Panel session on AI in due diligence at FIN Forum

October 7–9, 2026

2026 Agenda

The full schedule of sessions, breakouts and networking for this year's conference at the Omni PGA Frisco Resort. A handful of panel lineups are still being finalized.

The agenda is organized into three session formats. During combined sessions, all attendees come together for keynotes and discussions relevant to the broader institutional investment community. During concurrent sessions, attendees choose between dedicated allocator sessions and manager sessions, so each audience can dive deeper into the topics most relevant to them.

All events take place on the premises of the Omni PGA Frisco Resort.

Combined sessions

Keynotes and discussions for all attendees.

Current Markets
AI In Due Diligence
Allocator Networking & Team Building
Allocators Unplugged

See all combined topics

Manager breakouts

For managers who want to understand how allocators buy.

RIAs
Inside A CIO's First Year
Institutional & Wealth Management
Emerging Managers

See all manager topics

Allocator breakouts

For allocators going deep by asset class.

Public Equity
Private Equity
Private Credit
Hedge Funds

See all allocator topics

Schedule of events

Every session, breakout and networking event, with speakers listed where the lineup is confirmed. Breakouts run at the same time, so each row shows whether it's an allocator or manager session.

All events take place on the premises of the Omni PGA Frisco Resort.

View the resort map to find your way around.

Wednesday, October 7

4:00 – 5:00 PM
Registration
Hotel Lobby
5:30 – 7:30 PM
The Swing — Golf Scramble
The Swing Course
A fun take on the old school conference golf event, The Swing offers attendees the opportunity to network in a fun, laid-back atmosphere on this unique 10-hole, par-3 short course that is welcoming to players of all skill levels.
Learn more about the course here.
6:30 – 9:30 PM
Welcome Reception
Ice House
Texas BBQ, open bar, golf hitting bays and lawn games — a laid-back kickoff with Lone Star hospitality under the Frisco sky.
Learn more about the Ice House.

Thursday, October 8

7:30 – 8:30 AM
Registration
Palmer Lobby
8:00 – 8:30 AM
Networking Breakfast & Opening Remarks
Palmer Lobby
8:30 – 9:15 AM
Combined session
Current Markets
Brian Arsenault · Disciplina GroupRic Ford · CallanWendy Li · Ivy Invest
Palmer Room
9:20 – 10:05 AM
Combined session
AI In Due Diligence
Artemiza Woodgate · Integrated Quantitative InvestmentsVennie Lyons · Attucks Asset ManagementVictoria Bills · Allocraft AI
Palmer Room
10:05 – 10:30 AM
Refreshment Break
Palmer Lobby
10:30 – 11:10 AM
Allocator breakout
Public Equity
Hoa Quach · WespathAdam Rich · Vaughan Nelson Investment ManagementLarry Katsafanas · Maryland State Retirement & Pension System
Sutton Room
10:30 – 11:10 AM
Manager breakout
Institutional & Wealth Management
Randy Bullard · Hightower AdvisorsBrian Kwan · Cerity Partners
Palmer Room
11:15 – 11:55 AM
Allocator breakout
Private Equity
Cole Buese · StepStone GroupDan Pogue · Moelis Asset ManagementCharles Pippen · GCM Grosvenor
Sutton Room
11:15 – 11:55 AM
Manager breakout
Emerging Managers
Miguel Silva · California Public Employees' Retirement System (CalPERS)Tommy Heitz · Teacher Retirement System of Texas (TRS)Chuck West · Graystone Consulting
Palmer Room
11:55 AM – 1:30 PM
Lunch & Networking
Palmer Lobby
1:30 – 2:10 PM
Allocator breakout
Private Credit
Nadine Buckland · Zenzic CapitalWill Dupree · NEPCPatrick Strollo · Tolleson Wealth Management
Sutton Room
1:30 – 2:10 PM
Manager breakout
Inside A CIO's First Year
Jim Casselberry · Health Forward Foundation
Palmer Room
2:15 – 2:55 PM
Allocator breakout
Hedge Funds
Steve Thieme · HighGround AdvisorsRalph Ward · Ward Salient CapitalRyan Bailey · ParadigmDaniel Barker · Apis Capital Advisors
Sutton Room
2:15 – 2:55 PM
Manager breakout
RIAs
Matt DenBleyker · Quincy Wells Advisors, LLCMatt Fitzsimmons · The Watchman GroupDaniel Snover · PMV Capital
Palmer Room
2:55 – 3:20 PM
Refreshment Break
Palmer Lobby
3:20 – 4:05 PM
Combined session
Fractional CIO
Sohel Hussain · Integrated Capital AdvisorsLeslie Lenzo · L-Squared Investment Solutions
Palmer Room
4:10 – 5:00 PM
Combined session
Talent Pipeline
Kwesi Smith · Greenwood ProjectMelissa S. Partridge · Loomis, Sayles & CompanyLuis Solorzano Trejo · Dallas Police and Fire Pension System
Palmer Room
6:30 – 9:30 PM
FIN Conference Reception
Panther Creek Pavilion
Dinner, passed hors d'oeuvres, open bar, cigar roller, whiskey tasting, live music and more in the beautiful Panther Creek Pavilion. With plenty of indoor and outdoor space, you can grab a seat inside, head out to the lawn table tops, or mingle however you like.

Friday, October 9

8:00 – 8:30 AM
Networking Breakfast & Opening Address
Palmer Lobby
8:30 – 9:15 AM
Combined session
Allocators Unplugged
Matthew Machucki · Five Eleven PartnersWilliam Emmett · CallanJohn Tennaro · JTF Advisory
Palmer Room
9:20 – 10:05 AM
Combined session
Allocator Networking & Team Building
Art Alfaro · Texas Association of Public Employee Retirement SystemsRobert Holley · Baltimore City Fire and Police Employees' Retirement System
Palmer Room
10:05 – 10:20 AM
Refreshment Break
Palmer Lobby
10:20 – 11:00 AM
Combined session
Trustees
Jim Lacamp · Fort Worth Employees' Retirement FundJamil McNeal · True North AdvisorsGabriel Rodriguez · Empiric Institutional
Palmer Room
11:00 – 11:15 AM
Refreshment Break/FIN Update
Palmer Lobby
11:15 AM – 12:00 PM
Combined session
Dallas Allocators
Bryan Hedrick · Dallas/Fort Worth International Airport (DFW)Divyesh Shah · Dallas Police & Fire Pension System
Palmer Room
12:00 PM
End of Event

Combined sessions

Current Markets

A discussion on current macro issues and how they impact portfolios.

AI In Due Diligence

How allocators and managers are applying AI to the manager selection process.

Allocator Networking & Team Building

How allocators can build their network with each other and the role managers can play.

Allocators Unplugged

A real conversation with allocators unafraid to say what the industry needs to hear.

Talent Pipeline

How to build, grow and support internship programs and platforms shaping the industry's next generation.

Dallas Allocators

Dallas-area institutional investors talk their portfolios and what's to come.

Fractional CIO

Learn about the new trend in accessing institutional-grade investment leadership.

Trustees

What board members and trustees expect from managers

Manager breakouts

For managers looking to understand how allocators buy.

RIAs
What wealth management firms are looking for
Inside A CIO's First Year
The roadmap for new investment heads
Institutional & Wealth Management
Understanding how institutional and wealth manager research are integrated.
Emerging Managers
Where opportunities exist

Allocator breakouts

For allocators going deep by asset class.

Public Equity
Where active matters
Private Equity
Where opportunities exist
Private Credit
Navigating the landscape
Hedge Funds
Finding alpha

Who's on the panels

Allocators, CIOs and strategists leading these sessions are listed on the speakers page.

Meet the speakers

*Speakers, topics and sessions are subject to change.