Investment Conference graphic

Overview

This event took place on Wednesday, February 24, 2021. We’re pleased to share recordings of portions of this virtual event.

 

 

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

  • someone 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 charitable Catholic clients.

 

What will I learn?
You’ll gain perspective on the 2021 economic outlook. And, you’ll learn how CCF stewards more than $387 million in charitable assets on behalf of its many donors to meet the needs of our local community.

 

Who should I invite?
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.

Agenda

8:30 AM   Introduction and Foundation Update
8:50 AM   CCF Portfolio Update
9:15 AM   Breakout Sessions: Strategies to Grow and Plan Your Generosity or Defensive Equity with a Catholic Lens
9:50 AM   2021 Economic Landscape Jim Paulsen, The Leuthold Group
10:35 AM   Closing Remarks

Zoom Webinar

Breakout Sessions

We will have two concurrent 30-minute breakout sessions from which you can choose.

Strategies to Grow and Plan Your Generosity
A panel of professional advisors will highlight key financial planning strategies to help you grow and plan your generosity.

Gloria Myre, J.D., Director of Alumni Engagement and Student Life, University of St. Thomas School of Law
Lauren Barron, J.D., Faegre Drinker Biddle & Reath LLP
Nicole Flaherty Cropper, J.D., Fafinski Mark & Johnson, P.A. 

Defensive Equity with a Catholic Lens
Learn how one of CCF’s investment managers, Parametric, approaches defensive equity with a Catholic lens.

Alex Zweber, CFA, Managing Director of Investing Strategy, Parametric 

Keynote Speaker

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 appears on CNBC and Bloomberg Television programs.