Investment Conference graphic

Investment Conference

For anyone interested in giving and investing with a Catholic heart.

Wednesday, February 13, 2019
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 perspective on the 2019 economic outlook. And, you’ll learn how CCF stewards more than $350 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.

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.

 

David E. Erickson, CFA
Chief Investment Officer, Ascension Investment Management
With 28 years of investment industry experience, David oversees the administration, management, and coordination of all AIM investments, totaling approximately $40 billion. AIM is a leader in faith-consistent impact investing. 

 

Date

Wednesday, February 13, 2019

 

Agenda

7:15 AM – – – Networking Breakfast
8:00 AM – – – Introduction & Foundation Update
8:20 AM – – – CCF Portfolio Update
8:50 AM – – – 2019 Economic Landscape
Jim Paulsen, The Leuthold Group
9:40 AM – – – Investing for Impact
David E. Erickson, CFA, Ascension Investment Management
10:05 AM – – – Closing Remarks

 

Location

University of St. Thomas – St. Paul Campus
Woulfe Alumni Hall – Anderson Student Center, 3rd Floor
2115 Summit Ave, St. Paul, MN 55105
Map: https://campusmap.stthomas.edu 

 

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