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
Agenda
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
Presenters
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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