In-Person 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

Featured Experts

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.

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. 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 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. We met virtually through August and are back in-person in September. 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