Catholic Investors Forum

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Managing institutional funds today presents a unique set of challenges. There is a great deal to be gained by sharing experience and working more closely together to ensure that Catholic faith is reflected in investment decisions.

An informal gathering is being convened to explore the creation of a new Catholic Investors Forum. The aim is to establish a dedicated space where Catholic investors can come together as peers to share insights, discuss common hurdles, and learn from one another.

An initial online meeting is being organised for diocesan finance professionals and those responsible for investments within religious orders and congregations. This will be an opportunity to meet colleagues and hear something of their journeys so far.

Date: Thursday 5 March
Time: 3.00 pm – 4.30 pm
Location: Online (Zoom link provided upon registration)

Proposed Agenda

• Opening Prayer – MaryAnne Francalanza fcJ

• The Catholic Investors Forum – A brief introduction to what has brought this group together

• Group Discussions:

  • Introductions: What brings you here today?

  • Alignment: How do the teachings of the Church currently affect your investment choices?

  • Reflection: Are you satisfied with how your portfolios align with your faith?

  • Support: What specific help or resources would you value from a group like this?

• Next Steps – A proposal for a future in-person meeting

How to join: Please use this link to register for the event: https://forms.office.com/e/KNtfDzFQF2

Those interested in being part of the Forum but unable to attend this first meeting can also express their interest and stay updated by clicking HERE.

The convening group includes Sr MaryAnne Francalanza fcJ (Faithful Companions of Jesus), Fr Seamus O’Neill (St Patrick’s Missionary Society), Br Stephen Power SJ (Jesuits in Britain), and Bokani Tshidzu (Operation Noah).