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 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

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

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 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