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Sponsorship Opportunities
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CFA/DFW Sponsorship Opportunities

CFA Speaker Series Breakfast or Lunch Program (Dallas/Ft Worth)

Single Event Cost:  $1,500-2,500
Duo Event Cost: $2,500-4,000

A CFA DFW Speaker Series sponsorship provides partnering firms with an opportunity to make a detailed presentation to members in a professional setting.   Programs are held at a venue in Dallas or Fort Worth and invitations are sent to the society’s entire membership base as well as the general public (1,800+ distribution list).   The typical speaker series event has 25-50 attendees representing a wide array of DFW’s investment management and finance community.

Speaker series sponsorships represent an outstanding opportunity for partnering firms to share information on a valuable product, service, or investment offering with CFA DFW’s membership base. CFA/DFW reserves the right to collaborate with sponsors to assure that presentations align with the interests of the society’s membership.


CFA Cocktail Reception Program

Cost:  $1,000-1,500

CFA/DFW cocktail receptions provide an opportunity for interaction with members in an informal setting.   Receptions are typically held at a local restaurant and invitations are sent to the society’s entire membership base (1,200+ members).   Cocktail receptions have approximately 25-35 attendees, with members representing a wide array of DFW’s investment management and finance community.  

Cocktail receptions represent an outstanding opportunity for partnering firms to network with CFA/DFW’s membership base.  


CFA Society of DFW Forecast Dinner - Click Here for Details

The CFA/DFW Annual Forecast Dinner is our largest event and draws 500+ attendees each year. The format of the evening is a moderated panel of 2-3 distinguished speakers offering their outlook toward key themes in the political/economic/market environment shaping prevailing challenges and opportunities in the year ahead. Past event speakers have included Abby Joseph Cohen, Richard Fisher, Jim Grant, Bill Miller, Woody Brock, Shad Rowe, Andy Laperriere, David Rosenberg and Kathleen Hays.

The dinner is promoted to over 1200+ CFA members and other investment professionals, and sponsors have the opportunity to receive repeated mention in society communications beginning two months prior to the event.  Highest-level sponsors also have the opportunity to attend a pre-event VIP cocktail hour for additional interaction with our speakers and other key supporters.

Please click
here for detail on levels and benefits of sponsorship, or contact CFA/DFW at (214)363-3284 /


CFA Annual Golf Tournament (October 30, 2015)

Finance professionals enjoy a fun day of golf and networking while supporting CFA/DFW programs. The CFA/DFW Annual Golf Tournament is a fundraising event aimed at increasing financial support of the organization’s programs and bringing together those in the building industry for an enjoyable, social experience. This past year, we had over 50 participants. The tournament includes sponsorship opportunities (Click Here to view the sponsor form), 18 holes of golf for teams of three, contests, prizes, scramble and play-your-own-ball formats, and concludes with a lunch.


For additional opportunities, or to discuss a specific event you would like to host with the CFA/DFW, please fill out the form below or contact (214)363-3284 or