From: Maureen Cully, Director of Marketing, Catholic Foundation of North Georgia
The Catholic Foundation of North Georgia hosted the inaugural Investment Forum on Thursday, January 30 at Dunwoody Country Club.
Our expert speakers included:
- Kristina Hopper, Chief Global Market Strategist, Invesco: “2020 Outlook: Risks and Opportunities”
- Rod Hennek, Founding Partner, and Michael Butkus, Vice President, Atlanta Consulting Group: “Integration of Catholic Values in Today’s Investment Strategies”
Key Take-Aways
- Investors need to be prepared for greater change driven by monetary policy, geopolitics and innovation.
- Investors should ensure they are well-diversified internationally, especially to emerging markets, but should be selective in their international exposure given additional risks.
- Investors may need to increase their savings rate and their exposure to assets with growth potential in order to meet investment goals.
- The U.S. Conference of Catholic Bishops’ socially responsible investment guidelines explain how Catholics should approach investing.
- Socially responsible investing provides strong returns in both the short and long term – you can invest smart with a Catholic heart and still achieve your investment goals.
If you would like to view a video of speaker highlights, click here.
If you would like to view a slideshow to get a feel for what the forum was like, click here.
If you would like to download the handouts, click here or contact us for a bound hard copy.
If you have any questions, please contact Juliet Greco or Nancy Coveny at 404-497-9440.