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
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.
We are back In-Person again
November 9-10 2021 Summit
December 14, 2021
By attending you voluntarily assume all risks related to exposure to COVID-19.
You should be vaccinated or wear a mask to protect yourself and others.
- This will be an in-person event at the Crown Plaza in downtown Dallas.
- Keynote Speakers, Panel discussions, Breakout sessions
- Topics include, current markets, Alts, ESG, CIO Roundtable, etc.
- Reception on the 9th, conference all day the 10th with closing reception.
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 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. We met virtually through August and are back in-person in September. 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