CFA Society Dallas/Fort Worth

Our member exclusive cyber security webinar is just two days away! Register now: https://cvent.me/ZdR2ra What You'll Learn: 💻 Understanding Cyber Threats in Finance: Explore the latest cyber risks targeting the financial industry, including phishing schemes, ransomware attacks, and data breaches. 💻 Regulatory Compliance and Cyber Risk Management: Navigate the complexities of financial regulations related to cybersecurity and understand their implications for your organization. 💻 Protecting Sensitive Financial Data: Learn best practices for securing client information and maintaining data integrity across various financial services. 💻 Implementing Effective Cybersecurity Strategies: Discover how to develop robust cybersecurity frameworks, conduct risk assessments, and establish incident response plans tailored to financial organizations. 💻 Promoting Cybersecurity Awareness: Understand the importance of cultivating a culture of security awareness among all employees in your organization. Link to attend the presentation will be sent once you register. This event is part of the Global Passport program and only open to those registered to a local Society.

Thank you to everyone who joined us for our first Fall Speaker Series event. The event was a big success! It was a first of its kind for us with an evening filled with informative sessions on: ✔️ Navigating Private Markets: Current Trends and Implications. (Arslan H. Mian, Managing Director, BlackRock) ✔️ Geopolitical Implications of Economic Power. (Estelle Ou, Bloomberg) ✔️ Artificial Intelligence: The Most Disruptive Innovation of All Time. (Jack Stock, Vice President, Product Specialist, ARK Invest, Resolute Investment Managers and Dan White, CFA, Assistant Portfolio Manager, ARK Invest) We've received great feedback on the event format, networking breaks to connect with new people and cocktail reception. We look forward to creating more experiences like this one 🙂 A special thank you to our sponsors and speakers: ➡️ Arslan Mian, Managing Director, BlackRock ➡️ Carlos Castro, Alternative Investments, BlackRock ➡️ Estelle Ou, Economist at Bloomberg ➡️ Jack Stock, CIMA, Vice President, Product Specialist, ARK Invest, Resolute Investment Managers ➡️ Daniel White, CFA, Associate Portfolio Manager, ARK Invest ___ #cfasocietydallasfortworth #cfainstitute #cfaprogram #investmentprofessionals #financeprofessionals

A new Charterholder Chatter episode is live! This week we talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life. Listen now: 🎧 On Spotify: https://bit.ly/3BXf6lA 🎧 On Apple Podcasts: https://bit.ly/4dWCX28 🎧 Stream on our website: https://bit.ly/3YYiqU2 More about our guest: Gautam is the founder of High Pointe Capital. He has served as the President of Chicago’s CFA Society, and was honored by the CFA Society Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer with Northwestern University’s School of Management, and holds his CFA charter. ___ #cfasocietydallasfortworth #charteholderchatter #financepodcast #investmentmanagement #investmentprofessional #financeprofessional

What sets CFA candidates apart in today’s finance world? With a focus on real-world applications and specialized pathways, the program equips future finance professionals to tackle real-world challenges confidently. Watch to learn how you can level up your career in finance!

Registration for our Fall Speaker Series closes today (10/22) Join us on October 24 at the Rayleigh Underground (Toyota Music Factory) In this new event format you’ll hear from four industry leaders in one day! Register now: https://cvent.me/B0Pb51 The topics they will cover are: ✔️Navigating Private Markets: Current Trends and Implications. (Arslan H. Mian, Managing Director, BlackRock) ✔️Geopolitical Implications of Economic Power. (Estelle Ou, Bloomberg) ✔️Artificial Intelligence: The Most Disruptive Innovation of All Time. (Jack Stock, Vice President, Product Specialist, ARK Invest, Resolute Investment Managers and Dan White, CFA, Assistant Portfolio Manager, ARK Invest) But that's not all!  🙌 Bloomberg representative will be on site during the event providing demonstrations into Bloomberg Terminals! This is your opportunity to ask questions and familiarize yourself with the system and the powerful reporting capabilities it provides. 🤝 Interact with fellow attendees during our 15 minute networking breaks in between the sessions. ✨ And to top it off enjoy a cocktail reception with drinks and light appetizers to close the event. Don't miss this opportunity to gain valuable knowledge and expand your network. By attending this event you can earn 3 CFA Professional Learning Credits. Register now: https://cvent.me/B0Pb51

We have updates to our Fall Speaker Series event on October 24! ✔️ A Bloomberg representative will be on site during the event providing demonstrations into Bloomberg Terminals! This is your opportunity to ask questions and familiarize yourself with the system and the powerful reporting capabilities it provides. ✔️Session detail updates 🎟️ Get all the details and register now. Registration closes on 10/22 ➡️ https://cvent.me/B0Pb51

Have you seen the updates to our Fall Speaker Series event on October 24? ✔️ A Bloomberg representative will be on site during the event providing demonstrations into Bloomberg Terminals! This is your opportunity to ask questions and familiarize yourself with the system and the powerful reporting capabilities it provides. ✔️Session detail updates 🎟️ Get all the details and register now! Registration closes on 10/22 ➡️ https://cvent.me/B0Pb51

Join us in congratulating all the dedicated candidates who conquered the last hurdle in the CFA Program journey! Your hard work paid off; now it's time to share this massive achievement with your network!

New member exlcusive webinar: Cybersecurity in Finance: Protecting Financial Organizations from Emerging Threats. In today's digital era, cyber threats pose significant risks to the entire financial sector. This webinar happening on 10/31 at 11 AM is tailored for professionals across all financial organizations. We aim to equip you with the knowledge and strategies needed to safeguard your organization and clients from cyber attacks. What You'll Learn: 💻 Understanding Cyber Threats in Finance: Explore the latest cyber risks targeting the financial industry, including phishing schemes, ransomware attacks, and data breaches. 💻 Regulatory Compliance and Cyber Risk Management: Navigate the complexities of financial regulations related to cybersecurity and understand their implications for your organization. 💻 Protecting Sensitive Financial Data: Learn best practices for securing client information and maintaining data integrity across various financial services. 💻 Implementing Effective Cybersecurity Strategies: Discover how to develop robust cybersecurity frameworks, conduct risk assessments, and establish incident response plans tailored to financial organizations. 💻 Promoting Cybersecurity Awareness: Understand the importance of cultivating a culture of security awareness among all employees in your organization.   Members, check your emails to register! Link to attend the presentation will be sent once you register. This event is part of the Global Passport program and only open to those registered to a local Society. More about our speaker: Jason Rorie - CEH, CISA, CISM, CCSP, CISSP-ISSMP, Chief Executive Officer, Triad InfoSec "In my journey through the cybersecurity realm, I've learned that true success isn't solely about deploying the latest technologies. It's about creating an environment where security is an integral, seamless part of every business operation. As I lead my team, our focus extends beyond reacting to threats; we proactively weave security into our daily workflows, championing resilience and compliance in this rapidly evolving digital era” As an accomplished Chief Information Security Officer, I specialize in pioneering robust cybersecurity strategies. My extensive experience spans both hands-on technical mastery and visionary leadership in the information security sector. I have a proven track record in strategic planning, executing comprehensive security initiatives, and leading high-performance teams. My leadership philosophy revolves around empowering teams through mentorship, fostering a proactive security culture, and aligning security goals with business objectives. Skilled in identifying and mitigating security risks, I have consistently ensured compliance with industry standards such as NIST, ISO 27001, SOC2, CIS, CMMC, FTC, and HIPAA. ___ #cfasocietydallasfortworth #aiinfinance #aiininvestment #investmentprofessionals #fiananceprofessionals

Registration for our Fall Speaker Series closes on 10/22. Don’t miss your chance to: 👉 Gain insights on private markets, geopolitics, and AI from experts at BlackRock, Bloomberg, Resolute Investment Managers, and ARK Invest. 👉 Network with industry professionals during dedicated 15-minute breaks and a closing cocktail reception. 👉 Earn 3 CFA Professional Learning Credits.   Open to members and non-members! Spread the word and invite your colleagues and friends interested in these topics. 🎟️ Register now: https://cvent.me/B0Pb51   Our sessions include:   ➡️ Session 1 (4:00 - 4:50 PM): Navigating Private Markets: Current Trends and Implications
 Arslan Mian, Managing Director, BlackRock
 Explore trends and outlooks in private markets, including the future of PE, distribution challenges, M&A, and liquidity options like secondaries.   ➡️ Session 2 (5:05 - 5:55 PM): Geopolitical Implications of Economic Power 
Estelle Ou, Economist, Bloomberg 
Discussing the economic power struggle between the US and China, and how trade, sanctions, and investment policies shape global dominance.   ➡️ Session 3 (6:10 - 7:00 PM): Artificial Intelligence: The Most Disruptive Innovation of All Time.
 Fireside chat with Jack Stock (Resolute) & Dan White, CFA (ARK Invest) 
Learn about the transformative potential of AI, the next-gen cloud, and how AI will impact every sector.   Get full details and register now: https://cvent.me/B0Pb51 ___ #cfasocietydallasfortworth #financeprofessionals #investmentprofessionals #cfainstitute #cfaprogram