September 10–12, 2025
2025 full agenda
Three days of editorial-driven panels, allocator-led discussions and curated networking at the Omni PGA Frisco Resort — the complete session list from last year's event.
Allocator sessions provide insights across the major asset classes through panels of peer allocators, consultants/OCIOs and managers. Manager sessions feature allocators and other industry experts offering guidance on reaching and serving institutions.
Wednesday, September 10
4:00 – 6:00 PM
Registration
Hotel Lobby
6:00 – 8:30 PM
The Swing — Golf Scramble
The Swing Course
7:30 – 9:30 PM
Welcome Reception
Ice House
Thursday, September 11
7:30 – 8:30 AM
Registration
Wadkins Lobby
8:00 – 8:40 AM
Networking Breakfast & Opening Remarks
Wadkins Lobby
8:40 – 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 – 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 – 10:40 AM
Refreshment Break
Wadkins Lobby
10:45 – 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 – 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 – 1:30 PM
Lunch & Networking
Wadkins Lobby
1:45 – 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 – 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 – 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 – 3:10 PM
Manager Session
Nonprofits
Wadkins Room
- Megan Hyman, CEO, Dallas Jewish Community Foundation
- Wendy Li, Co-Founder & CIO, Ivy Invest
3:15 – 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 – 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 – 4:20 PM
Refreshment Break
Wadkins Lobby
4:25 – 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 – 9:30 PM
FIN News 20th Year Celebration
Panther Creek Pavilion
Friday, September 12
8:00 – 8:40 AM
Networking Breakfast & Inaugural Address
Wadkins Lobby
8:45 – 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 – 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 – 10:35 AM
Refreshment Break
Wadkins Lobby
10:40 – 11:20 AM
Allocator Session
Active Fixed-Income
Sutton Room
- Justo Gonzalez, Director of Credit Research & Portfolio Manager, Garcia Hamilton & Associates
- Will Beck, Senior VP, Traditional Manager Research Group, Wilshire
10:40 – 11:20 AM
Manager Session
FIN Searches Update
Wadkins Room
11:25 AM – 12:05 PM
Allocator Session
Consultants / OCIOs
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