Speakers

Jon Bean

Board President at Compass Catholic Ministries

Jon and his wife Evelyn co-founded Compass Catholic Ministries in 2010 and serve the ministry as volunteers. They have been teaching biblical financial principles for the past 32 years. They live in Winter Springs, FL and have attended St. Stephen Catholic Community since 1986. Jon ...
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Fred Berretta

Head Of Global Sales at Cachematrix

Fred Berretta has an extensive career in the investment and financial services industry spanning thirty years. He began in institutional trust and securities operations and helped launch the mutual funds division of NationsBank in the early 90s. He went on to hold several leadership roles ...
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Walter Coughlin

Executive Vice President at Coughlin and Company

Walt Coughlin, Executive Vice President, joined Coughlin & Company in 1990 after working for nearly four years in the Investment Banking Group of Salomon Brothers, Inc. in New York and Los Angeles. Mr. Coughlin’s two primary areas of expertise are financing for Catholic entities and ...
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James Gibbons

Vice President at Flexshares

James joined the ETF Group as a Business Development Executive with FlexShares Sales and Servicing team in September 2011. He is responsible for the developments of the relationships for the Mountain States and Texas region. Prior to joining Northern Trust, James worked at JPMorgan Asset ...
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James Gibbons

Speaker at FlexShares


Mark Henry

President at Stewardship Planned Giving

Mark Henry is an Attorney and CPA and has providing philanthropic planning services to the Catholic community for over 20 years. He has served in senior staff positions for Catholic charitable organizations and currently is the President of the East Texas Catholic Foundation. He is ...
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Mark Henry

Speaker at East Texas Catholic Foundation


Nathan Hoelscher

Director of Research at IWP Capital, LLC

Nathan Hoelscher currently serves as Director of Research for IWP Capital LLC where he engages with institutional asset managers to help them integrate responsible investing into their portfolios. Throughout his four years of experience in the industry, Nathan has gained extensive knowledge on a host ...
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Brian Kallback

Assistant Professor of Finance at Loras College

Brian J. Kallback, M.A. M.S. CFP® CLU® QPA CTFA serves as the Program Director for Loras’ CFP Board Registered Minor in Financial Planning & Wealth Management. He teaches the CFP® coursework, personal finance, finance, and general education courses within the Francis J. Noonan School of ...
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Kris Kelleher

Managing Director at Wilshire Associates


Matt Kramer

President & CEO at The Catholic Foundation

Experience: Prior to joining the Foundation, Kramer headed Kramer Global Advisory, LLC. He gained 28 years of international business and leadership experience at Dallas-based Commercial Metals Company (CMC). Aside from divisional P&L responsibilities, he led strategy and policy process innovation teams that contributed greatly to ...
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Evan Lange

President, Midwest Region at The Signatry

Evan Lange serves as the President of the Midwest Region for The Signatry, a global Christian foundation. As President, his primary role is to assist attorneys, advisors, and business owners in developing strategies and solutions to minimize their tax liability and maximize their charitable giving, ...
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Gregory Mattison, FIC

BEAM Mentor at Granbury ISD

Greg spent 35 years in the corporate world starting and leading a $60 - $90M division of a $600M corporation. He has had to meet payroll and do budgeting. Greg has sat on serval Board of Directors. He entered into the Modern Woodmen Fraternal Financial ...
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Thomas McKenna

President at Catholic Action for Faith and Family

Thomas McKenna has been involved in Catholic evangelization his entire life. He is the Founder and President of Catholic Action for Faith and Family and St. Gianna Physicians Guild. He also serves as the Executive Director of the Confraternity of Catholic Clergy. The apparitions of ...
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Shaun Morgan

Portfolio Consultant at Eventide

Shaun Morgan serves as the Investment Marketing Specialist for Eventide where he strategizes the positioning of investment products within Eventide’s mission of “Investing that makes the world rejoice®”. He has many years of experience within the asset management industry representing products from many different asset ...
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Craig Morton

Vice President at Wilshire Consulting

Craig Morton is a Vice President with Wilshire Associates and a member of Wilshire Consulting. He provides consulting services to corporate and public pension funds, endowments, foundations, healthcare organizations, and defined contribution plans. He is also a member of Wilshire Consulting's Diverse-Owned Manager Asset Class ...
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John Mueller

VP Marketing and Sales at Dana Investment Advisors


Dan Mulvey

Portfolio Manager at Trinity Fiduciary Partners, LLC

Dan is a fixed income portfolio manager and has over 25 years of experience in the asset management industry. He joined Trinity Fiduciary Partners, LLC in August 2016. Dan has served as a portfolio manager for Epiphany FFV Strategic Income Fund. He was a vice ...
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Jeff Patterson

Vice President at Wilshire Consulting


Thomas Payne

Managing Director at IWP Capital, LLC


Bill Quinn

Fort Worth Diocese

William F. Quinn is the retired Executive Chairman of American Beacon Advisors, a $60 billion asset management and mutual fund company he founded in 1986. The firm manages pension and cash assets for American Airlines and other clients. He served as Executive Chairman from 2009 ...
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Krystian Ruiz

Sr. Research Analyst at IWP Capital, LLC


Krystian Ruiz

Sr. Research Analyst at IWP Capital, LLC


Sam Saladino

Managing Director at IWP Capital

Mr. Saladino has over 20 years of investment management experience and is focused on socially responsible investing. He is a managing director of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Sam was a financial adviser with Ameriprise Financial Planning from 1995 to ...
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Daniel Schreck

Partner at Equinox Partners

Daniel Schreck is a partner at Equinox Partners, a New York based hedge fund. Previously, he was the founding Director of Young Adult Outreach for the Archdiocese of New York and an international marketing consultant for Sony Music. He graduated from Franciscan University cum laude ...
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Daniel Schreck

Speaker at Equinox Partners


Bill Serda

VP, Regional Director, Southern Region at Angel Oak Capital Advisors, LLC


Bill Serda

VP Regional Director, Southern at Angel Oak


Jeff Shafer

CEO at CommonGood Capital

Prior to co-founding CommonGood Capital, Jeff Shafer served as a Managing Partner and member of the Executive Team at TriLinc Global, a leading retail-focused impact investing fund sponsor. At TriLinc, Jeff leveraged his relationships, experience and knowledge to help Broker Dealers, Registered Investment Advisors and ...
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Chris Stark

General Agent at Knights of Columbus

Chris Stark is the General Agent of the Fort Worth Agency covering Fort Worth, Dallas, Wichita Falls, Waco, Denton and other surrounding areas. A 4th degree Knights of Columbus member, Chris has an interesting story! His talented & supportive wife, Kelly, and their beautiful children: ...
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Martha Strebinger

Senior Investment Strategist at Parametric Portfolio Associates

Ms. Strebinger is responsible for assisting in the continued evolution of Parametric’s Responsible Investing and Custom Core strategies. Prior to joining Parametric in 2016, Martha worked at Truepoint Wealth Counsel in Cincinnati, Ohio as an Investment Specialist. Prior to Truepoint, she worked in Boston at ...
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Andrew Tice

Field Agent at Knights of Columbus


Renee Underwood, CFRE

Associate Director at Advancement Foundation Catholic Diocese of Fort Worth

Leads the development efforts that advance the mission of the Roman Catholic Diocese of Fort Worth through groundbreaking collaborations with diverse constituents, creating mutually beneficial outcomes. Revolutionizing stewardship and development strategies to increase financial resources for 91 parishes, 19 Catholic schools and vital ministries throughout ...
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Nav Veluswamy

Owner at NIA Software Solutions, LLC


David Wells

Senior Portfolio Strategist at Angel Oak Capital

David serves as the Managing Director for Angel Oak Capital. Since inception of the firm, David has had many responsibilities including portfolio management, trading, and most recently marketing. David has over 18 years of fixed income trading and portfolio management experience. Prior to Angel Oak, ...
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