DFW Institutional Investment FORUM
Luncheon meetings at the Park City Club
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
We Celebrate 27 years in 2026!
2027 Membership will begin in mid-November
Enjoy lunch with us while learning something new and networking with peers.
The Advisory Board plans the topics, speakers, and dates for our six regular meetings.
Click here for our recent meetings
11/17/26 Special “Allocator ONLY FORUM”
Join us for an allocator ONLY roundtable discussion on asset allocation such as:
how often do you review asset allocation?
how often do you change?
what triggers a change?
what new asset types / changes are you considering
Bring your allocation story and questions to this open discussion
NOTE: Location – We will meet in the conference center at:
Presbyterian Mission Center
6100 Colwell Blvd. Irving, Texas 75039
Tuesday 11/17/26 from 11:30 AM to 1:00 PM
Only $5 for Non-Members
10/20/26 “Blockchain, Tokenization, Decentralized Finance”
Marcos Veremis, Partner at Accolade Partners
Anjan Vinod, Partner at ParaFi Capital
Cosmo Jiang, General Partner at Pantera Capital
Click to see what we’ve been doing
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 27 years in 2026. 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 2026 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 and an Allocator Only meeting. 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