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9/22/2015
Emerging Managers: A Frank Discussion featuring a Panel of Seasoned Allocators

11/18/2015 » 11/19/2015
SAVE THE DATE: Southwest IDEAS Conference

 

Welcome to the CFA Society of Dallas-Fort Worth!






 
Letter from the President

PUTTING INVESTORS FIRST MONTH

The month of May has been designated “Putting Investors First” month by the CFA Institute. Please join in me in supporting this effort by endorsing the Statement of Investor Rights and by encouraging your firm or employer to adopt the Asset Manager Code of Professional Conduct . Your Society and the CFA Institute share the common goals of restoring integrity and confidence in the markets as promoted in the Future of Finance initiative and I hope you do, too.

Societies around the world are promoting “Putting Investors First” month with a wide range of events as is CFA/DFW. We will be hosting a panel discussion with representatives from the SEC, FINRA and local firms moderated by CFA Institute Board of Governor member Jim Jones which will discuss the integrity of the markets since the financial crisis. This special event will be held May 21 at both TCU in the morning and at SMU in the evening and will be open to all Society members, members of other professional organizations, legislators, regulators, and individual investors for no charge.  We are able to do so with financial support from the CFA Institute.

As always, I hope to see you at our upcoming events!

Cheers,
Chuck Grosvenor

President, CFA/DFW
 

 

The CFA designation recognizes knowledge, skills, and abilities in security analysis and portfolio management, emphasizing the highest ethical and professional standards. To learn more about the CFA designation and program, contact CFA Institute

 

CFA: The Gold Standard

"The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."

The Economist, 2/26/2005

CFA/DFW 2014 Charterholder Dinner and 2015 Forecast Dinner