let’s celebrate the season, new beginnings, and the year ahead! Join us this January as we gather for a fresh, relaxed start to the new year. Our New Year Celebration brings members and guests together for an evening of connection, laughter, and a shared toast to the opportunities ahead. Enjoy a warm, inviting atmosphere as we kick off a new year filled with promise and possibility. What to Expect: ✨ A festive atmosphere with winter-inspired décor and a welcoming ambiance 🍽️ Delicious food and drink s 🥂 A New Year toast to fresh opportunities and a bright year ahea d 🤝 Networking and connection with fellow members and their guest s We can’t wait to raise a glass with you and welcome the new year together!  Click Here To Register Now Members: You can bring one guest at member price to either celebration! You can also use one of your two $40 event ticket discounts* for this event. The discount will only apply to the member ticket. This event is open to members and non-members. P.S. We are having a celebration in Southlake on January 8th which you are welcome to attend as well. Click here to learn more.

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.