Panel session on AI in due diligence at FIN Forum

October 7–9, 2026

2026 Agenda(Tentative)

We're still finalizing our speaker lineup, but below is a preview of the topics and sessions planned for this year's conference at the Omni PGA Frisco Resort.

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.

  • Nonprofits
  • RIAs
  • Inside A CIO's First Year
  • Allocator M&A
See all manager topics

Allocator breakouts

For allocators going deep by asset class.

  • Public Equity
  • Private Equity
  • Private Credit
  • Real Estate / Real Assets
See all allocator topics

Schedule of events

Session topics and speakers are still being finalized, but the daily structure will mirror last year's event — here's how your time will be spent.

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 – 6:00 PM

    Registration

    Hotel Lobby

  • 6:00 – 8:00 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.

  • 7:30 – 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

    Wadkins Lobby

  • 8:00 – 8:40 AM

    Networking Breakfast & Opening Remarks

    Wadkins Lobby

  • 8:40 – 10:20 AM

    Combined Panel Sessions

    Wadkins Room

    Two sessions with all attendees together

  • 10:20 – 10:40 AM

    Refreshment Break

    Wadkins Lobby

  • 10:45 AM – 12:10 PM

    Concurrent Panel Sessions

    Sutton Room (allocator) & Wadkins Room (manager)

    Two rounds of allocator and manager breakouts

  • 12:10 – 1:30 PM

    Lunch & Networking

    Wadkins Lobby

  • 1:45 – 4:00 PM

    Concurrent Panel Sessions

    Sutton Room (allocator) & Wadkins Room (manager)

    Three rounds of allocator and manager breakouts

  • 4:00 – 4:20 PM

    Refreshment Break

    Wadkins Lobby

  • 4:25 – 5:10 PM

    Combined Panel Session

    Wadkins 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 – 8:40 AM

    Networking Breakfast & Opening Address

    Wadkins Lobby

  • 8:45 – 10:15 AM

    Combined Panel Sessions

    Wadkins Room

    Two sessions with all attendees together

  • 10:15 – 10:35 AM

    Refreshment Break

    Wadkins Lobby

  • 10:40 AM – 12:05 PM

    Concurrent Panel Sessions

    Sutton Room (allocator) & Wadkins Room (manager)

    Two rounds of allocator and manager breakouts

  • 12:05 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.

GP Stakes

How allocators and managers are addressing the GP stakes market.

Manager breakouts

For managers looking to understand how allocators buy.

  • Nonprofits

    Insights from nonprofit investors

  • RIAs

    What wealth management firms are looking for

  • Inside A CIO's First Year

    The roadmap for new investment heads

  • Allocator M&A

    The colliding worlds of institutional & wealth management platforms

  • 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

  • Real Estate / Real Assets

    The real diversifier

  • Alternatives / 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.