DFW Institutional Investment FORUM
Luncheon meetings at the Park City Club
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
Celebrating 26 years in 2025! We began in 2000!
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Enjoy lunch with us while learning something new and networking with peers.
The Advisory Board plans the topics, speakers, and dates for our six regular meetings.
March 18, 2025
“Part II – How AI is changing the investment process”
This continues from our AI meeting last year. Join us for a great discussion
10/15/24 “Investing in Innovation: the Promise of Biotechnology”
Steve Thieme, Director of Public Markets at HighGround Advisors
Tai-Li Chang, Founder & CIO at Kalehua Capital
Joe LaBate, Managing Director & PM at Ranger Investment Management
9/17/24 “What’s the best plus in Core Plus?”
Jason Kelley, Treasury Manager at Toyota Financial Services
Mike Cudzil, Managing Director & Portfolio Manager Multi-Sector Fixed Income at PIMCO
Peter Palfrey, Fixed Income Portfolio Manager at Loomis, Sayles & Company
7/16/24 “How Big Change and Geopolitical shifts Affect Investments and What to Do”
Derrick Dagnan, CIO at Fort Worth Employees’ Retirement Fund
Dee Smith, CEO & Principal at Strategic Insight Group
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,he 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 26 years in 2025. 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. We are planning for six regularly scheduled meetings in 2025 to 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.
Education and networking are a priority for us.
For questions please contact John Thompson at 214-577-0095
5555 Windhaven Pkwy. Suite 4125 Plano, TX 75024
6/18/24 “Small vs. Large Cap Equity”
Stephen Haines, Vice President at Fund Evaluation Group
Conrad Doenges, CIO & Portfolio Manager at Ranger Investment Management
Robert Almeida, Global Investment Strategist & PM at MFS Investment Management
Brendan McAndrews, VP & Portfolio Manager at Dimensional Fund Advisors
4/16/24 “Emerging Markets, where are we now?”
Josh Snyder, Global Investment Strategist at GQG Partners
Dan Schmidt, Director, Investment Product Specialist at MFS Investment Mgt
Kris Katarski, Senior Vice President at Marquette Associates
