New name in 2019:

DFW Institutional Investment Forum

Old Name: Dallas Chapter of the Society of Pension Professionals
Contact: John E. Thompson, Jr., President – 214-327-0068 

All meetings held at the The Park City Club unless otherwise noted
Park City Club is located at 5956 Sherry Lane, Suite 1700
(Northwest Highway & Toll road) From 11:30AM to 1:30PM

Payments made online include an online fee

2019 Scheduled Meetings:

  1/15/19 “The Compelling Case for Value”, Ryan Myers, Causeway Capital  (Revised Speaker and topic)
“2019 State of the Economy & Outlook” Dr. Mine Yucel, Federal Reserve Bank and Dr. Robert Dye, Comerica Bank
“ESG for Skeptics – Can ESG Factors Really Benefit Your Portfolio?”, Dan Nielsen, Great Lakes Advisors
“Real Estate Betas and the Implications for Asset Allocation”, Shannon Morton and David Moore, Northern Trust
  6/18/19 “Rate, Curve & Credit Outlook, and Opportunities in the Current Markets”, Tim Paulson, Lord Abbett
“Exploiting the Low Volatility Anomaly in Equity Markets” , Alex Pire, PM with Seeyond / Natixis

2018 Meetings:

  1/16/18  “Where is technology taking us?”, Greg Bohlin, Union Grove Venture Partners
  1/26/18 “2018 State of the Economy & Outlook” Dr. Mine Yucel, Federal Reserve Bank and Dr. Robert Dye, Comerica Bank
  2/13/18 Global Private Natural Resources” Sean Goodrich, Aether Investment Partners
 3/20/18 “The Hidden Cost of Indexing”, Wei Dai, PhD, Dimensional Fund Advisors
  4/17/18 “An Alternate Twist to Traditional Beta”, Sean Heron, Glenmede Investment Mgt
  6/19/18 “Risks and Opportunities in the Global Fixed Income market”, Bill Adams, CIO at MFS Investment Management
  7/17/18 “Fixed Income Market Update & Trends in Institutional ETF Usage”, Evan Teiger, BlackRock
 9/18/18 “Trends in Commercial and Industrial Real estate lending across the US” Derek Jenkin, Romspen Investment Company
10/16/18 Passive vs. Active Investing… 2 years later”, Scott Gates, CIO, Friess Associates
11/14/18 the 2018 Summit, 24th Annual National Pension & Institutional Investment Summit
12/18/18 “Investing in Volatile Markets”, Wes Crill, Dimensional Fund Advisors

2017 Meetings:

  1/17/17 “Transition Management today” David P. Choate, SVP, Capital Institutional Services (CAPIS)
  1/27/17 “2017 State of the Economy & Outlook” Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  3/21/17 “Real Estate Update” Austin Kahn, CIO, Ethika Investments
  4/18/17 “Improving Portfolio Performance amidst Today’s Market and Issues”, Dory Wiley, Commerce Street Capital
  6/20/17 “Inflation: The Forgotten Investment Risk”, Michael Simon and Robert Holt, Holt Capital Partners, L.P.
  7/18/17 “Pension Management and Asset Allocation Outlook”, John O’Callaghan, Fidelity Investments
  9/19/17 “Evolution of Risk Management”, Josh Howard, Director of Investment Risk, RBC Global Asset Management
10/17/17 “Global & US Earnings Outlook: What to expect going forward”, Bill Ketterer and Kenneth Wallace, Smith Group
11/13-14 the 2017 Summit at the Marriott Las Colinas, 23rd Annual National Pension & Institutional Investment Summit
12/19/17 “ESG – Passing Fad or a Legitimate Investing Tool?”, Dan Nielsen, Great Lakes Advisors, LLC

2016 Meetings:

  1/19/16 “Portfolio Management: manager selection, due diligence, and transitions.”, Michael Paolucci, Mercer
  1/29/16 “2016 State of the Economy & Outlook” Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  3/15/16 “Illiquid Lunch?”, Linh Pham, BlackRock
  4/19/16 “US Late Cycle Indicators Rising…Is Inflation Next?”, Austin Litvak, Senior Analyst, Fidelity Investments
  6/21/16 “Benefitting from Opportunities in US Middle Market Senior Lending”, Shai Vichness, TIAA
  7/19/16 “The State of Venture Capital”, Peter Denious, Head of Global Venture Capital, Aberdeen Asset Management
  9/20/16 “Undiscovered Managers”, Sam Austin, FIS Group, Inc.
10/18/16 “Case for Active Management in a Transformational World”, Scott Gates, CIO, Friess Associates
10/31-11/1 the 2016 Summit at the Marriott Las Colinas, 22nd Annual National Pension & Institutional Investment Summit
12/20/16 “Trends in Analyzing Multi Asset Class Investing”, Josh Smith, Co-Founder and CEO, Solovis, LLC

2015 Meetings:

  1/09/15 “2015 State of the US Economy and Outlook”, Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  1/20/15 “Shale Revolution and the American industrial Renaissance” Libby Toudouze, President, Cushing Asset Management
  3/17/15 “Hidden Risks and Opportunities for Long-Term Investors” John Keshner, Managing Director, Multi-Manager Solutions Northern Trust
  4/21/15 “Emerging Markets” Tim Devlin, JP Morgan
  6/16/15 “Currency in international investing and how institutional investors are approaching it” Gary Klopfenstein, Berenberg Asset Management
  7/21/15 “Economic and Market Review: Time to Put This Bull Out to Pasture?” Bryan Sullivan & Francesca Smitherman, Regions Investment Mgt
  9/15/15 “Global Real Assets” Bernie McNamara, JP Morgan
10/20/15 “DC Perspectives” Paula Smith, Head of DC Investments at Voya
11/16-17 the 2015 Summit at the Marriott Las Colinas, 21st Annual National Pension & Institutional Investment Summit
12/15/15 “Liquidity and evolution of the Bond Market” David LaRusso, Dimensional Fund Advisors

2014 Meetings:

  1/17/14 “2014 State of the US Economy and Outlook”, Robert Dye and Mine Yucel  (Special Meeting at the Fed)
  1/21/14 “Regulatory and Legislative update for Retirement Plans” Drew Carrington, Franklin Tempelton
  3/18/14 “Is this another market bubble?” – Robert Almeida, MFS
  4/15/14 “Is the Run on Bank Loans Over, and Will We See a Repeat of 2008/2009?” John Bailey, AEGON USA
  6/17/14 “Time for Venture Capital?” – Greg Bohlen, Morgan Creek Capital
  7/15/14 “The trend toward physician owned hospitals and what that means to the investment community”, Todd Furniss, glendonTodd Capital LLC
  9/16/14 “Strategic Beta” – Ellen Blix and Linh Pham, BlackRock
10/21/14 “Approach to Alternative Investments” – Kevin Lion, Aberdeen
11/10-11 the 2014 Summit at the Dallas Marriott Las Colinas, 20th Annual National Pension & Institutional Investment Summit
12/16/14 “Impact of increasingly complex portfolios on institutional investors”, Steve Benjamin, Pyramis Global

2013 Meetings:

  9/17/13 “Federal Reserve Monetary Policy and the implications for the Fixed Income Markets”, Terry Moore, T. Rowe Fixed Income Specialist
10/15/13 “Market Outlook” Tom Fahey, Loomis Sayles
11/18-19 the 2013 Summit at the Dallas Marriott Las Colinas, 19th Annual National Pension & Institutional Investment Summit
12/17/13 “Risk Management Today” Has the recent de-risking trend actually hurt pension plans’ chances of meeting their obligations?, Joe Lawrence, AllianceBernstein