Markets and Governance at the 2020 Summit

Challenges facing asset pools, pensions, foundations, endowments, family offices, etc.

2020 Summit Breakout Sessions

An interactive format allows participants to share insights from peer institutions

2020 Summit Featured Experts

Industry leaders share important perspectives on key investment issues

2020 Summit has an Efficient Format

A focused day, very economical, with strong topics and excellent speakers

DFW Institutional Investment Forum

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


          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