Jun 18, 2026
Join Us At The Private Wealth Leadership Forum: October 1-2, 2026 | Westin, Las Colinas
CFA Institute and CFA Society Dallas/Fort Worth will convene CIOs, portfolio managers, advisors, and family office leaders for a 1.5-day event exploring how investment strategies are evolving. Attendees will gain practical insights into integrating private markets and alternatives into portfolios, managing liquidity and risk, improving tax efficiency, adapting advisory models amid consolidation and technological change, and guiding clients through liquidity events and generational wealth transitions.
Member exclusive discount: CFA Society Dallas/Fort Worth members, you can use one of your $40 discounts to this event! Email us at info@cfadfw.org for more information.
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