News Release

KoCAA Hosts Third Annual Catholic Investment Symposium

NEW HAVEN, Conn. – Knights of Columbus Asset Advisors, LLC (KoCAA), hosted its third annual Catholic Investment Symposium on July 21 and 22, 2020. 

The Symposium was held exclusively in a virtual format, bringing together some of the most highly regarded and recognized Catholic institutions, investment consultants, and academics in the US. The annual event is designed to provide attendees a sample of KoCAA’s thought leadership on timely Catholic investment and administrative topics. 

The two-day event opened with Introductory Remarks from KoCAA president and chief investment officer Tony Minopoli, who presented an overview of the firm’s recent success.  

Minopoli reported that the over $25 billion asset manager’s assets had grown through both client acquisition and the completion of the purchase of the former sub-advisor to the equity mutual funds so that publicly offered products now represent roughly $1.8 billion as of June 30, 2020. ”We surpassed our five-year track record in our Catholic Family of Mutual Funds in February,” Minopoli said. “So it really has been a year of firsts and of milestones for Knights of Columbus Asset Advisors.”

Since the hosting the previous Annual Symposium, KoCAA has marked many milestones, including the recent acquisition of the entire institutional business portfolio of Boston Advisors, the offering of a new charitable vehicle, Knights of Columbus Charitable Fund, the launch of a new Long/Short Equity Fund, a First of Its Kind Catholic All Cap U.S. Index Fund and the celebration of the firm’s fifth anniversary

Other speakers at the event included Thom Duffy, Vice President of Investment Strategy; Dr. John Grabowski, Moral Theologian; Dennis Gerber, President and CEO of Knights of Columbus Charitable Fund; and David Hanna, Senior Vice President of Boston Advisors. Topics included: Why Principled Investing and ESG Investing Matter Now More Than Ever for Catholic InvestorsValue Creation Utilizing Donor Advised FundsDeposit and Loan Programs, and Alternative Investing: Private Credit Strategies.

Institutional Investor Inquiries:

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

Media Inquiries:

Members of the Press:
Please contact the
Knights of Columbus News Bureau,
203-752-4264 or 203-430-2585

Have Investment Questions?

Please contact me for support and guidance.

Joseph Novak
Investment Associate
(203) 800-4868

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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