The CFA Society of Dallas/Fort Worth is a network of 1,700+ finance and investment professionals who are CFA Charterholders! Join us ➡️ https://nitter.cf/t.co/W41HVM4MVn
Dallas/Fort Worth, Texas
Joined October 2011
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We hope you’re enjoying the holiday season! As you plan for the start of 2026, we invite you to join us at one—or both—of our upcoming holiday celebrations. They’re a great way to reconnect with fellow members after the break.
👇 (Registration links below)
Thank you for being a part of our community!
Dallas/Fort Worth has become the country's second-largest finance hub — and CFA Society Dallas/Fort Worth is how the people driving that growth stay connected. You've been part of that story, and now it's time to keep it going.
✔️ Professional Development – Stay sharp with expert-led sessions and insights from the top minds in finance and investment.
✔️ Exclusive Perks – Access to event recordings, member-only pricing, and two $40 discount tickets for any CFA Society Dallas/Fort Worth
event this membership year (July 1 – June 30).
The DFW finance community is only getting stronger — renew today and stay at the center of it!
💡 Renew your membership now: membership.cfainstitute.org/…
Have you heard the latest Charterholder Chatter episode?
We speak with Micah "Musa" Pellerin about what it takes to be a successful start-up founder, how to identify businesses that succeed, and the AI revolution.
🎧 Listen now on our website: cfasociety.org/dallasfortwor…
Two important deadlines are approaching:
⏰ Registration for our Annual Meeting & New Charterholder Celebration closes tomorrow. Join us on 6/9 as we take over Altitude Bar at the W — 33 floors above Dallas — and turn it into our own private casino night: cvent.me/AVQ20R
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!
🎟️Register: 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: cvent.me/AVQ20R
*New Charterholders: Please check your emails for your invite.
🎙️ Sharpen your ax. That's what Charter Holder Chatter is all about — our host, Franklin J. Parker, CFA, has real conversations with the thinkers on the front lines of finance and investment decision making.
And coming up next? The only dirty word in finance. 👀
New episode coming this Friday!
Catch up on anything you've missed here: cfasociety.org/dallasfortwor…
Join us for our Annual Meeting of the Members & New Charterholder Celebration, as we come together to recognize our newest charterholders, introduce the incoming Board, and celebrate the strength of our community.
🎟️ Register now: cvent.me/AVQ20R
🥳 Celebrate New Charterholders! Join us in recognizing their outstanding achievement and celebrating this important milestone in their careers. 🎲 Casino Night Fun: Test your luck at the tables!
💰 Cash Prizes: Feeling lucky? You might walk away with more than great memories.
🎵 Live Music, Full Dinner & Open Bar: Great food, drinks, and live entertainment.
🤝 Connect & Celebrate: Network with board members, fellow members, and guests.
Register cvent.me/AVQ20R
*New Charterholders: Check your emails for your invite.
Time is running out to register for Bridging the Divide: Public vs. Private Equity in Allocation and Valuation on May 14!
🎟️ Register now: cvent.me/NyWlky
This evening features networking and two exceptional panel sessions tackling topics that are top of mind across
how companies and assets are valued across these two markets, where disconnects persist, and what they mean in practice — covering current deal activity, capital market trends, and the structural and behavioral factors shaping today's valuation environment. You'll walk away with
a sharper, cross-sector view of how capital is being deployed and priced.
🎟️ This event is open to members and non-members. Secure your spot before registration closes here: cvent.me/NyWlky