Adam Rich, CFA
Deputy CIO & Portfolio Manager
Vaughan Nelson Investment Management
October 7-9 · Omni PGA Frisco
FIN Forum 2026 speakers
Allocators, CIOs and strategists shaping the conversation in Frisco.
More speakers will be announced in the coming weeks.
Confirmed speakers
Art Alfaro
Executive Director
Texas Association of Public Employee Retirement Systems
Artemiza Woodgate
CIO & Founding Partner
Integrated Quantitative Investments
Brian Arsenault
Chief Market Strategist & Partner
Disciplina Group
Brian Kwan, CFA, CAIA, MBA
Partner
Cerity Partners
Bryan Hedrick, CFA, CAIA
Director of Investments - Retirement Funds
Dallas/Fort Worth International Airport (DFW)
Charles Pippen
Executive Director, Private Equity
GCM Grosvenor
Chuck West
Vice President, Wealth Management, Financial Advisor, Senior Institutional Consultant
Graystone Consulting
Cian Desmond
Senior Vice President, Alternatives Research & Portfolio Management
Wilshire Advisors
Cole Buese
Vice President
StepStone Group
Dan Sullivan, CAIA®
Managing Director
Cross Bay Capital Partners
Dan Pogue
Director
Moelis Asset Management
Daniel J. Barker, CFA
Managing Partner, Founder & Chief Investment Officer
Apis Capital Advisors
Daniel Snover, CFA, ChFC
President & CIO
PMV Capital
Divyesh Shah, CFA
Senior Investment Officer
Dallas Police & Fire Pension System
Gabriel Rodriguez
CEO, Partner & Portfolio Manager
Empiric Institutional
Hoa Quach, CFA
Director, Public Markets
Wespath
Jamil McNeal, CFA, CAIA
Director of Investments – Credit and Private Markets
True North Advisors
Jim Casselberry
Chief Investment Officer
Health Forward Foundation
Jim Lacamp
Trustee, Chair of Investment Committee
Fort Worth Employees' Retirement Fund
John Tennaro ("JT")
Founder
JTF Advisory
Joe Passanante
Director - Investor Relations
Riverbend Energy Group
Kwesi Smith, CFA
Chief Executive Officer
Greenwood Project
Larry Katsafanas
Senior Portfolio Manager
Maryland State Retirement & Pension System
Leslie K. Lenzo, CFA
Founder
L-Squared Investment Solutions
Luis Solorzano Trejo
Investment Analyst
Dallas Police and Fire Pension System
Matt DenBleyker, CAIA
Chief Investment Officer
Quincy Wells Advisors, LLC
Matt Fitzsimmons
Managing Partner
The Watchman Group
Matthew Machucki
CAIA®
Five Eleven Partners
Melissa S. Partridge
Director of Community Investments
Loomis, Sayles & Company
Miguel Silva
Investment Manager & Head of Emerging Manager Strategy
California Public Employees' Retirement System (CalPERS)
Nadine Buckland
Founder & CEO
Zenzic Capital
Patrick Strollo, CFA
Director of Fixed Income Investments
Tolleson Wealth Management
Ralph Ward
CEO & Founding Partner
Ward Salient Capital
Randy Bullard
Head of Investment Management
Hightower Advisors
Ric Ford
Senior Vice President
Callan
Robert Holley
Executive Director
Baltimore City Fire and Police Employees' Retirement System
Ryan Bailey, CFA, FRM, CAIA, CMT
Partner & Chief Investment Officer
Paradigm
Sohel Hussain
Founder & Managing Partner
Integrated Capital Advisors
Steve Thieme, CFA, CAIA
Director of Public Markets
HighGround Advisors
Tommy Heitz
Senior Associate, Emerging Manager Program
Teacher Retirement System of Texas (TRS)
Vennie Lyons II
Managing Director & Head of Global Equity
Attucks Asset Management
Victoria D. Bills
Co-Founder & CEO
Allocraft AI
Wendy Li, CFA
Chief Investment Officer & Founder
Ivy Invest
Will DuPree
Senior Consultant
NEPC
William Emmett, CFA
Senior Vice President
Callan