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Investment Forum

March 14 @ 8:00 am - 10:30 am

Free

Learn about the economic outlook for the year and how the Catholic Foundation stewards our funds to meet the needs of our community. This event will be of particular interest to anyone intrigued by the 2024 market outlook or wanting to know more about Catholic values investing. All are welcome.

Ron Temple, Chief Market Strategist at Lazard, will be the keynote speaker and present a global market update. Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firmwide basis and works closely with Lazard’s Geopolitical Advisory group to assess economic and market implications of key geopolitical issues globally. Ron also advises clients of Lazard’s Asset Management businesses regarding macroeconomic and market considerations that are important to achieving their objectives.

Michael Butkus, featured speaker, will present “Optimizing a Portfolio For a Foundation of Faith.” Michael Butkus is Partner and and Consultant at Atlanta Consulting Group. His responsibilities include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, manager due diligence and selection, and performance measurement and evaluation. Michael is a a parishioner of Cathedral of Christ in Atlanta.

Schedule:
8-8:30 a.m. Breakfast and networking
8:30-10:30 a.m. Speakers and Q&A

This event is offered by The Catholic Foundation of North Georgia which helps Catholics make a lasting difference in the community. We attract, professionally manage, and invest gifts to support the current and long term financial needs of parishes, schools, charities, and other ministries.

AM 1160 The Quest is the media sponsor for this event.

Details

Date:
March 14
Time:
8:00 am - 10:30 am
Cost:
Free
Website:
https://cfnga.org/investment-forum/

Organizer

Catholic Foundation of North Georgia
Phone
404-497-9440
Email
info@cfnga.org
View Organizer Website

Venue

Dunwoody Country Club
1600 Dunwoody Club Dr
Atlanta, GA 30350 United States
+ Google Map
Phone
770-394-4492
View Venue Website