Investment Conference graphic

Overview

This event has passed. It took place on Wednesday, February 12, 2020.
7:15 AM – 10:15 AM
St. Peter’s Catholic Church, St. Peter’s Heritage Center, Mendota Heights (map)*
Breakfast Provided

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 2020 economic outlook. And, you’ll learn how CCF stewards more than $378 million charitable assets 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 headshot

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.

 

John Wuestling
Director, Greenspring Associates

Founded in 2000 to focus solely on venture capital investments, Greenspring Associates leverages the power of relationships to achieve better returns. Managing approximately $9.7 billion, Greenspring strategically partners with capital managers and entrepreneurs to drive innovation and shape tomorrow.

Agenda

7:15 AM – – – Networking Breakfast
8:00 AM – – – Introduction and Foundation Update
8:20 AM – – – CCF Portfolio Update
8:50 AM – – – 2020 Economic Landscape Jim Paulsen, The Leuthold Group
9:40 AM – – – Keynote Greenspring Associates
10:05 AM – – – Closing Remarks

Location

St. Peter’s Catholic Church
St. Peter’s Heritage Center
1405 Sibley Memorial Hwy
St. Paul, MN 55150 (map)

Parking and Entry

Turn off of Sibley Memorial Highway to enter St. Peter’s parking lot. Turn left to access lower parking lot. Enter main door, situated between the sanctuary and the parish offices. (Campus map.)

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.