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2019 Annual Meeting

The Catholic Foundation of Southern Minnesota’s
ANNUAL MEETING

Ocober 8, 2019

We are pleased to announce that the Catholic Foundation of Southern Minnesota will be hosting an Annual Meeting aimed at sharing with individuals and organizations the benefits of investing with the CFSM.

Topics such as investment strategies and offerings, benefits of investing long-term, importance of socially responsible investing and the layers of accountability that investing with CFSM provides.

We invite:

We have designed this event for people who want to better understand Catholic investing. More specifically, this event is for you if you are a…

Anyone responsible for stewarding the gifts of others
Pastor
Parish Administrators

Parish Finance Council and
Pastoral Council Members
Catholic School Administrators/
Finance Directors
Cemetery Trustees/Cemetery
Board Members

What will I learn?

You’ll gain perspective on the 2020 economic outlook. You will also learn how CFSM invests more than $24 million dollars on behalf of its investors, to meet the needs of our local Catholic community.

Who should I bring?

Anyone with an interest in the financial health and growth of Catholic communities across Southern Minnesota will find this event informational.

RSVP

This is a FREE event
but an RSVP is required by contacting
Monica Herman:

(507) 858-1276
mherman@catholicfsmn.org
PO Box 30098
Winona, MN 55987

Registration Form

Presenters

Ed Clarke, Kiltearn Partners

Global Equity Manager -
Edinburgh, Scotland

Ed is the Director of Sales and Client Service and a Founding Partner of Kiltearn. He began his career in the investment management business in 1991 at SEI Investments before joining JP Morgan Investment Management (JPMIM) in 1996. At JPMIM, he was a Vice President overseeing the marketing of JP Morgan mutual funds to financial intermediaries. Prior to the formation of Kiltearn, Ed spent 10 years at Causeway Capital Management, as the Director of Sales. He was responsible for marketing Causeway’s investment management strategies to institutions, pension consultants, and large financial intermediaries. Ed graduated from The Pennsylvania State University with a Bachelor of Science degree in Finance.

Monica Herman

Executive Director of the CFSM

Mrs. Herman is the Executive Director for the Catholic Foundation of Southern Minnesota and has 18 years of non-profit, fundraising and grant writing experience. Mrs. Herman joined the CFSM in 2015 and prior to joining CFSM held fundraising duties for Catholic Hospitals, Catholic High Schools and well as the Diocese of Winona-Rochester. Mrs. Herman graduated from Viterbo University a B.S. in Business Administration and also an M.A. in Philanthropy and Development from Saint Mary’s University of Minnesota. Herman is a member of the Association of Fundraising Professionals and is currently working on her Certified Fundraising Executive (CFRE) Certification.

Bradford Stephan

VP-Consulting for Concord Advisory Group, CFA

Mr. Stephan is a Senior Consultant at The Concord Advisory Group, Ltd. and has 18 years’ experience in advising non-profit organizations on their investment programs. As a voting member of Concord’s Investment Strategy Group, Mr. Stephan is responsible for the development of Concord’s solutions for socially responsible investing and other non-profit clients, as well as contributing to the firm’s investment research and due diligence efforts. Mr. Stephan joined Concord in 2011. Prior to Concord, he held positions with Perella Weinberg Partners, PFM Advisors, and SEI Investments. He graduated from the University of Delaware with a B.S. in Business Administration and also earned an MBA in Finance from Villanova University. Mr. Stephan holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.