CFA Society Dallas/Fort Worth

06/16/2026

CFA Society Dallas/Fort Worth, in collaboration with CFA Institute, is proud to present the Private Wealth Leadership Forum — coming to Las Colinas this October.

This is a reflection of the growing influence of our community and the role Dallas/Fort Worth is playing in shaping the future of private wealth in the United States. We couldn't be more excited to bring this experience home.
The private wealth industry is changing quickly.

Portfolio construction is moving beyond traditional models. Private markets are becoming central to client portfolios. Advisory firms are facing new pressures around scale, technology, and generational wealth transfer.

On October 1-2, 2026 in Dallas, the Private Wealth Leadership Forum, brings together CIOs, portfolio managers, advisors, and family office leaders to examine what these shifts mean in practice.

Register here: https://global.cfainstituteevents.org/7oxlRQ?RefId=LinkedIn+DFW+Society

Member exclusive discount: Members, you can use one of your $40 discounts to this event! Email us at [email protected] for more information.

06/11/2026

CFA Society Dallas/Fort Worth is committed to providing you with rich content and experiences that help you stay current on industry topics and offer opportunities to connect and network with fellow professionals.

Members, to ensure our programming meets your needs, we have created a short survey to better understand your preferences. Completing the survey takes about 5 minutes.

📝 Please check your emails for the link. You have until July 1, 2026 to submit your response.

Thank you for your time and feedback in advance. Together, we can shape the best member experience at CFA Society Dallas/Fort Worth.

06/10/2026

To our incredible community — thank you. 💙

Last night we took over Altitude Bar at the W Dallas for a night of casino games, big wins, and well-deserved celebrations — our way of saying THANK YOU to the members who made this such an incredible year.

Congratulations again to our new charterholders, welcome to our incoming board, and cheers to the members who took home up to $450 in prizes! 🎉🃏

See more pictures from the evening here: https://lnkd.in/e_YwMm8a

06/06/2026

Two important deadlines are approaching:

⏰ Registration for our Annual Meeting & New Charterholder Celebration closes tomorrow (June 7). Join us on June 9 as we take over Altitude Bar at the W — 33 floors above Dallas — and turn it into our own private casino night!

🎟️ Get your tickets now: https://cvent.me/AVQ20R

Think skyline views and a room full of the people who make this society so great! You'll enjoy:

🎰 Casino Night with Cash Prizes! Walk away with more than just great memories
🎵 Live Music: Entertainment all night long with skyline views
🍽️ Full Dinner & Open Bar: Great food, great drinks, great company
🎓 Charterholder Celebration: Cheer on our newest Charterholders as they hit this career milestone
🤝 Connect & Celebrate: Meet the incoming Board and network with the people shaping our society's future

🎟️ Register now: https://cvent.me/AVQ20R

⏰ Members, your vote matters! Vote for your incoming CFA Society Dallas/Fort Worth Board of Directors before time runs out. Submit your proxy card by 5:00 p.m. on June 8, 2026 to make sure your voice is counted at the Annual Meeting. Whether or not you plan to attend, casting your vote ensures you're represented.

🗳️ Please check your emails for the proxy ballot.

06/06/2026

06/06/2026

Private markets are growing, client needs are changing, and investment decisions are getting more complex.

So how are leading investors adapting?

Join us and CFA Society Dallas/Fort Worth for a 1.5-day event designed for CIOs, portfolio managers, advisors, and family office leaders navigating what comes next.

We’ll explore practical ways to integrate private equity and alternatives, manage liquidity and risk, improve tax efficiency, and prepare for generational wealth transitions.

The future of investing will reward those who can connect insight with action. Let’s get to work.

Secure your spot: https://cfainst.is/3PwQCH1

06/04/2026

Have you registered for our Annual Meeting & New Charterholder Celebration yet?! On June 9 we're taking over Altitude Bar at the W — 33 floors above Dallas — and turning it into our own private casino night! Registration deadline is 6/7.

🎟️ Get your tickets now: https://cvent.me/AVQ20R

Think skyline views and a room full of the people who make this society what it is. You'll enjoy:

🎰 Casino Night with Cash Prizes! Walk away with more than just great memories
🎵 Live Music: Entertainment all night long with skyline views
🍽️ Full Dinner & Open Bar: Great food, great drinks, great company
🎓 Charterholder Celebration: Cheer on our newest Charterholders as they hit this career milestone
🤝 Connect & Celebrate: Meet the incoming Board and network with the people shaping our society's future

🎟️ Register now: https://cvent.me/AVQ20R

05/30/2026

🚨 Reminder Your Annual Meeting Proxy Vote Deadline Is June 8. Your Vote Is Very Important! 🚨

It is important that you be represented at the Annual Meeting. Please complete and submit the proxy card to the Society prior to 5:00 p.m. (local time) on June 8, 2026, regardless of whether you plan to attend the Annual Meeting, so that your vote may be recorded.

Members: Please check your emails for the proxy ballot.

P.S. Join us for our Annual Meeting & New Charterholder Celebration Casino Night at Altitude Bar, W Dallas! Open to member and non-members. Get all the details here: https://cvent.me/AVQ20R

05/30/2026

On June 9th, we're throwing the kind of night this community deserves — and we're going ALL out.

Register now: https://cvent.me/AVQ20R

Join us for our Annual Meeting & New Charterholder Celebration at Altitude Bar at the W, 33 floors above the Dallas skyline. We'll kick off the evening by recognizing our newest Charterholders, introducing the incoming Board, and reflecting on an incredible year — then we're turning the whole place into our own private casino.

Your engagement, your support, and your energy are what make CFA Society Dallas/Fort Worth what it is — and this night is our way of saying thank you.

Here's what's waiting for you:

🎰 Casino Night with Cash Prizes! Walk away with more than just great memories
🎵 Live Music: Entertainment all night long with skyline views
🍽️ Full Dinner & Open Bar: Great food, great drinks, great company
🎓 Charterholder Celebration: Cheer on our newest Charterholders as they hit this career milestone
🤝 Connect & Celebrate: Meet the incoming Board and network with the people shaping our society's future

This event is open to members and non-members. Register here: https://cvent.me/AVQ20R

*New Charterholders, check your emails for your invite.

05/26/2026

There’s something special about getting this community in one room. On June 9th, we’re coming together to say thank you for your continued support and for another incredible year of growth, connection, and everything we’ve built together — and we’re going big on June 9!

🎟️ Get your ticket now: https://cvent.me/AVQ20R

Join us as we take over Altitude Bar at the W — 33 floors above Dallas — and turn it into our own private casino night. Think skyline views, a full open bar, live music, cash prizes and casino games!

We're toasting our newest Charterholders, welcoming the incoming Board, and celebrating everything this community has built together over the past year.

This event is open to members and non-members. Get your ticket here: https://cvent.me/AVQ20R

*New Charterholders: Please check your emails for your invite.