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 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.
6/16/26 “Niche Natural Resources Investing”
Kris Katarski, SVP, Consultant – Moderator
Evan Newton, Managing Director, Agriculture, Manulife
Mike Hammond, Global Head of Business Development, Gresham
7/21/26 “AI Best Practices for Allocators”
Peter Case, Director of Fixed Income and Performance Reporting at HighGround Advisors
Pat Reilly, SVP, Senior Director at FactSet Research Systems
Henry To, Director of Investments at Texas Health Resources
9/15/26 “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
Click here for our recent meetings
Click to see what we’ve been doing
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
