DFW Institutional Investment FORUM
Register to join our In-Person luncheons at the Park City Club
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
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.
Our 2023 Advisory Board
sets the meeting topics and speakers
Please send us your suggestions to John@nsiip.org
We plan on six regular meetings for 2023 and an occasional special meeting such as our annual Federal Reserve economic outlook in January.
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
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 
Click here for our recent meetings
Click to see what we’ve been doing
“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 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. 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
The 2023 SUMMIT – November 14-15, 2023
Hosted by Hyphen Network since 2017
The 28th Annual National Pension & Institutional Investor Summit
- Speakers, Panel discussions, breakout sessions, and networking opportunities.
- Topics cover the important investment strategies and current markets.
- Full day of sessions with a closing reception at the end.