CFA Society Dallas/Fort Worth

September has some great in person events! Join us for: 🤝 September 5: Intersection Of Public and Private Credit Markets: Opportunities Within a Changing Rate Environment: Member exclusive. Check your emaills to register 🎲 September 25: Fall Kickoff: Casino Night: https://bit.ly/3yQjpxS

"I attended the recent webinar. It was extremely informative, and my notes could barely keep up with the content." We know our webinars and educational events are packed with valuable content, and we want to make it easier for our members to have access to these insights. With your CFA Society Dallas/Fort Worth membership, you'll soon have access to our presentation video library! We're excited to take on new initiatives this year, including more exclusive member events and perks. One of those being access to recordings from our webinar series as well as select discussions, panels and roundtables. This gives you the opportunity to watch events and sessions you register for at your convenience if you can't make it to the live presentation, or if you want to revisit important information. Don't forget to join us or renew your membership before the August 31st deadline in order to gain access: https://bit.ly/3Wb4cAe ____ #cfasocietydallasfortworth #cfasocietydfw #cfainstitute #financeprofessionals #investmentprofessionals

Have you registered? Join us on September 5th with Fritz Thomas, Partner at Oak Hill Advisors (OHA), and Chris Dillon, VP and Global Fixed Income Investment Specialist at T. Rowe Price when they will discuss the today’s fluid interest rate and economic environment and its implications for today’s Public and Private Credit markets. Members, check your emails to secure your ticket for this event!

Deadline is approaching! Don’t let your membership to CFA Institute and CFA Society Dallas/Fort Worth lapse. Renew now: https://bit.ly/3Wb4cAe ___ #cfasocietydfw #cfainstitute #cfaprogram #investmentdecisionmakingprofessionals #investmentdecisionmaker #investmentdecisionmakers #financeprofessionals 

Our Fourth Annual Fall Kickoff is back! Join us for one of our most popular events of the year with a night of great drinks, food stations, fun casino games, and good company. Test your luck at the tables and our raffle to win cash prizes while connecting with fellow CFA Society Dallas/Fort Worth members and their guests. We can't wait to see everyone there!    Register now as Early Bird Pricing for our members ($100) ends on September 15, 2025. Guest pricing is $120. 🎟 Grab your ticket now: https://bit.ly/3yQjpxS As a member, you can use one of your two $40 event ticket discounts* for this event. Please email us at [email protected] for more information. Sponsorship opportunites are available! Please contact us at [email protected] for more information. ___ #cfasocietydallasfortworth #cfainstitute #cfaprogram #investmentprofessionals #financeprofessionals #dallasfortworth

Connection and community are important in the pursuit of success ✨ Our CEO, Lauren Minch, CFA, CPA, is focused on bringing together our investment and finance professionals in the Metroplex to create a thriving group of supportive colleagues and peers. Renew your CFA Institute and CFA Society Dallas/Fort Worth membership before the final August 31st deadline here: https://bit.ly/3Wb4cAe ___ #cfasocietydallasfortworth #cfaprogram #cfainstitute

Reminder: August 31st is your last change to renew your membership with CFA Institute and CFA Society Dallas/Fort Worth. Here are the CFA Society Dallas/Fort Worth member only benefits: 🗓 Dive into a diverse calendar of events: We are listening to you and adding new event formats and hosting more events throughout the Metroplex. 📝 Sharpen your skills: Our educational programs give you the opportunity to learn from and interact with industry experts for the most up to date industry insights. 🤝 Exclusive networking opportunities: These networking events allow you to create connections and help build a supportive community. 🙂 More member exclusive events. 👨💻 Access to program recordings: We know life can get busy so you'll have access to recordings to watch at your own pace. 🎟 Exclusive member perk: Each member gets two $40 discount tickets to any CFA Society Dallas/Fort Worth event throughout the membership year. Membership to CFA Society Dallas/Fort Worth and CFA Institute connects you with a global and local association of investment professionals and gives you access to benefits that help you pursue professional knowledge, advance in your career, and lead with ethics. Renew and join now: https://bit.ly/3Wb4cAe ___ #cfasocietydfw #cfainstitute #cfaprogram #investmentdecisionmakingprofessionals #investmentdecisionmaker #investmentdecisionmakers #financeprofessionals 

🚨 Last chance. Don’t lose access to your benefits! Renew your CFA Institute and CFA Society Dallas/Fort Worth membership for 2024–2025 to maintain your CFA designation and ensure you don’t miss out on the continually updated array of benefits, content, research and tools available exclusively to our members. Renew your membership now: https://bit.ly/3Wb4cAe Here are the CFA Society Dallas/Fort Worth member-only benefits: 🗓 Dive into a diverse calendar of events: We are listening to you and adding new event formats and hosting more events throughout the Metroplex. 📝 Sharpen your skills: Our educational programs give you the opportunity to learn from and interact with industry experts for the most up to date industry insights. 🤝 Exclusive networking opportunities: These networking events allow you to create connections and help build a supportive community. 🙂 More member exclusive events. 👨💻 Access to program recordings: We know life can get busy so you'll have access to recordings to watch at your own pace. 🎟 Exclusive member perk: Each member gets two $40 discount tickets to any CFA Society Dallas/Fort Worth event throughout the membership year. Renew your membership before August 31: https://bit.ly/3Wb4cAe ___ #cfasocietydallasfortworth #cfainstitute #cfaprogram #investmentprofessionals #financeprofessionals

Are you ready to be part of the #YallStreet movement? Dallas is quickly becoming the new financial frontier, with companies like Charles Schwab flocking to the area. Dubbed "Y'all Street," Dallas/Fort Worth is challenging the status quo of the industry in so many ways! If you're looking for a great weekend read, dive into The Wall Street Journal's article about the region's boom ➡️ https://bit.ly/3SSwLka

We have a new members only event happening soon! Relative to a domestic banking system that is lending less since the global financial crisis, companies have turned to public and now increasingly to private credit markets to get the funding they need to help execute their respective business strategies as well as plan for the future. Through this lens, these two important funding markets intersect and, in so doing, help drive the US economy.   Please join Fritz Thomas, Partner at Oak Hill Advisors (OHA), and Chris Dillon, VP and Global Fixed Income Investment Specialist at T. Rowe Price when they will discuss the today’s fluid interest rate and economic environment and its implications for today’s Public and Private Credit markets.    Members, check your emails to register! Doors open at 4:00 pm with the panel kick off at 4:30 pm. Drinks, appetizers and networking will follow the presentation.