Upcoming Events

Charles Schwab Breakfast

Join us for an exclusive breakfast at the Charles Schwab headquarters. You'll hear from Cooper Howard, CFA, Director of Fixed Income Research and Strategy, Schwab Center for Financial Research. This event will focus on issues and trends in the Fixed Income universe. This event is open to members and non-members so please share with colleagues and peers who could benefit from this session. Member Ticket: $25 Non-Member Ticket: $40 As a member, you can use one of your two $40 event ticket discounts* for this event. Please email us at info@cfadfw.org for more information

Private Capital Frontiers Webinar Series: Reinventing due diligence (Member-Exclusive)

We’re pleased to partner with CFA Institute on an upcoming member-exclusive webinar  focused on due diligence in private markets.    As private opportunities continue to proliferate, this session will explore what institutional-grade manager selection looks like, how to identify red flags in opaque offerings, and how to strengthen operational due diligence and risk governance.    This webinar is eligible for 1 PL credit for CFA Institute members.    Register now to reserve your spot.

CFA Society Dallas/Fort Worth Evening at the Ballpark

Skip the stands — we’re taking over a private suite! Join CFA Society Dallas/Fort Worth on Thursday, April 23, 2026, to watch the Frisco RoughRiders face the Tulsa Drillers at Riders Field, Frisco. We’ve reserved Teddy’s Tavern, for an exclusive suite experience where members can enjoy the game in a relaxed, elevated setting — with food and beverages included. This isn’t just a baseball game. It’s a limited-seat, members-only evening designed for connection, conversation, and a great night under the lights. Suite space is limited — secure your spot now! Sponsored by Strategic Value Partners

Save The Date: Collaborative Event with NIRI and Texas Capital

We are hosting an event in collaboration with NIRI and Texas Capital featuring two panel discussions and networking. Registration coming soon. See session details here: 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. 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.

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.

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 info@cfadfw.org.

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.