2023 Catholic Investor Symposium Agenda
Agenda
Thursday, March 23rd – Friday, March 24th
Thursday, March 23rd
11:30am Lunch available
12:00pm WELCOME
Tom Lanctot, Chief Executive Officer, CIS
Monsignor Kenneth Velo, Co-Chair, Big Shoulders Fund | Senior Executive for Catholic Collaboration, DePaul University
12:30pm KEYNOTE: NAVIGATING THE PRIVATE MARKETS
Drew Schardt, Head of Global Investment Strategy, Hamilton Lane
1:15pm Break
1:30pm Afternoon Sessions
1:30pm MANAGING LONG-TERM PORTFOLIOS IN A SHORT-TERM WORLD
Jack Brennan, Founding Chair, CIS | Chairman Emeritus, The Vanguard Group
Panelist 1: Adam Berger, Senior Managing Director, Multi-Asset Strategist, and Portfolio Manager, Wellington Management
Panelist 2: Fran Kinniry, Principal, Head of Vanguard Investment Advisory Research Center
Panelist 3: Katie Wyatt, Chief Investment Officer, Loyola University of Chicago
2:30pm PORTFOLIO DIVERSIFICATION STRATEGIES
Andrew Tubman, Managing Director & Director, Endowments and Foundations, Wellington Management
Panelist 1: Brendan Carroll, Senior Partner and Co-Founder, Victory Park Capital
Panelist 2: Tim Crawmer, CFA, Lead Manager of Global Multi Asset Fixed Strategies, Payden & Rygel
Panelist 3: Roberto Isch, Senior Managing Director, Portfolio Manager, Wellington Management
3:30pm Break
3:45pm GLOBAL EQUITIES
Scott Malpass, Founder and Chair, CIS | Retired Chief Investment Officer, University of Notre Dame | Board of Superintendence of the Institute for the Works of the Religious (Vatican Bank)
Panelist 1: Chris Begg, President/Chief Investment Officer/Co-Founder, East Coast Asset Management
Panelist 2: Freddie Lait, Managing Partner and Portfolio Manager, Latitude Investment Management
Panelist 3: Belinda Wong, Senior Managing Director, Equity Research Analyst, Wellington Management
4:45pm CLOSING REMARKS
Tom Lanctot, Chief Executive Officer, CIS
5:00pm Wellington Management Meet and Greet
Networking with Speakers / Break
5:30pm Reception
6:15pm Dinner and Conversation
7:00pm FIRESIDE CHAT
Jean-Baptiste de Franssu, President of the Institute for the Works of Religion | President of the Board of the Vatican Bank | Vice-Chairman of Groupe La Française S.A.
Scott Malpass, Founder and Chair, CIS | Retired Chief Investment Officer, University of Notre Dame | Board of Superintendence of the Institute for the Works of the Religious (Vatican Bank)
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Friday, March 24th
7:00am MORNING MASS
Monsignor Kenneth Velo, Co-Chair, Big Shoulders Fund | Senior Executive for Catholic Collaboration, DePaul University
7:30am Breakfast Available
8:00am ALIGNING CATHOLIC VALUES FOR INVESTMENT SUCCESS
Paul Schott Stevens, CIS Trustee | Retired CEO of the Investment Company Institute | Experienced Catholic Investment Fiduciary
Panelist 1: Sister Suzanne Brennan, CSC, Councilor of the Congregation of the Sisters of the Holy Cross
Panelist 2: Tom Skiba, Investment Committee Chair, Diocese of Fort Wayne South Bend |Partner Emeritus and Consultant, Haines, Isenbarger & Skiba LLC
9:00am Day One Recap– Paul Schott Stevens, CIS Trustee | Retired CEO of the Investment Company Institute | Experienced Catholic Investment Fiduciary
9:15am PRIVATE MARKET INVESTING
David Taiclet, General Partner and Managing Director, Lewis and Clark Partners | Experienced Catholic Investment Fiduciary
Panelist 1: Kelli Fontaine, Partner, Cendana Capital
Panelist 2: Steve King, Founding Partner, Prairie Capital | Executive Committee, Big Shoulders Fund | Board of Directors, Catholic Charities of Chicago
Panelist 3: Jackie Rantanen, Managing Director and Head of Product Solutions, Hamilton Lane
10:00am Break
10:15am ADVANCING MISSIONS THROUGH EFFECTIVE GOVERNANCE
Paulita Pike, CIS Trustee | Managing Partner, Chicago Office of Ropes & Gray | Trustee, University of Notre Dame
Panelist 1: Mary Burke, Partner, Lake Shore Food Advisors | Investment Committee Chair, National Catholic Reporter | Experienced Catholic Investment Fiduciary
Panelist 2: Dan Coyne, Retired Partner, Perkins Coie LLP | Board Member, Daughters of Charity International Project Services
Panelist 3: Paul Schott Stevens, CIS Trustee | Retired CEO of the Investment Company Institute | Experienced Catholic Investment Fiduciary
11:15am IMPACT AND PROFIT – MISCONCEPTIONS & OPPORTUNITIES
Tim Connors, Founder, PivotNorth Capital | Experienced Catholic Fiduciary | Ranked #23 on Forbes Midas Seed List
Panelist 1: Bernard Brenninkmeijer, Investment Portfolio Manager and Investment Committee Member, Anthos | Chairman, Porticus North America Foundation
Panelist 2: Dave Helgerson, Co-Head of Impact Investments, Hamilton Lane
Panelist 3: Kayoko Lyons, Director of Investments, Cabrini World – Missionary of the Sacred Heart of Jesus
12:15pm Closing remarks – Scott Malpass, Founder and Chair, CIS | Retired Chief Investment Officer, University of Notre Dame | Board of Superintendence of the Institute for the Works of the Religious (Vatican Bank)
Boxed Lunch Available