November 4, 2020, 4:00 PM - 5:00 PM

The board of directors of the Catholic Foundation of Northwest Pennsylvania is hosting its first annual investors meeting.

This zoom meeting will share the Foundation's investment strategies and offerings as well as its approach to socially responsible investing.

Who is Invited?

This special meeting is designed for administrators of organizations which hold endowments with the Catholic Foundation, their finance councils, finance staff, board members and others with an interest in the Catholic Foundation and its investment strategies. Consider joining this event if you are a:

  • Pastor or parish administrator
  • Parish finance council member
  • Catholic school administrator or finance director
  • Cemetery Trustee or board member
  • Finance staff at a parish, school or ministry


Introduction of the Catholic Foundation board of directors and staff

Brief remarks from board officers and executive director

Introduction of the Catholic Foundation investment managers

Portfolio returns and projections

Questions and answers


Ruthanne Beighley, Catholic Foundation board Chair

Thomas Hoffman, II, Catholic Foundation board Vice-Chair

Karen Burton-Horstman, Catholic Foundation board Secretary/Treasurer

Lisa R. Louis, CFRE, Executive Director of the Catholic Foundation

James M. Kubaney, Senior Investment Advisor at PNC Bank

Donald B. Nicholson, CFA, Divisional Senior Vice President and Chief Investment Officer at Northwest Bank

If you have specific questions for the board or investment managers at this time, please submit them in advance when making your reservation.

To RSVP or for more information, please contact:

Michelle Basista

Development Officer

(814) 824-1192

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