Virtual 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
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.
Future Roundtable Discussions
June 15, 2021 Credit
July 16, 2021 High Yield
September 21, 2021 TBA
October 19, 2021 TBA
TBA, Private Equity
December 14, 2021 Emerging Markets
The DFW Institutional Investment Forum was established in late 2000 as the Dallas Chapter of the Society of Pension Professionals and later renamed at the end of 2018. This is the professional 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 by keeping all our meetings in a virtual setting. This will probably last until mid-2021 or whenever it is deemed safe to meet in person again. We appreciate your continued support..
For questions please contact John Thompson at 214-327-0068
- Hoping for an in-person event, but might be Virtual
- Keynote Speakers, Panel discussions, Breakout sessions
- Topics include, current markets, Alts, ESG, CIO Roundtable, etc.