8/19/25 “Economic Outlook and Implications for Financial Markets and the Fed”
A Conversation with Rob Kaplan
Partner and Vice Chair, Goldman Sachs | President & CEO, Dallas Fed (2015-2021)
Professor of Management Practice and Sr Associate Dean at Harvard (2006-2015)
7/15/25“Private Market Secondaries: Turning Old Investments into New Opportunities”
Ryan Wagner, Chief Investment Officer at Dallas Police and Fire Pension Plan
Joe Silver, Managing Director at LSV Advisors
Ravi Ugale, Managing Director & IC Member at Star Mountain Capital
6/17/25 – Navigating policy uncertainty by diversifying into European companies,
“Make Europe Great Again?”
Markus Hansen, Portfolio Manager at Vontobel Quality Growth
Rand Wrighton, Jr., Senior Portfolio Manager at Barrow Hanley Global Investors
Henry To, Director Investment Public Markets at Texas Health Resources
4/15/25 “Contrasting Views on Investing in
Emerging Markets”
Sofiya Luzum, Partner-Investor Relations at Kopernik Global
David Heiny, Managing Director, Distribution at Artisan Partners
Matt Peden, CFA, Senior Director of Investments at True North Advisors
3/18/25 – “Part II – How AI is changing the investment process”
Tom Trentman, CFA, Senior Portfolio Manager at Sands Capital
Matthew Steele, Director, Applied AI Solutions at Sands Capital
Henry To, CFA, CAIA, FRM, Director, Public Markets at Texas Health Resources
“2025 Annual US and Texas Economic Outlook”
January 14, 2025 at the Federal Reserve Bank Dallas
Pia Orrenius – Sr. Economist, Federal Reserve Bank of Dallas
Bill Adams – Chief Economist, Comerica Bank
10/15/24 “Investing in Innovation: the Promise of Biotechnology”
Steve Thieme, Director of Public Markets at HighGround Advisors
Tai-Li Chang, Founder & CIO at Kalehua Capital
Joe LaBate, Managing Director & PM at Ranger Investment Management
9/17/24 “What’s the best plus in Core Plus?”
Jason Kelley, Treasury Manager at Toyota Financial Services
Mike Cudzil, Managing Director and PM, Multi-Sector Fixed Income at PIMCO
Peter Palfrey, Fixed Income Portfolio Manager at Loomis, Sayles & Company
7/16/24 “How Big Change and Geopolitical shifts Affect Investments and What to Do”
Derrick Dagnan, CIO at Fort Worth Employees’ Retirement Fund
Dee Smith, CEO & Principal at Strategic Insight Group
6/18/24 “Small vs. Large Cap Equity”
Stephen Haines, Vice President at Fund Evaluation Group
Conrad Doenges, CIO & Portfolio Manager at Ranger Investment Management
Robert Almeida, Global Investment Strategist & PM at MFS Investment Management
Brendan McAndrews, VP & Portfolio Manager at Dimensional Fund Advisors
4/16/24 “Emerging Markets, where are we now?”
A look at EM debt and equity to see where it fits in the portfolio.
Josh Snyder, Global Investment Strategist at GQG Partners
Dan Schmidt, Director, Investment Product Specialist at MFS Investment Mgt
Kris Katarski, Senior Vice President at Marquette Associates
3/19/24 “How AI’s Changing the Investment process”
Yin Luo, CFA, CPA, CGMA, Pstat, Vice Chairman at Wolfe Research
Gareth Shepherd, PhD, CFA, Co-Head Voya Machine Intelligence, Portfolio Mgr.
Henry To, CFA, CAIA, FRM, Director, Public Markets at Texas Health Resources
“2024 Annual US and Texas Economic Outlook”
Febuary 6, 2024 at the Federal Reserve Bank Dallas
Pia Orrenius – Sr. Economist, Federal Reserve of Dallas
Bill Adams – Chief Economist, Comerica Bank
7/18/23 “Alternative Credit Opportunities”
Avi Tolani, SVP, Team Lead, PM Enhanced Middle Market Credit at Voya
Chris Gudmastad, Vice President, Portfolio Manager at Loomis Sayles
Matt Underwood, Partner, Special Opportunities at Ares Management Corp.
Tom Gale, Former Chief Investment Officer (Retired) at Meadows Foundation
10/17/23 “Fossil Energy” Why Energy? Why Now?
Billy Bailey, Principal at BP Energy Partners
Ben Davis, Managing Partner at Energy Spectrum Capital
Terry Gottberg, President & CEO at Merit Energy
Ross Campbell, Managing Director at Barrow Hanley Global Investors
9/19/23 “Real Estate – What’s changed?”
Coleman Brown, Partner at Stonelake Capital
Mathew Kirschner, SVP, Portfolio Manager at Cohen & Steers
Catherine Minor, Senior Portfolio Manager at DWS
Chris Cunningham, Partner at The Townsend Group.
6/20/23 “Texas Fixed Income Managers speak”
Kurt Daum, Senior Portfolio Manager at Victory Income Investors
Chet Pai, Portfolio Manager and Managing Director at Barrow Hanley Global
Thomas Urano, Co-Chief Investment Officer, Managing Partner at Sage Advisory
Matt Peden, Director, Investments at American Beacon Advisors
9/20/22 “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
4/19/22 “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
July 15, 2025
“Private Market Secondaries: Turning Old Investments into New Opportunities”
Ryan Wagner, Chief Investment Officer at Dallas Police and Fire Pension Plan
Joe Silver, Managing Director at LSV Advisors
Ravi Ugale, Managing Director & IC Member at Star Mountain Capital
Dan Desmarais, Managing Director at Cambridge Associates
Join us for another great discussion
October 21, 2025
“Back to the Future with 130/30 Strategies?”
Tim Barrett, Chief Investment Officer at Texas Tech University
Seth Weingram, Ph.D., SVP, Director, Client Advisory at Acadian Asset Management
Derrick Dagnan, Chief Investment Officer at Fort Worth Employees’ Retirement Fund
Join us for another great discussion