Private Wealth Leadership Forum | In-Person Conference | Oct 2026

The private wealth industry is changing quickly. Portfolio construction is evolving beyond traditional models, private markets are becoming central to client portfolios, and advisory firms are facing new pressures around scale, technology, and generational wealth transfer.

CFA Institute and CFA Society Dallas/Fort Worth will bring together CIOs, portfolio managers, advisors, and family office leaders to examine these shifts and what they mean for investment decision-making.

Across 1.5 days,youwill gain practical insight into how leading firms are integrating private markets into portfolios, managing risk and liquidity, improving tax efficiency, and adapting advisory models to meet the challenges of industry change and generational wealth transfer.

Most private wealth conferences emphasize product distribution or high-level thought leadership. This conference is designed for investment practitioners who need to make real portfolio and business decisions. What you’ll explore:

Practitioner-led discussions focused on real investment decisions rather than product promotion
In-depth insight into portfolio construction, private markets, and macroeconomic trends
Perspectives from RIAs, family offices, private banks, and institutional asset managers
Discussion on both investment strategy and the evolving advisory business model
Anchored in the CFA Institute community, emphasizing rigorous analysis and informed debate