DFW Institutional Investment FORUM

2025 Celebrates 26 Years

Join us in celebrating 26 years of educational meetings by becoming a member in 2025!

Collaboration at our meetings

An interactive format allows participants to share insights with peer institutions!

Featured Experts

Industry leaders share important perspectives on key investment issues!

Presentation and discussion format

A focused topic with excellent speakers or panel discussion provides great insight!

Luncheon meetings at the Park City Club

11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
We started in 2000, and now Celebrate 26 years in 2025!

June 17, 2025

Navigating policy uncertainty by diversifying into European companies – “Make Europe Great Again?”

Markus Hansen, Portfolio Manager at Vontobel Quality Growth
Rand Wrighton, Jr., Senior Portfolio Manager at Barrow Hanley Global Investors
Henry To, Director Investment Public Markets at Texas Health Resources

Join us as we discuss European markets.

4/15/25 “Contrasting Views on Investing in
Emerging Markets”

Sofiya Luzum, Partner-Investor Relations at Kopernik Global
David Heiny, Managing Director, Distribution at Artisan Partners
Matt Peden, CFA, Senior Director of Investments at True North Advisors

July 15, 2025

“TBA”

To be announced soon. Join us for another great discussion

September 16, 2025

“TBA”

To be announced soon. Join us for another great discussion

October 21, 2025

“TBA”

To be announced soon. Join us for another great discussion

Click here for our recent meetings

Click to see what we’ve been doing

“2025 Annual US and Texas Economic Outlook”
January 14, 2025 at the Federal Reserve Bank Dallas

Pia Orrenius – Sr. Economist, Federal Reserve Bank of Dallas
Bill Adams – Chief Economist, Comerica Bank

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 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