21st Annual Investment Conference

Bringing together current and prospective partners to hear from nationally renowned investment experts and learn more about the Catholic Community Foundation (CCF) and its investment philosophy.

Please invite anyone who whould benefit from this FREE event.

What will the economic landscape look like in 2016? What opportunities exist in fixed income? How does CCF actively manage $276M in charitable assets? The CCF Annual Investment Conference will answer these questions with presentations from leading industry professionals Jim Paulsen and Mark Book.

Jim Paulsen, Chief Investment Strategist, Wells Capital Management

An investment management industry professional since 1983, Jim is nationally recognized for his views on the economy. He frequently appears on several CNBC and Bloomberg Television programs. BusinessWeek named him Top Economic Forecaster and BondWeek twice named him Interest Rate Forecaster of the Year. For 30 years, Jim has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective, which was named one of “101 Things Every Investor Should Know” by Money magazine.  

Mark Book, Vice President & Portfolio Manager, Sit Investments

Mark joined Sit Investment Associates in August 2000 as a Portfolio Manager and Fixed Income Analyst. He is responsible for taxable bond portfolio management and credit research. Prior to joining SIA, Mark spent three years with U.S. Bancorp Piper Jaffray where he was Vice President and Senior Corporate Bond Strategist. Prior to U.S. Bancorp Piper Jaffray, he worked as a fixed income portfolio manager at Norwest Investment Management for one year and Insight Investment Management for six years. He also traded fixed income securities at Reliastar Financial Corporation (now ING) for five years.

Agenda

7:15 a.m.          Networking Breakfast

8:00 a.m.          Introduction
                              Julie Gerend, CCF Investment Committee Chair

                          Foundation Update
                              Anne Cullen Miller, CCF President

                          Portfolio Update
                              Scott Freeman, LCG Associates, Inc

8:40 a.m.          2016 Economic Landscape
                              Jim Paulsen, Chief Investment Strategist
                              Wells Capital Management

9:15 a.m.          Opportunities in Fixed Income
                              Mark Book, Sit Investments

9:45 a.m.          Looking Ahead: CCF’s Investment Portfolios

10:25 a.m.        Closing Remarks

Registration Deadline

MONDAY, FEBRUARY 1, 2016