DFW Institutional Investment FORUM
2024 Celebrates 25 Years
Join us in celebrating 25 years of educational meetings by registering for membersip in 2024!
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
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
2024 is our 25th year! We began in 2000!
Yin Luo, CFA, CPA, CGMA, Pstat, Vice Chairman at Wolfe Research
Gareth Shepherd, PhD, CFA, Co-Head Voya Machine Intelligence, Portfolio Manager
Henry To, CFA, CAIA, FRM, Director, Public Markets at Texas Health Resources
Click here for our recent meetings
Click to see what we’ve been doing
Febuary 6, 2024 at the Federal Reserve Bank Dallas
Pia Orrenius – Sr. Economist, Federal Reserve of Dallas
Bill Adams – Chief Economist, Comerica Bank
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 25 years in 2024. 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 we plan for six regularly scheduled meetings in 2024 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