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Speakers - FIN Forum 2026

Our speaker lineup is still growing. As additional speakers are confirmed and their bios become available, they'll be added here. Check back often for updates.

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SVP & CIO Of Wealth, Alternative
& Multi-Asset Portfolios, Westwood

Adrian Helfert

  • LinkedIn
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Senior Vice President, Callan

Ric Ford

  • LinkedIn
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President & CIO, Metis Global Partners

Machel Allen

  • LinkedIn
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CIO, Paradigm Institutional Investors

Ryan Bailey

  • LinkedIn
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Senior Consultant, Verus

Samantha Grant

  • LinkedIn
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Director of Public Market Research, U.S. Bancorp Asset Management

Floyd Simpson III

  • LinkedIn
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Executive Director, GCM Grosvenor

Charles Pippen

  • LinkedIn
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Managing Director, StepStone Group

Bhavika Vyas Vincent

  • LinkedIn
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Director, TIFF Investment Management

Tom Duffy

  • LinkedIn
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Vice President, Bivium Capital

Tung Ming

  • LinkedIn
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Managing Director, Teacher Retirement System of Texas

Kirk Sims

  • LinkedIn
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Senior Vice President, Wilshire

Craig Morton

  • LinkedIn
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Senior Vice President, Leading Edge Investment Advisors

Carlos Chujoy

  • LinkedIn
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Senior Portfolio Manager, Maryland State Retirement & Pension System

Larry Katsafanas

  • LinkedIn
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Managing Partner, The Watchman Group

Matt Fitzsimmons

  • LinkedIn
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Director of Investments, True North Advisors

Jamil McNeal

  • LinkedIn
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President & CIO, PMV Capital

Daniel Snover

  • LinkedIn
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Managing Principal, Meketa Investment Group

Leandro Festino

  • LinkedIn
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Founder & CEO, Tacora Capital

Keri Findley

  • LinkedIn
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Chair, Finance & Investment Committee, University of Waterloo

Michael Ashmore

  • LinkedIn
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Director of Client Relations, Evolutionary Tree Capital

Andrew Taylor

  • LinkedIn
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Senior VP, Profile Advisors

Rachel Goun

  • LinkedIn
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Senior VP, Wilshire

Scott Glickman

  • LinkedIn
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Associate Investment Manager, CalPERS

Miguel Silva

  • LinkedIn
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Managing Investment Officer II, Illinois Municipal Retirement Fund

Rosa Perez

  • LinkedIn
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Director, Xponance

Cesar Gonzales

  • LinkedIn
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Co-Founder & CIO, Ivy Invest

Wendy Li

  • LinkedIn
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CEO, Dallas Jewish Community Foundation

Megan Hyman

  • LinkedIn
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Managing Director, EnTrust Global

George Fikaris

  • LinkedIn
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Managing Partner, Investments, Ranchland Capital Partners

Sean Puckett

  • LinkedIn
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Executive Vice President, CBIZ Investment Advisory Services

Robert Longfield

  • LinkedIn
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Co-Founder & Principal, Global Female Investors

Vanessa Yuan

  • LinkedIn
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Executive Director, NCPERS

Hank Kim

  • LinkedIn
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President, DFW Institutional Investment Forum

John Thompson

  • LinkedIn
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Managing Principal & Portfolio Manager, Saguaro Capital Management

James Falbe

  • LinkedIn
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CTO, Xponance

David Andrade

  • LinkedIn
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Senior Account Executive, CENTRL

Dan Sullivan

  • LinkedIn
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Director, Capricorn Investment Group

Kunle Apampa

  • LinkedIn
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Head of Institutional Investor Solutions, Maples Group

James Perry

  • LinkedIn
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Director, Institutional Sales & Marketing, Channing Capital Management

Richard Turnley III

  • LinkedIn
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CEO, The Podcast Consultants

Karl Hughes

  • LinkedIn
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EVP, Media Relations, Lowe Group

Greg Joslyn

  • LinkedIn
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Director of Credit Research & Portfolio Manager, Garcia Hamilton & Associates

Justo Gonzalez

  • LinkedIn
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V.P., Traditional Manager Research Group, Wilshire

Will Beck

  • LinkedIn
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Investment Committee, The Poetry Foundation

Beata Kirr

  • LinkedIn
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Founder & President, Leita Advisory

Anna Dunn Tabke

  • LinkedIn
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Partner, NEPC

Rick Ciccione

  • LinkedIn
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Investment Officer, Dallas Employees' Retirement Fund

Josh Berman

  • LinkedIn
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CIO, Dallas Police & Fire Pension System

Ryan Wagner

  • LinkedIn
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Manager Pensions, DC and OPEB, Dallas Area Rapid Transit

David Pulford

  • LinkedIn

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