The Catholic Foundation Investment Forum has been moved to March 3, 2022. The speakers, location, and time all remain the same. We hope you will be able to join us!
Thursday, March 3, 2022, 7:30 – 10:30 AM
7:30-8:30 check in and breakfast
8:30-10:30 speakers and Q&A
Dunwoody Country Club (map)
This event is offered free of charge. It may be of particular interest to anyone intrigued by the state of the market, including professional advisors, stockholders, pastors, principals, finance council members, business managers, and other parishioners.
Rupal Bhansali – “Winning by Not Losing: A Provocative Look at Global Markets”
Rupal is the Chief Investment Officer of International & Global Equities at Ariel Investments. She is a 3-time “intrapreneur,” having founded multi-billion dollar international equities’ capabilities throughout her 30-year career, first at Oppenheimer Capital, then at Mackay Shields, and now at Ariel Investments, where she has led its global research team since 2011.
Rod Hennek and Michael Butkus – “Catholic Foundation Portfolio Update”
Rod Hennek, Founding Partner and Consultant, and Michael Butkus, Vice President and Consultant, both of Atlanta Consulting Group, will share the about Catholic Foundation’s portfolio and how the assets under management are stewarded to meet the needs of the community.
Registration is now open and will close on Thursday, February 24. Seating is limited.
We are grateful to our sponsors who make this event possible.