Markets and Governance at the 2020 Summit
Challenges facing asset pools, pensions, foundations, endowments, family offices, etc.
2020 Summit Breakout Sessions
An interactive format allows participants to share insights from peer institutions
2020 Summit Featured Experts
Industry leaders share important perspectives on key investment issues
2020 Summit has an Efficient Format
A focused day, very economical, with strong topics and excellent speakers
DFW Institutional Investment Forum
Listed below are our recommended sources to further your understanding of institutional investing.
March 16, 2021 Security Selection
April 20, 2021 Infrastructure
Include your projected return for the asset class which will be used in case of a tie for best performing asset class. This is a fun contest with a modest prize for the winner provided by the sponsor. Open to all members and guests that attended one of our meetings. Contest entries must be submitted by midnight 1/31/21.
The DFW Institutional Investment Forum was established in late 2000 as the Dallas Chapter of the Society of Pension Professionals and later renamed at the end of 2018. This is the professional 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. The eight regularly scheduled meetings each year provide the forum for the exchange of ideas over lunch, along an educational speaker 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.
We keep education and networking a priority while also caring for the safety and well-being of participants by keeping all our meetings in a virtual setting. This will probably last until mid-2021 or whenever it is deemed safe to meet in person again. We appreciate your continued support..
For questions please contact John Thompson at 214-327-0068
- Hoping for an in-person event, but might be Virtual
- Keynote Speakers, Panel discussions, Breakout sessions
- Topics include, current markets, Alts, ESG, CIO Roundtable, etc.