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CFA Austin Event in September:
Our special guest speaker will be David Booth, Founder and Chairman of Dimensional. Booth will be speaking about his new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life.
In his book, Booth asserts: “Uncertainty isn’t something to fear—it’s where possibility lives.”
From his first sales experience selling shoes as a teenager in Lawrence, Kansas, to working on the team that launched the first index portfolio, to pioneering what would come to be known as factor investing, David Booth didn’t just witness the financial revolution—he helped lead it. For five decades, he has bridged the worlds of academic theory and practical investing, collaborating with Nobel laureates to build Dimensional Fund Advisors into a $1 trillion global firm.
Register now before it sells out! September 9, 2026 CFA Austin Special Welcome Back Luncheon
Be one of the first to buy the book: https://www.amazon.com/Stay-Calm-Embrace-Uncertainty-Investing/dp/B0GPDHGH8K
CFA Dallas Event in October
Private Wealth Leadership Forum | Dallas | 1–2 October 2026
Taking place in one of the fastest-growing private wealth hubs in the United States, the Private Wealth Leadership Forum brings together CIOs, portfolio managers, advisors, RIAs, and family office leaders to discuss the opportunities and challenges facing the industry. Sessions will explore private equity and private credit, AI, portfolio implementation, advisory business evolution, and strategies for serving the next generation of wealth clients.
Find out more: https://global.cfainstituteevents.org/rxNwxA?RefId=Societies+Toolkit+Registration+Link