Knights of Columbus Asset Advisors hosted its 7th Annual Catholic Investor Symposium on July 10 and 11. Clients, consultants and friends gathered in New Haven, Conn., for investment updates, educational roundtable discussions, and time to engage and socialize. The symposium concluded with a walking tour of the Blessed McGivney Pilgrimage Center.
1.?KoCAA President & CIO Anthony Minopoli greets Dr. John Grabowski, staff theologian. Together they participated in a panel discussion with KoCAA Head of Equities David Hanna (not pictured), covering Catholic investment guidelines and implementation.?
2. Executive Director of the Diocesan Fiscal Management Conference John Matthew Knowles delivers opening remarks on July 10.
3. Guests listen to presentations during day one of the KoCAA Catholic Investor Symposium at the Omni Hotel in New Haven, Conn.
4. Managing Director and Chief Economist for SMBC Nikko Securities America, Inc. Securities America Joseph A. LaVorgna shares a market update.
5. National Director of Lincoln Financial Group Maggie Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR moderates a group discussion about the 403b market.?
6. Director of Investment Solutions at FaithInvest Mathew Jensen, CFA Jensen leads a Catholic Investors Roundtable discussion.?
7. KoCAA Director of Institutional Business Development and Consultant Relations Paul McMahon confers with KoCAA Vice President and Portfolio Manager James W. Gaul, CFA.?
8. The view from Amarante's Sea Cliff, where conference participants attended a clambake.
