DFW Institutional Investment FORUM

Listed below are our recommended sources to further your understanding of institutional investing.

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

December 15, 2022 In-Person

“Holiday Networking & Planning”

2023 Challenges

Join us for the last Forum luncheon of the year.  We have a two-fold purpose for this last meeting: detail our plans for the Forum in 2023 and to share some Holiday Cheer with one another.

Those who lead, advise, or invest institutional assets will not want to miss our IN_PERSON educational luncheons where we discuss and evaluate different investment strategies and solutions – REGISTER NOW

Here are our recent meetings

See what we have been doing

Here are our recent meetings

See what we have been doing

Our 2023 Advisory Board
sets the meeting topics and speakers
We plan for six regular meetings in 2023

Please send us your suggestions to John@nsiip.org


          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