Virtual Meetings Now
Interact with speakers and panelists on the current challenges facing asset pools, pensions, foundations, endowments, family offices, etc.
Collaboration at our meetings
An interactive format allows participants to share insights from peer institutions
Industry leaders share important perspectives on key investment issues
Presentation and discussion format
A focused topic with excellent speakers and discussion
DFW Institutional Investment FORUM
Listed below are our recommended sources to further your understanding of institutional investing.
Special VIRTUAL meeting being planned
July 28, 2021 Teach in –
“Infrastructure, Timberland & Inflation”
Future Roundtable Discussions
September 21, 2021 TBA
October 19, 2021 TBA
TBA, Private Equity
December 14, 2021 Emerging Markets
- Planning an in-person event in Dallas. Location to be determined.
- Keynote Speakers, Panel discussions, Breakout sessions
- Topics include, current markets, Alts, ESG, CIO Roundtable, etc.
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 last until our September 2021 meeting when we hope to be able to return in person. We appreciate your continued support..
For questions please contact John Thompson at 214-327-0068