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

June 21, 2022 In-Person

“Board Communication, Interactions, and Best Practices – Part 1”

(Consultants share their insights)

John Thompson, President at DFW Institutional Investment FORUM
Adam Strumpf, Consultant and Chief Compliance Officer at DeMarche
Alan Bergin, Consultant at Fund Evaluation Group
Kevin Vandolder, Consultant at AndCo Consulting

Those who lead, advise, or invest institutional assets will not want to miss this IN_PERSON luncheon where Consultants will advise and discuss ways to COMMUNICATE with stakeholders. REGISTER NOW

July 19, 2022 In-Person

“Board Communication, Interactions, and Best Practices – Part 2”

Allocators discuss challenges

John Pickett, SVP, Financial Advisor at CAPTRUST Financial Advisors
Tom Tull, Retired CIO at Employees Retirement System of Texas
Tom Gale, Former CIO at Meadows Foundation
TBA, To be announced

   More details to come

April 19, 2022 In-Person

“The Great Inflation Debate – Part2”

   Derrick Dagnan, Chief Investment Officer at Fort Worth Employees’ Retirement Fund
   Tim Bray, Senior Portfolio Manager at GuideStone Capital Management
   Alex Ruehle, Sr. Manager – Asset Management at American Airlines
   Helge Rokenes, Chief Investment Officer at HighGround Advisors

March 8, 2022 In-Person

“The Great Inflation Debate – Part1”

Derrick Dagnan, Chief Investment Officer, Fort Worth Employees’ Retirement Fund
Mark Freeman
, EVP, Chief Investment Officer, Socorro Asset Management
Gilbert Garcia, Managing Partner, Garcia Hamilton & Associates
Nathan Shetty, Head of Multi-Asset, Nuveen

Our new 2022 Advisory Board
sets the meeting topics and speakers

Please send us your suggestions to

By attending you voluntarily assume all risks related to exposure to COVID-19.
You should be vaccinated or wear a mask to protect yourself and others.

“2021 Contest Results”
Best performing asset class for 2021 and project the return

2021 result was Large Cap Equity at 28.7%

Winner: Alan Bergin

Submittals were: 45% EM, 30% SmlCap, 15% LgCap, and 10% other.


          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 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

DFW Institutional Investment FORUM

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