Helping Catholics Make

a Lasting Difference.

Recording

Our 3rd annual Investment Forum took place on March 3, 2022. Our keynote speaker was Rupal Bhansali, Chief Investment Officer & Portfolio Manager, International & Global Equities at Ariel Investments. She presented her contrarian investing views in a talk titled “Winning by Not Losing: A Provocative View of Global Markets.”

 

Rod Hennek and Michael Butkus of Atlanta Consulting Group shared the an update on the Catholic Foundation portfolio and discussed socially responsible investing.

Speakers

 

Keynote Speaker

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, Partner and Consultant, both of Atlanta Consulting Group, will share about the Catholic Foundation’s portfolio and how the assets under management are stewarded to meet the needs of the community.

 

Learn more about our speakers here.

 

 

Sponsors

We are grateful to our sponsors who made this event possible.