DFW Institutional Investment FORUM

2024 Celebrates 25 Years

Join us in celebrating 25 years of educational meetings by registering for membersip in 2024!

Collaboration at our meetings

An interactive format allows participants to share insights from peer institutions

Featured Experts

Industry leaders share important perspectives on key investment issues

Presentation and discussion format

A focused topic with excellent speakers and discussion

Register to join our Roundtable discussion luncheons at the Park City Club

11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
2024 is our 25th year! We began in 2000!

Become a 2024 Member NOW

Come enjoy lunch with us while learning something new and networking with your peers.
The Advisory Board plans the topics, speakers, and dates for our six regular meetings.

March 19, 2024

“How AI’s Changing the Investment process”

Yin Luo, CFA, CPA, CGMA, Pstat, Vice Chairman at Wolfe Research
Gareth Shepherd, PhD, CFA, Co-Head Voya Machine Intelligence, Portfolio Manager
Henry To, CFA, CAIA, FRM, Director, Public Markets at Texas Health Resources

How will AI affect the investment process?

April 16, 2024

“Emerging Markets, where are we now?”

A look at EM both debt and equity to see where it fits int he portfolio.

Membership is available NOW!

June 18, 2024

“Are Bonds Back?”

Fixed income vs. other risk mitigation  strategies such as hedge funds.

Become a Member NOW!

October 17, 2023

“Fossil Energy” – Why Energy? Why Now?

Billy Bailey, Principal at BP Energy Partners
Ben Davis, Managing Partner at Energy Spectrum Capital
Terry Gottberg, President & CEO at Merit Energy
Ross Campbell, Managing Director at Barrow Hanley Global InvestorsLunch 10.17.23

Click here for our recent meetings

Click to see what we’ve been doing

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 25 years in 2024. 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. The we plan for six regularly scheduled meetings in 2024 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.

We keep education and networking a priority while also caring for the safety and well-being of participants. We met virtually during COVID, but we are back in-person beginning in March 2022. By attending you voluntarily assume all risks related to exposure to COVID-19. Please stay safe and take responsibility for yourself and others by getting vaccinated and wearing a mask when required.

For questions please contact John Thompson at 214-577-0095
5900 Baywater Dr. Suite 1201 Plano, TX  75093

September 19, 2023

“Real Estate – What’s changed?”

Coleman Brown, Partner at Stonelake Capital
Mathew Kirschner, SVP, Portfolio Manager at Cohen & Steers
Catherine Minor, Senior Portfolio Manager at DWS
Chris Cunningham, Partner at The Townsend Group.