Hyphen Network invites you to:
The 28th Annual
National Pension & Institutional Investor Summit
November 14-15, 2023
Join us in Dallas,
on November 14-15, 2023
for a day of knowledge & sharing
– Register today
A summit of trainings, sessions, keynotes in Dallas, Texas. Connect with members of Pension & Institutional Investor community to collaborate, share knowledge and network with leaders.
Sponsor the 28th Annual
National Pension & Institutional Investor Summit
– Sponsorship opportunities available
– Email firstname.lastname@example.org for details
The Annual National Pension & Institutional Investor Summit in Dallas has always been an event intended to grow and support the investor community. Now that mission has become more important than ever. In these uncertain times, it is imperative to come together and support the managers and investors that have made this summit what it is today.
2022 Speaker Faculty
Formerly Elizabeth Reich began her service as the City of Dallas’ Chief Financial Officer in September 2016. In this role, Elizabeth is accountable for the financial policy and operations of the nation’s 9th largest city, with an annual budget of over $3 billion. Elizabeth provides executive leadership for budget, procurement, communication & information services, risk management, equipment & fleet management, accounting, investments, and managing some Federal grant funds. In addition, Elizabeth was instrumental in brokering a pension compromise that saved the Dallas Police and Fire Pension after years of mismanagement, risky investments, and expansions of already generous features.
Dolmas holds a PhD in economics from the University of Rochester and a bachelor’s degree with honors in economics from the University of Chicago. Prior to joining the Dallas Fed in June 2000, he taught economics at the undergraduate and graduate level at Southern Methodist University. He has also taught at the University of Rochester and the University of Texas in Austin.
Dolmas developed and maintains the Dallas Fed’s Trimmed Mean PCE inflation rate. In addition to briefing the Bank’s president on national economic conditions, Dolmas writes monthly analyses of inflation data for the Bank’s website.
She was named one of Inc. magazine’s “17 Inspiring Women To Watch in 2017” and was named a Distinguished Author by the Securities and Exchange Commission in 2018. She has been a regular columnist for Institutional Investor and Market Watch.
A sought-after speaker, Meredith has presented research in Tokyo, London, Paris, Hong Kong, Cape Town, Johannesburg, Sydney, Geneva and more. She delivered a TEDx talk at TEDxUIUC in 2018 and testified before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion in June 2019. Meredith also is on the Board of Directors for Rock the Street, Wall Street, a non-profit that provides financial and investment literacy courses for high school girls and she provides mentoring for female entrepreneurs in Nashville through the Pathway Women’s Business Center.
She began her investing career at Van Hedge Fund Advisors International (VAN), as Director of Research. At VAN, Meredith was responsible for manager selection, due diligence, index construction and aggregate hedge fund industry research for the $500 million fund of funds.
Meredith was then recruited by hedge fund analytics provider PerTrac Financial Solutions. At PerTrac she focused on industry trends with an eye to providing actionable insights and information. Her research on emerging managers (initiated in 2006) and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave - both in the way investors allocate and how money managers market to and seek investors.
Meredith then went on to be Director at Barclays Capital Strategic Consulting Group. There she consulted for clients and authored white papers, including her first paper on women and minority-owned investing. She was recruited to Rothstein Kass, a professional services firm with a focus on alternative investments, from Barclays. There Meredith served as Director of the Rothstein Kass Institute, an Alternative Investment Think Tank and created the first Women in Alternative Investments Hedge Fund Index to measure performance of female hedge fund and private equity managers.
Meredith is a foodie and cultivates a love of charcoal and open flames in her cooking. She is also an avid figure skater and relies on an inexplicable addiction to decaffeinated coffee to survive early morning ice times.
Prior to coming to the System, Ryan received his Masters of Business Administration from Texas Christian University, where he also received a BBA. Previous work experience includes roles at Universal Forest Products, Alcon Laboratories and NLM Capital Partners.
His previous experience includes serving as a Portfolio Manager for the California Public Employees Retirement System (CalPERS), Carlson Capital, and Arvest Wealth Management.
He graduated with a Bachelors of Business Administration degree in Finance from the University of Texas at Arlington and earned a Masters of Business Administration degree in Finance from the University of Texas at Arlington.
He is a past president of the CFA Society of Sacramento, a volunteer with the university relations committee of the CFA Society of Dallas/Ft. Worth, and a past grader of the CFA exam for the CFA Institute. He is a member of the CFA Institute and CFA Society of Dallas/Ft. Worth. He is married and has three children.
Dagnan previously served as Deputy Chief Investment Officer of the Tennessee Consolidated Retirement System, where he oversaw a team managing a large state pension plan and several small endowment and defined contribution plans. Dagnan received his BS from Purdue University and his MBA in Finance and Strategy from the Owen Graduate School of Management at Vanderbilt University. He is a CFA Charterholder.
Ms. Handley graduated Summa Cum Laude from Texas A&M University in 1975 with a Bachelor of Science in Applied Mathematics. She began her career at Shell Oil in Houston and began working for the Shell Pension Trust in 1993, and directed the Equities portfolio at the time she left in 2001.
Ms. Handley launched the Investment Office for the Texas A&M Foundation in April 2001 when it had assets of about $400 million. She built the staff to a total of four and the assets grew from $400 million to approximately $1.5 billion at the time of her retirement at the end of 2016. Additionally, she migrated the portfolio from one consisting almost exclusively of public equities and bonds to a highly diversified ‘endowment-style’ portfolio.
Ms. Handley serves on the Board of Directors for UTIMCO. This investment management company has assets under management of over $45 billion. Its ‘flagship’ asset is the PUF (Permanent University Fund) which provides funding to both The University of Texas and Texas A&M University. She has previously served on the Investment Committee for the Society of Petroleum Engineers and the Venture Capital Advisory Board for Commonfund Capital.
The Employee Benefits Security Administration (EBSA) for the US Department of Labor is responsible for the administration and enforcement of the civil and criminal provisions of Title I of the Employee Retirement Income Security Act (ERISA) as well as related provisions of other Federal laws, such as Federal criminal statutes that apply to ERISA-covered plans. The agency accomplishes this mission by developing effective regulations; assisting and educating workers, plan sponsors, fiduciaries, and service providers; and vigorously enforcing the law. Supervisory Investigator James Stringham from EBSA’s Dallas Regional Office will discuss current EBSA pension-related enforcement initiatives for 2023, fiduciary responsibility with respect to ERISA-covered plan assets, and what to expect from a Department of Labor investigation.
articulating the firm’s views on economic outlook and capital markets, as well as
practical applications of Lord Abbett’s investment strategies.
Mr. Paulson joined Lord Abbett in 2014. His previous experince includes serving on
the mortgage trading desk at Goldman, Sachs, where he managed the firm’s
mortgage risk while developing close working relationships with Goldman’s largest
counterparties. He transitioned to a senior client services role in 2006. Throughout
his career, he has advised and worked closely with central banks and sovereign
wealth funds around the world, as well as the world’s largest money center banks,
pension funds and hedge funds. He has worked in the financial services industry
since 1998. Tim earned a BA in English from Haverford College and an MBA from Northwestern’s
Kellogg School of Business.
John graduated from Texas A&M University where in 1984 he received a BS in Petroleum Engineering. In 1997 he received his MBA from SMU.
John B. Kiser is founder and President, L2K Strategic Solutions, a management consulting company.
Previously he led SDL Citadel, LLC, a research company working to unlock the latent energy in post-industrial solid waste and convert it into commercial grade liquid fuels.
Mr. Kiser worked at the Lyle School of Engineering at SMU from 2006 – 2015. Starting as its Director of Strategic Planning, later becoming an Associate Dean, and finally serving as Executive Director of the Hart Center for Engineering Leadership.
Before SMU, John had a wide variety of engineering, marketing and management roles with oil and gas companies including Lyco Energy Corporation (Dallas), Mobil Oil Corporation (Baton Rouge, Dallas, Pittsburgh), and Exxon Company USA (Midland). His exposure to the oil industry began while in high school giving him nearly thirty years of work experience in the industry.
John currently serves on the Advisory Board of the Carr P. Collins Social Service Center for the Salvation Army, where he was its chairman from 2011-2015. He also serves on the Board of Trustees for St. Philip’s School and Community Center where he is leading a strategic planning effort. John previously served on the Town North YMCA Board of Management from 1997 - 2007, serving two years as its chair after having led three annual sustaining campaigns and a $4M capital campaign.