DFW Institutional Investment FORUM

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

June 20, 2023

“Texas Fixed Income Managers speak”

How the Fixed Income landscape has changed

Kurt Daum, Senior Portfolio Manager at Victory Income Investors
Chet Pai, Portfolio Manager and Managing Director at Barrow Hanley Global Investors
Thomas Urano, Co-Chief Investment Officer, Managing Partner at Sage Advisory Services
Matt Peden, Director, Investments at American Beacon Advisors

July 18, 2023

“Alternative Credit Opportunities”

A Review of different Alternatives

April 18, 2023

“Asset Allocators react to Inflation”

Have portfolio allocations changed due to Inflation trends?

Steve Orr, Chief Investment Officer at Texas Capital Bank
Tim Bray, Senior Portfolio Manager at GuideStone Capital Management
Helge Rokenes, Chief Investment Officer at HighGround Advisors
Alex Ruehle, Senior Manager, Asset Management at American Airlines

March 21, 2023

“The Great Inflation Debate – Roundtable”

Derrick Dagnan, Chief Investment Officer, Fort Worth Employees’ Retirement Fund
Mark Freeman
, EVP, Chief Investment Officer, Socorro Asset Management
Gilbert Garcia, Managing Partner, Garcia Hamilton & Associate 

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“2023 Annual US and Texas Economic Outlook”
January 13, 2023 at the Federal Reserve Bank Dallas

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

Our educational luncheons are designed for those who lead, advise, or invest institutional assets. We will discuss and evaluate different investment strategies and solutions – REGISTER NOW


          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 six regularly scheduled meetings in 2023 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.

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