Conference Agenda

This three-day event brings allocators and managers together for editorial-driven panels, allocator-led discussions, and curated networking at the Omni PGA Frisco Resort. We're offering an exciting mix of manager and allocator focused sessions as well as combined sessions. Check out the full agenda* and register below.

*Agenda subject to change.

FIN Forum 2025

Omni PGA Frisco, 4341 PGA Parkway, Frisco, Texas, 75033

Allocator Sessions aim to provide insights into the opportunities across the major asset classes through panel discussions consisting of peer allocators, consultants/ocios and managers.

Manager Sessions will feature allocators and other industry experts providing insights and guidance on the various topics.

Wednesday, September 10

4:00 PM – 6:00 PM | Registration | Location: Hotel Lobby

6:00 PM – 8:30 PM | The Swing – Golf Scramble | Location: The Swing Course

7:30 PM – 9:30 PM | Welcome Reception | Location: Ice House

Thursday, September 11

7:30 AM – 8:30 AM | Registration | Wadkins Lobby

8:00 AM – 8:40 AM | Networking Breakfast & Opening Remarks | Wadkins Lobby

8:40 AM – 9:25 AM | Combined Session: State of the Capital Markets | Wadkins Room

Adrian Helfert, CIO, Multi-Asset Portfolios, Westwood Group

Ric Ford, Senior VP, Capital Markets Research Group, Callan

Moderator: Machel Allen, President & CIO, Metis Global Partners

9:30 AM – 10:20 AM | Combined Session: Asset Allocation & Due Diligence | Wadkins Room

Ryan Bailey, CIO, Paradigm Institutional Investors

Samantha Grant, Senior Consultant, Verus

Floyd Simpson III, Director of Public Market Research, U.S. Bancorp Asset Management

10:20 AM – 10:40 AM | Refreshment Break | Wadkins Lobby

10:45 AM – 11:25 AM | Allocator Session: Private Equity | Sutton Room

Charles Pippen, Executive Director, GCM Grosvenor

Bhavika Vyas, Managing Director, StepStone Group

Tom Duffy, Director, TIFF Investment Management

10:45 AM – 11:25 AM | Manager Session: Allocator Outreach | Wadkins Room

Tung Ming, Vice President, Bivium Capital Partners

Kirk Sims, Managing Director, Teacher Retirement System of Texas

Craig Morton, Senior VP, Wilshire

11:30 AM – 12:10 PM | Allocator Session: Active Equity | Sutton Room

Machel Allen, President & CIO, Metis Global Partners

Carlos Chujoy, Senior VP, Leading Edge Investment Advisors

Larry Katsafanas, Senior Portfolio Manager, Maryland State Retirement & Pension System

11:30 AM – 12:10 PM | Manager Session: RIAs | Wadkins Room

Matt Fitzsimmons, Managing Partner, The Watchman Group

Daniel Snover, President & CIO, PMV Capital

12:10 PM – 1:30 PM | Lunch & Networking | Wadkins Lobby

1:45 PM – 2:25 PM | Allocator Session: Private Credit | Sutton Room

Keri Findley, Founder & CEO, Tacora Capital

Leandro Festino, Managing Principal, Meketa Investment Group

Michael Ashmore, Chair, Finance & Investment Committee, University of Waterloo

1:45 PM – 2:25 PM | Manager Session: Marketing, PR & IR | Wadkins Room

Andrew Taylor, Director of Client Relations, Evolutionary Tree Capital

Rachel Goun, Senior VP, Profile Advisors

Scott Glickman, Senior VP, Wilshire

2:30 PM – 3:10 PM | Allocator Session: Emerging & Diverse Managers | Sutton Room

Miguel Silva, Associate Investment Manager, California Public Employees' Retirement System

Rosa Perez, Managing Investment Officer II, Illinois Municipal Retirement Fund

Cesar Gonzalez, Director, Manager Development, Xponance

2:30 PM – 3:10 PM | Manager Session: Nonprofits | Wadkins Room

Megan Hyman, CEO, Dallas Jewish Community Foundation
Wendy Li, Co-Founder & CIO, Ivy Invest

3:15 PM – 4:00 PM | Allocator Session: Real Assets | Sutton Room

George Fikaris, Managing Director, EnTrust Global
Sean Puckett, Managing Partner, Investments, Ranchland Capital Partners
Robert Longfield, EVP, CBIZ Investment Advisory Services

3:15 PM – 4:00 PM | Manager Session: Conferences & Associations | Wadkins Room

Vanessa Yuan, Co-Founder & Principal, Global Female Investors Network
Hank Kim, Executive Director, National Conference on Public Employee Retirement Systems
John Thompson, President, DFW Institutional Investment Forum

4:00 PM – 4:20 PM | Refreshment Break | Wadkins Lobby

4:25 PM – 5:10 PM | Combined Session: AI – Real Life Use Cases | Wadkins Room

James Falbe, Managing Principal & Portfolio Manager, Saguaro Capital Management
David Andrade, CTO, Xponance
Dan Sullivan, Senior Account Executive, CENTRL

6:30 PM – 9:30 PM | FIN News 20th Year Celebration | Panther Creek Pavilion

Friday, September 12

8:00 AM – 8:40 AM | Networking Breakfast & Inaugural Address | Wadkins Lobby

8:45 AM – 9:25 AM | Combined Session: Fees | Wadkins Room

Kunle Apampa, Director, Capricorn Investment Group
James Perry, Head of Institutional Investor Solutions, Maples Group

9:30 AM – 10:15 AM | Combined Session: Social Media, Podcasts & Press | Wadkins Room

Richard Turnley III, Director, Institutional Sales & Marketing, Channing Capital Management
Karl Hughes, CEO, The Podcast Consultant
Greg Joslyn, Executive VP, Media Relations, Lowe Group

10:15 AM – 10:35 AM | Refreshment Break | Wadkins Lobby

10:40 AM – 11:20 AM | Allocator Session: Active Fixed-Income | Sutton Room

Justo Gonzalez, Director of Credit Research & Portfolio Manager, Garcia Hamilton & Associates
Will Beck, Senior V.P., Traditional Manager Research Group, Wilshire

10:40 AM – 11:20 AM | Manager Session: FIN Searches Update | Wadkins Room

11:25 AM – 12:05 PM | Allocator Session: Consultants/OCIOs | Location: Sutton Room

Beata Kirr, Investment Committee, The Poetry Foundation
Anna Dunn Tabke, Founder & President, Leita Advisory
Rick Ciccione, Partner, NEPC

11:25 AM – 12:05 PM | Manager Session: Dallas Public Pensions | Wadkins Room

Josh Berman, Investment Officer, Dallas Employees Retirement Fund
Ryan Wagner, CIO, Dallas Police & Fire Pension System
David Pulford, Manager Pensions, DC and OPEB, Dallas Area Rapid Transit

12:05 PM | End of Event

Hotel Accommodations

Rooms are available at a special rate for attendees at the

Omni PGA Frisco Resort, click here to book.

Questions?

conferences@fin-news.com

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