News Release


KoCAA 2019 Investment Symposium

Knights of Columbus Asset Advisors LLC (“KOCAA”) hosted its second Catholic Investment Symposium recently, bringing nearly 50 representatives from industry to academic, as well as investment consultants from across the country, to New Haven to discuss market trends and the future of Catholic investing. The annual event is designed to present an overview of the firm’s fixed income and equity review and outlook and to highlight its latest recent research on alternative investments strategies for uncertain markets.

The event presentations covered investing from a Catholic perspective, and focused on alternative investment strategies, fixed income and equity investing, asset allocation and the role of active and passive strategies.

Highlights included a keynote address from Dr. Mario Enzler, Finance Professor at Catholic University, former Swiss Banker and Tax Fiduciary as well as an open forum dialogue-session between participants and presenters, including experts from many of the nation’s leading investment consulting firms.

“It was gratifying to see so many industry leaders, Catholic colleges, foundations, and diocese come together,” said Tony Minopoli, chief investments officer of KoCAA. “The energy from the discussions was contagious and participants seemed to leave with valuable ideas that could be implemented in their organizations.” he added.

Additional presentations highlighted the firms’ latest focus on the charitable giving through donor-advised funds, retirement solutions for institutions and the results from the firm’s research on national deposit and loan programs.

To gain access to materials presented at the Symposium or learn more please contact Knights of Columbus Asset Advisors at KofCFunds@KofCAssetAdvisors.org.

With more than 34 decades of collective tenure of financial services experience, KoCAA’s team-based portfolio management environment focuses on risk awareness and management, while emphasizing a disciplined investment process, growing its portfolio to more than $24 billion as of the most recent quarter end. More information about KoCAA can be found here: www.kofcassetadvisors.org

Institutional Investor Inquiries:

Thom Duffy
VP, Investment Strategy
Knights of Columbus Headquarters
1 Columbus Plaza | New Haven, CT, 06510
203-752-4417

thomas.duffy@kofc.org |www.kofcassetadvisors.org

Press Inquiries:

Shari Smith
Communications Manager, Insurance & Investments
Knights of Columbus Headquarters
1 Columbus Plaza | New Haven, CT, 06510
203-800-4989

shari.smith@kofc.org | www.kofcassetadvisors.org

Further Information:

About Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For further information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. KoCAA, is a wholly-owned subsidiary of Knights of Columbus, the world’s largest Catholic fraternal service organization, with over $24 billion in assets under management. Please visit: KofCAssetAdvisors.org for additional information.

You should consider the investment objectives, risks and charges and expenses of the donor-advised funds carefully before investing. Nothing presented herein is intended to constitute investment advice and no investment decision should be made based on any information provided herein. Nothing presented herein should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy. No guarantee of investment performance is being provided and no inference to the contrary should be made.

Have Investment Questions?

Please contact me for support and guidance.

Joseph Novak
Investment Associate
(203) 800-4868 
joseph.novak@kofc.org

SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Knights of Columbus Funds. Check the background of SIDCO on BrokerCheck.

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