Dallas Chapter Notes

Dallas Chapter of the Society of Pension Professionals


The Society is the professional education forum for pension professionals. Its members are dedicated to professional standards within the industry and committed to sharing knowledge. There are eight regularly scheduled meetings on the third Tuesday of: January, March, April, June, July, September, October, and December.


Membership includes attendance and lunch at the eight regularly scheduled meetings along with discounted pricing for any special meetings during the year. Members can to send a substitute in their stead if they are unable to attend. The 2018 Membership fee is $225 in January and pro-rated to $210 in February, $210 in March, $180 in April, $150 in May, $150 in June, $120 in July, $90 in August, $90 in September, $60 in October, $30 in November, and $30 in December.


Non-members attending pay a $30 fee for each meeting in 2018. Special meetings may have a different fee.

Electronic Membership Application   or    Paper Form

Everyone is required to RSVP for meetings they will attend.


For more information contact: 

John E. Thompson, Jr., 


Dallas Chapter of the Society of Pension Professionals
One T&M Plaza | 6839 Gaston Avenue | Dallas, TX 75214
Office 214-327-0068 | Cell 214-577-0095
eMail This email address is being protected from spambots. You need JavaScript enabled to view it.



The National Society of Institutional Investment Professionals (NSIIP) is a nationwide, voluntary nonprofit educational organization. NSIIP promotes the exchange of information and education of institutional investment professionals. It advocates standards of qualification, develops and promotes continuing education programs and participates in any other way in the advancement of institutional investment professionals.

The annual Summit is the primary educational event held in the fall of the year. We typically have two key speakers that set the stage to address the current investment issues. The issues are then addressed by a number of panel discussions that focus on more detailed analysis and different approaches to the issues. In 2018 Hyphen Network will continue the tradition of the NSIIP by hosting The 24th Annual National Pension & Institutional Investment Summit in Dallas, Texas.


Special Training

TEXPERS’ Basic Trustee Training (BTT) class
Tuesday 11/1/16 at the Dallas Marriott Las Colinas Hotel, the day after the 2016 Summit
This training will be offered on Tuesday, November 1, 2016 and fulfills the requirements of the Pension Review Board (PRB) Minimum Education and Training Program. TEXPERS is accredited by the PRB as an approved education sponsor. The class will begin at 8 am and end by 4:15 pm and will provide the required seven hours of training in the seven core content areas prescribed by the PRB; the rules state that the requirements must be met by 12/31/2016.  Registration for this class will be through TEXPERS. Registration is $100 for trustees/staff of TEXPERS member funds.
Individuals from non-member retirement systems can attend for $300 by contacting TEXPERS: 713-622-8018 or This email address is being protected from spambots. You need JavaScript enabled to view it..
Trustees/Staff that are with a TEXPERS member pension fund can login at, navigate to Events and Registration and register if you are already in the TEXPERS database. If you cannot remember your login credentials, click forgot password. If you are not already in the TEXPERS database, contact your system administrator to be added. 


For more information, contact
John E. Thompson, Jr. - Executive Director | (214) 327-0068
National Society of Institutional Investment Professionals
One T&M Plaza | 6839 Gaston Avenue | Dallas, TX 75214