DFW Institutional Investment FORUM
Luncheon meetings at the Park City Club
11:30 AM to 1:00 PM at 5956 Sherry Lane on the 17th Floor
We started in 2000, and now Celebrate 27 years in 2026!
Become a 2026 Member NOW and Save
Enjoy lunch with us while learning something new and networking with peers.
The Advisory Board plans the topics, speakers, and dates for our six regular meetings.
March 17 2026 – “ToBeAnnounced”
Macro Outlook on Markets Today
“Texas Stock Exchange (TXSE)”
April 21, 2026
Details to Follow
June 16 2026 – “ToBeAnnounced”
Niche Natural Resources Investing
July 21 2026 – “ToBeAnnounced”
AI – Practical Uses for Allocators
September 15, 2026
“Geopolitics, Elections, and Markets: What Should Investors Expect Next?”
Frank Kelly, Founder & Managing Partner, Fulcrum Macro Advisors LLC and Senior Political Strategist for DWS
October 20 2026 – “ToBeAnnounced”
Navigating to Total Portfolio Approach
12/18/25 “A Fireside Chat with Mark Cuban”
Location: The Federal Reserve Bank of Dallas
2200 N. Pearl St. Dallas, TX 75201
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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. We will celebrate 27 years in 2026. 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. We are planning for six regularly scheduled meetings in 2026 to 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 and an Allocator Only meeting. Visitors are welcome, just register for the meeting to ensure you have a seat at the table.
Education and networking are a priority for us.
For questions please contact John Thompson at 214-577-0095
5555 Windhaven Pkwy. Suite 4125 Plano, TX 75024
“2026 Annual US and Texas Economic Outlook”
January 9, 2026 at the Federal Reserve Bank Dallas
Pia Orrenius – Sr. Economist, Federal Reserve Bank of Dallas
Bill Adams – Chief Economist, Comerica Bank
