Speakers - FIN Forum 2025
In order of appearance. Select headshot for bio.
Many thanks to all speakers for lending your expertise!
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SVP & CIO Of Wealth, Alternative
& Multi-Asset Portfolios, Westwood
Adrian Helfert
Senior Vice President, Callan
Ric Ford
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President & CIO, Metis Global Partners
Machel Allen
CIO, Paradigm Institutional Investors
Ryan Bailey
Senior Consultant, Verus
Samantha Grant
Director of Public Market Research, U.S. Bancorp Asset Management
Floyd Simpson III
Executive Director, GCM Grosvenor
Charles Pippen
Managing Director, StepStone Group
Bhavika Vyas Vincent
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Director, TIFF Investment Management
Tom Duffy
Vice President, Bivium Capital
Tung Ming
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Managing Director, Teacher Retirement System of Texas
Kirk Sims
Senior Vice President, Wilshire
Craig Morton
Senior Vice President, Leading Edge Investment Advisors
Carlos Chujoy
Senior Portfolio Manager, Maryland State Retirement & Pension System
Larry Katsafanas
Managing Partner, The Watchman Group
Matt Fitzsimmons
Director of Investments, True North Advisors
Jamil McNeal
President & CIO, PMV Capital
Daniel Snover
Managing Principal, Meketa Investment Group
Leandro Festino
Founder & CEO, Tacora Capital
Keri Findley
Chair, Finance & Investment Committee, University of Waterloo
Michael Ashmore
Director of Client Relations, Evolutionary Tree Capital
Andrew Taylor
Senior VP, Profile Advisors
Rachel Goun
Senior VP, Wilshire
Scott Glickman
Associate Investment Manager, CalPERS
Miguel Silva
Managing Investment Officer II, Illinois Municipal Retirement Fund
Rosa Perez
Director, Xponance
Cesar Gonzales
Co-Founder & CIO, Ivy Invest
Wendy Li
CEO, Dallas Jewish Community Foundation
Megan Hyman
Managing Director, EnTrust Global
George Fikaris
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Managing Partner, Investments, Ranchland Capital Partners
Sean Puckett
Executive Vice President, CBIZ Investment Advisory Services
Robert Longfield
Co-Founder & Principal, Global Female Investors
Vanessa Yuan
Executive Director, NCPERS
Hank Kim
President, DFW Institutional Investment Forum
John Thompson
Managing Principal & Portfolio Manager, Saguaro Capital Management
James Falbe
CTO, Xponance
David Andrade
Senior Account Executive, CENTRL
Dan Sullivan
Director, Capricorn Investment Group
Kunle Apampa
Head of Institutional Investor Solutions, Maples Group
James Perry
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Director, Institutional Sales & Marketing, Channing Capital Management
Richard Turnley III
CEO, The Podcast Consultants
Karl Hughes
EVP, Media Relations, Lowe Group
Greg Joslyn
Director of Credit Research & Portfolio Manager, Garcia Hamilton & Associates
Justo Gonzalez
V.P., Traditional Manager Research Group, Wilshire
Will Beck
Investment Committee, The Poetry Foundation
Beata Kirr
Founder & President, Leita Advisory
Anna Dunn Tabke
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Partner, NEPC
Rick Ciccione
Investment Officer, Dallas Employees' Retirement Fund
Josh Berman
CIO, Dallas Police & Fire Pension System
Ryan Wagner
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Manager Pensions, DC and OPEB, Dallas Area Rapid Transit
David Pulford