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Thank you for your Luncheon Registration!

If your plans change, you must cancel by Friday before the luncheon, or you will be charged for the luncheon.

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2014 miniSummit Venue

miniSummit VenueTUESDAY, APRIL 22, 2014

From 2:00-6:00pm at Winstead PC's office in downtown

600 Travis Street, 11th Floor

Validated parking across the street at 601 Travis Street 

2:00-2:30PM Registration

2:30-5:00PM Program

5:00-6:00PM Cocktail Reception



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 "Risks and Opportunities in the Global Fixed Income market", Bill Adams, CIO at MFS Investment Management
  7/17/18 "Fixed Income Market Update & Trends in Institutional ETF Usage", Evan Teiger, BlackRock
  9/18/18 "Trends in Commercial and Industrial Real estate lending across the US" Derek Jenkin, Romspen Investment Company
10/16/18 "Passive vs. Active Investing... 2 years later", Scott Gates, CIO, Friess Associates

November 13-14, 2018 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



Too Early

           Thank you for your interest in the 2016 Summit.

                           Please be patient.

Plans are in the works, but Hotel Registration is not available yet.

                          Check back soon.

In 2018 Hyphen Network will continue the tradition of the National Society of Institutional Investment Professionals by hosting The 2018 Summit
The 24th Annual National Pension & Institutional Investment Summit in Dallas, TX

November 13-14, 2018

Speakers are being finalized Now


National Pension & Institutional Investment Summit - Denver

Date to be announced soon, plan for February 2019

at the Crowne Plaza 1450 Glenarm Pl, Denver,CO 80202


For more information or requests to be on the program contact John E. Thompson, Jr., Executive Director at  This email address is being protected from spambots. You need JavaScript enabled to view it.   or  (214) 327-0068.


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2014 miniSummit in Houston on April 22, 2014

Ross H. Ross PicClary – Principal, Shepherd Kaplan LLC

Ross is a Principal of Shepherd Kaplan LLC (SK), a $10B Registered Investment Advisor based in Boston, MA. He has over 15 years of experience consulting to institutional retirement plans, family offices, and endowment and foundations in the areas of portfolio strategy, design, implementation and support. Prior to joining Shepherd Kaplan, Ross served as a senior consultant at RBC Wealth Management, where he was one of two senior consultants within the Institutional Consulting Group overseeing $1 billion in plan sponsor assets. He holds the Series 65 and Qualified Plan Financial Consultant (QPFC) designation and is a graduate of Texas A&M University.


Robert J.Robert Pic Costello III, CFA® – Investment Director, Fixed Income, Putnam Investments

Mr. Costello is an Investment Director in Putnam's Fixed Income group, dedicated to multi-sector core and unconstrained strategies. In this role, he is responsible for interpreting and communicating strategy, performance, and positioning to clients and prospects; developing and launching new fixed income products; and gathering and analyzing market intelligence on trends in the institutional marketplace. Mr. Costello, a CFA charterholder who holds his Series 7 and 63 licenses with FINRA, joined Putnam in 2011 and has been in the investment industry for 13 years.

Prior to joining Putnam, Mr. Costello was a Vice President in BlackRock's Global Client Group, serving as a fixed income client relationship manager to public and private pension plans, corporations, foundations, and endowments. He holds a BA in Economics from Dartmouth College.


WilburWilbur Pic Matthews – Principal, CEO, CIO, Vaquero Global Investment

Mr. Matthews is Vaquero's Founder and CIO with responsibilities for Portfolio Management, Trading, Research and Analysis. Established in 2007, Vaquero Global Investment is an investment advisory firm focused on emerging market credit opportunities with an emphasis on corporate finance, the largest and most dynamic segment of the emerging market fixed income universe. Today, Vaquero manages both traditional and hedged strategies through pooled and separate account vehicles. Prior to launching Vaquero, Mr. Matthews was a Portfolio Manager with AIG, where he built one of the largest EM credit efforts on Wall Street, generating consistently strong returns with below market volatility. With AIG, Mr. Matthews was able to structure numerous innovative, first-of-their kind financings and build a network of relationships spanning issuers, underwriters and investors throughout the emerging markets. Prior to AIG, Mr. Matthews was part of Chase's Institutional Investor #1 ranked EM Research Team where he was Sr. Economist for several Latin countries and a utility player in support of the Asian, European and America's Economics and Strategy teams. Mr. Matthews was individually ranked #1 for Peru coverage in 1999/2000 by Latin Finance. Prior to working in research, Mr. Matthews was a banker with Chemical/Chase, originating transactions for emerging market issuers. Mr. Matthews has 20 years of experience in finance and emerging markets, spanning a broad range of asset classes and has seen the market from various perspectives: as a portfolio manager, trader, sovereign analyst, corporate analyst and investment banker. Mr. Matthews holds a BA in Third World Studies and British History, University of the South at Sewanee, TN.


BraBrad Picd Young – Managing Director, Global Credit and Fixed Income, PineBridge Investments

Mr. Young joined PineBridge in 2010 in the Global Credit and Fixed Income division as an investment team member, and works closely with the global business development organization. Mr. Young is a seasoned investment management and global credit markets professional. His career spans over two decades in the financial services industry. His roles have included product management, business development, client portfolio management, and client relations. Mr. Young established and managed a distressed credit team at a boutique investment firm and has extensive experience in credit focused strategies. He received his BA in International Business and Economic Theories from the University of California Berkeley.



South Texas Pension Forum

Quarterly meetings, limited to plan sponsors and hosted by plan sponsors

Contact: Bill Heggie, Enterprise Products Company, 713-381-8245

or Dennis Veal, Dresser-Rand, 713-935-3489