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Investment Conference

February 19, 2025 | 7:15 am - 10:30 am

In-Person or via Livestream
The Club at Golden Valley

Registration opens January 8, 2025!

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, finance council member, 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 2025 economic outlook. And you’ll learn how CCF stewards nearly $667 million of 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.

This is a free event.

Agenda

7:15 AM  Breakfast and Networking (in-person)

8:00 AM   Program

  • Foundation Update
  • CCF Portfolio Update
  • Catholic Corporate Engagement
  • 2025 Economic Landscape

10:15 AM   Closing Remarks

Keynote Speaker

Jim Paulsen
Retired Chief Investment Strategist
The Leuthold Group

A PhD-trained economist, Jim Paulsen spent 40 years as a Chief Investment Strategist serving Wells Fargo and The Leuthold Group. Jim is an avid and respected speaker on the economy and financial markets, having appeared on CNBC and Bloomberg Television. Currently, you’ll find Jim sharing his perspective and insights online on Substack.

Keynote Speaker

 

Jim Paulsen
Retired Chief Investment Strategist
The Leuthold Group

Now retired, Jim has been an investment management professional since 1983. He is nationally recognized for his views on the economy and appears on CNBC and Bloomberg Television programs.

Featured Speaker

Pia de Solenni, SThD
Senior Director of Corporate Engagement
IWP Capital

A moral theologian, ethicist, and cultural analyst, Pia applies her expertise at IWP Capital and was a principal founder of the Global Institute of Church Management. Her work has been published in America, The Washington Post, National Catholic Reporter, and more.

Featured Speaker

 

Pia de Solenni, SThD
Senior Director of Corporate Engagement
IWP Capital

Pia is Senior Director of Corporate Engagement at IWP Capital, a moral theologian, ethicist, and cultural analyst. She served as a principal founder of the Global Institute of Church Management and has been published in America, The Washington Post, National Catholic Reporter, and more.

Details

Date:
February 19, 2025
Time:
7:15 am - 10:30 am
Website:
test.zoom.com

Venue

The Club at Golden Valley
7001 Golden Valley Road
Golden Valley, MN 55427 United States
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