Investment Conference

Presented by the Catholic Community Foundation of Minnesota

Thursday, February 15, 2018
7:15 AM – 10:15 AM
University of St. Thomas, St. Paul Campus
Breakfast provided

Who’s this event for?
We’ve designed this event for people who want to better understand the world of Catholic investing and philanthropy. More specifically, this event is for you if you’re…

  • a donor, who wishes to live your faith through philanthropy
  • a pastor, parish business administrator, or trustee responsible for stewarding the gifts of your parishioners
  • a professional advisor who wants to provide additional value to your philanthropic Catholic clients

What will I learn?
You’ll gain a better understanding of how the recently passed tax law and might affect the 2018 economic outlook. You’ll hear more about CCF’s entrance into impact investing. And, you’ll learn how CCF stewards more than $340 million charitable dollars on behalf of its many donors to meet the needs of our local community.

Who should I bring?
Please invite your friends, colleagues, fellow board or committee members, your parish trustee, or your pastor. Anyone with an interest in the health and growth of our Catholic faith and community will find this event intriguing. You can register guests or scroll down for easy-to-share social media and email buttons.

This is a free event. Space is limited. Register now.

Speakers

 

Jim Paulsen
Chief Investment Strategist, The Leuthold Group
An investment management professional since 1983, Jim is nationally recognized for his views on the economy and frequently appears on CNBC and Bloomberg Television programs.

 

Deidre Schmidt
President & CEO, CommonBond Communities
With a long history of leading and innovating in the affordable housing industry, Deidre heads CommonBond Communities, the Midwest’s largest nonprofit provider of affordable housing with services. As CommonBond develops and preserves property, it invites investors to align their dollars with the mission of CommonBond to achieve measurable financial and social returns. This is called impact investing.

Registration Is Now Full!

To be added to our waiting list, please email the following information to Wendy Waiwaiole at waiwaiolew@ccf-mn.org. If a seat becomes available, we will contact you.

  • First and Last Name
  • Email Address
  • Phone Number

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Date

Thursday, February 15, 2018

 

Agenda

7:15 AM – – – Networking Breakfast
8:00 AM – – – Introduction
Anne Cullen Miller, CCF President
8:20 AM – – – CCF Portfolio Update
Taylor Covey, LCG & Associates, Inc.
8:50 AM – – – 2018 Economic Landscape
Jim Paulsen, The Leuthold Group
9:40 AM – – – Investing for Impact
Deidre Schmidt, CommonBond Communities
10:05 AM – – – Closing Remarks

 

Location

University of St. Thomas – St. Paul Campus
Woulfe Alumni Hall – Anderson Student Center
2115 Summit Ave, St. Paul, MN 55105
Map: http://webapp.stthomas.edu/campusmaps 

 

Parking

To enter the Anderson Parking Facility, located on the southwest corner of Cretin and Grand Avenues, you will need to swipe your credit card. You will receive a parking voucher once you arrive at the event and check in. When you exit with the provided voucher, your credit card will not be charged. The parking voucher is valid for the Anderson Parking Facility only.

 

Inclement Weather Plan

In case of inclement weather, we will communicate with all attendees for whom we have email addresses regarding any event changes prior to 5:00 AM on the day of the event. We will also post an announcement on our website at the same time. If the weather seems threatening on the day of the event, please check your email or our website before you head out the door.

Catholic Community Foundation of Minnesota

Phone: 651–389–0300

Email: info@ccf-mn.org