NSIIP-Dallas

The Dallas Chapter of the Society of Pension Professionals
Contact: John E. Thompson, Jr., President - 214-327-0068


 Membership Information


 2018 Scheduled Meetings:         (Credit Card payments incur a convenience fee)
The Park City Club is located at 5956 Sherry Lane, Suite 1700 (Northwest Highway & Toll road)

  1/16/18 - "Where is technology taking us?", Greg Bohlin, Union Grove Venture Partners
  1/26/18 "2018 State of the Economy & Outlook" Dr. Mine Yucel, Federal Reserve Bank and Dr. Robert Dye, Comerica Bank
  2/13/18 "Global Private Natural Resources" Sean Goodrich, Aether Investment Partners
  3/20/18 "The Hidden Cost of Indexing”, Wei Dai, PhD, Dimensional Fund Advisors
  4/17/18 "An Alternate Twist to Traditional Beta", Sean Heron, Glenmede Investment Mgt

 
  6/19/18 at the Park City Club from 11:30 am to 1:30 pm
       "Farmland and Timber Investments", Stephen Kenney, Hancock Agricultural Investment Group
 
  7/17/18 at the Park City Club from 11:30 am to 1:30 pm
       "Growth in Institutional ETF usage", Evan Teiger, BlackRock
 
  9/18/18 at the Park City Club from 11:30 am to 1:30 pm
       "TBA", Nazneen Kanga, Northern Trust
 
10/16/18 at the Park City Club from 11:30 am to 1:30 pm
       "Passive vs. Active management", Joe Fields, Friess Associates
 
November the 2018 Summit, 24th Annual National Pension & Institutional Investment Summit
 
12/18/18 at the Park City Club from 11:30 am to 1:30 pm
       "Real Estate Investments", John Turner, Rockstreet Partners


2017 Meetings:

  1/17/17 - "Transition Management today" David P. Choate, SVP, Capital Institutional Services (CAPIS)
  1/27/17 - "2017 State of the Economy & Outlook" Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  3/21/17 - "Real Estate Update" Austin Kahn, CIO, Ethika Investments
  4/18/17 - "Improving Portfolio Performance amidst Today's Market and Issues", Dory Wiley, Commerce Street Capital
  6/20/17 - "Inflation: The Forgotten Investment Risk", Michael Simon and Robert Holt, Holt Capital Partners, L.P.
  7/18/17 - "Pension Management and Asset Allocation Outlook", John O'Callaghan, Fidelity Investments
  9/19/17 - "Evolution of Risk Management", Josh Howard, Director of Investment Risk, RBC Global Asset Management
10/17/17 - "Global & US Earnings Outlook: What to expect going forward", Bill Ketterer and Kenneth Wallace, Smith Group
11/13-14 the 2017 Summit at the Marriott Las Colinas, 23rd Annual National Pension & Institutional Investment Summit
12/19/17 - "ESG - Passing Fad or a Legitimate Investing Tool?", Dan Nielsen, Great Lakes Advisors, LLC

2016 Meetings:

  1/19/16 - "Portfolio Management: manager selection, due diligence, and transitions.", Michael Paolucci, Mercer
  1/29/16 - "2016 State of the Economy & Outlook" Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  3/15/16 - "Illiquid Lunch?", Linh Pham, BlackRock
  4/19/16 - "US Late Cycle Indicators Rising…Is Inflation Next?", Austin Litvak, Senior Analyst, Fidelity Investments
  6/21/16 - "Benefitting from Opportunities in US Middle Market Senior Lending", Shai Vichness, TIAA
  7/19/16 - "The State of Venture Capital”, Peter Denious, Head of Global Venture Capital, Aberdeen Asset Management
  9/20/16 - "Undiscovered Managers", Sam Austin, FIS Group, Inc.
10/18/16 - "Case for Active Management in a Transformational World", Scott Gates, CIO, Friess Associates
10/31-11/1the 2016 Summit at the Marriott Las Colinas, 22nd Annual National Pension & Institutional Investment Summit
12/20/16 - "Trends in Analyzing Multi Asset Class Investing", Josh Smith, Co-Founder and CEO, Solovis, LLC

2015 Meetings:

  1/09/15 - "2015 State of the US Economy and Outlook", Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  1/20/15 - "Shale Revolution and the American industrial Renaissance" Libby Toudouze, President, Cushing Asset Management
  3/17/15 - "Hidden Risks and Opportunities for Long-Term Investors" John Keshner, Managing Director, Multi-Manager Solutions Northern Trust
  4/21/15 - "Emerging Markets" Tim Devlin, JP Morgan
  6/16/15 - "Currency in international investing and how institutional investors are approaching it" Gary Klopfenstein, Berenberg Asset Management
  7/21/15 - "Economic and Market Review: Time to Put This Bull Out to Pasture?" Bryan Sullivan & Francesca Smitherman, Regions Investment Mgt
  9/15/15 - "Global Real Assets" Bernie McNamara, JP Morgan
10/20/15 - "DC Perspectives" Paula Smith, Head of DC Investments at Voya
11/16-17 the 2015 Summit at the Marriott Las Colinas, 21st Annual National Pension & Institutional Investment Summit
12/15/15 - "Liquidity and evolution of the Bond Market" David LaRusso, Dimensional Fund Advisors

2014 Meetings:

  1/17/14 - "2014 State of the US Economy and Outlook", Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  1/21/14 - "Regulatory and Legislative update for Retirement Plans" Drew Carrington, Franklin Tempelton
  3/18/14 - "Is this another market bubble?" - Robert Almeida, MFS
  4/15/14 - "Is the Run on Bank Loans Over, and Will We See a Repeat of 2008/2009?" John Bailey, AEGON USA
  6/17/14 - "Time for Venture Capital?" - Greg Bohlen, Morgan Creek Capital
  7/15/14 - "The trend toward physician owned hospitals and what that means to the investment community", Todd Furniss, glendonTodd Capital LLC
  9/16/14 - "Strategic Beta" - Ellen Blix and Linh Pham, BlackRock
10/21/14 - "Approach to Alternative Investments" - Kevin Lion, Aberdeen
11/10-11 the 2014 Summit at the Dallas Marriott Las Colinas, 20th Annual National Pension & Institutional Investment Summit
12/16/14 - "Impact of increasingly complex portfolios on institutional investors", Steve Benjamin, Pyramis Global

2013 Meetings:

  9/17/13 - “Federal Reserve Monetary Policy and the implications for the Fixed Income Markets”, Terry Moore, T. Rowe Fixed Income Specialist
10/15/13 - "Market Outlook" Tom Fahey, Loomis Sayles
11/18-19 the 2013 Summit at the Dallas Marriott Las Colinas, 19th Annual National Pension & Institutional Investment Summit
12/17/13 - “Risk Management Today” Has the recent de-risking trend actually hurt pension plans' chances of meeting their obligations?, Joe Lawrence, AllianceBernstein