DFW Institutional Investment FORUM
Luncheon meetings at the Park City Club
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
We started in 2000, and now Celebrate 26 years in 2025!
Become a 2025 Member NOW and Save
Enjoy lunch with us while learning something new and networking with peers.
The Advisory Board plans the topics, speakers, and dates for our six regular meetings.
September 25, 2025 (Revised Date)
“Special Allocator ONLY Roundtable”
NOTE: Location – We will meet in the conference center at:
Presbyterian Mission Center
6100 Colwell Blvd. Irving, Texas 75039
This will be an open roundtable discussing asset allocation such as:
how often do you review asset allocation?
how often do you change?
what triggers a change?
what changes are you considering?
Bring your allocation story and questions to this open discussion
Only $5 for Non-Members
October 21, 2025
“Back to the Future with 130/30 Strategies?”
Tim Barrett, Chief Investment Officer at Texas Tech University
Seth Weingram, Ph.D., SVP, Director, Client Advisory at Acadian Asset Management
Derrick Dagnan, Chief Investment Officer at Fort Worth Employees’ Retirement Fund
Join us for another great discussion
Click here for our recent meetings
Click to see what we’ve been doing
8/19/25 “Economic Outlook and Implications for Financial Markets and the Fed”
A Conversation with Rob Kaplan
Partner and Vice Chairman, Goldman Sachs | President & CEO, Dallas Fed (2015 to 2021)
Professor of Management Practice and Senior Associate Dean at Harvard (2006-2015)
The DFW II FORUM
The DFW Institutional Investment FORUM was established in late 2000 as the Dallas Chapter of the Society of Pension Professionals and renamed at the end of 2018. We will celebrate 26 years in 2025. This is the educational FORUM for institutional investment professionals in the Dallas / Fort Worth area. The primary focus is on institutional investment professionals that manage pension plans, both public and private; foundations and endowments, family offices, and consultants. We are planning for six regularly scheduled meetings in 2025 to provide a FORUM for the exchange of ideas over lunch, along an educational speaker or panel discussion and networking opportunities. Special meetings include our annual meeting at the Dallas Federal Reserve to hear their economist’s latest market outlook. Visitors are welcome, just register for the meeting to ensure you have a seat at the table.
Education and networking are a priority for us.
For questions please contact John Thompson at 214-577-0095
5555 Windhaven Pkwy. Suite 4125 Plano, TX 75024