October 18, 2022 In-Person

“In Search of Diversification - the Tool Kit”

60/40 discussion Part 2

Steve Orr, Chief Investment Officer at Texas Capital Bank
Erin Schuhmacher, Managing Director, E&F Practice at Cambridge Associates
Amit Sinha, Head of Multi Asset Design at Voya

July 19, 2022 In-Person

“Communication with stakeholders – Part 2”

Allocators discuss challenges

John Pickett, SVP, Financial Advisor at CAPTRUST Financial Advisors
Tom Tull, Retired CIO at Employees Retirement System of Texas
Tom Gale, Former CIO at Meadows Foundation
Joe Wright, Former CIO at HighGround Advisors

June 21, 2022 In-Person

“Communication with Stakeholders – Part 1”

John Thompson, President at DFW Institutional Investment FORUM
Adam Strumpf, Consultant and Chief Compliance Officer at DeMarche
Alan Bergin, Consultant at Fund Evaluation Group
Kevin Vandolder, Consultant at AndCo Consulting

March 8, 2022 In-Person

“The Great Inflation Debate – Part1”

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 & Associates
Nathan Shetty, Head of Multi-Asset, Nuveen

September 20, 2022 In-Person

“The Evolution of the 60/40 Portfolio
and where it’s headed” 
Part 1

   Jim Hille, retired Chief Investment Officer at TCU
Matt Peden,
Director, Investments at American Beacon
Bryan Hedrick, Director of Pension Fund Investments at DFW Airport Pension
Laurie Dotter, Employee Retirement System of Texas investment Advisory

April 19, 2022 In-Person

“The Great Inflation Debate – Part2”

   Derrick Dagnan, Chief Investment Officer, Fort Worth Employees’ Retirement
   Tim Bray, Senior Portfolio Manager at GuideStone Capital Management
   Alex Ruehle, Sr. Manager – Asset Management at American Airlines
   Helge Rokenes, Chief Investment Officer at HighGround Advisors