Helping Catholics Make

a Lasting Difference.

2024 Investment Forum

 

Thursday, March 14

8-10:30 AM

8-8:30 AM Breakfast and networking

8:30-10:30 AM Speakers and Q&A

 

Dunwoody Country Club

1600 Dunwoody Club Drive

Atlanta, GA 30350

 

 

Reserve your seat to learn about the economic outlook for the year and how the Catholic Foundation stewards our funds to meet the needs of our community. We hope to see you there.

 

 

Speakers

 

Ronald Temple, CFA   Keynote Speaker

 

We are pleased to welcome back Ron Temple, Chief Market Strategist at Lazard, as our keynote speaker again this year. Ron will present a global market update.

 

Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firmwide basis and works closely with Lazard’s Geopolitical Advisory group to assess economic and market implications of key geopolitical issues globally. Ron also advises clients of Lazard’s Asset Management businesses regarding macroeconomic and market considerations that are important to achieving their objectives.

 

 

Michael Butkus   Featured Speaker

 

Michael will present “Optimizing a Portfolio For a Foundation of Faith.”

 

Michael Butkus is Partner and and Consultant at Atlanta Consulting Group. His responsibilities include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, manager due diligence and selection, and performance measurement and evaluation. Michael is a a parishioner of Cathedral of Christ in Atlanta.

 

 

Read the speakers’ full biographies here.

 

 

Sponsors

We’re grateful for our sponsors who help make this event possible. Sponsorship information is available here. Please contact Juliet Greco by phone or email for more details.

 

Bronze Sponsors

 

Media Sponsor

 

 

Previous Investment Forum Recordings

 

2024

2023

2022

2021

2020