Executive Panel Discussion - Fruitful Foundations: Invest in Good Faith

Join us for a powerful and informative Executive Panel Discussion on a highly relevant and compelling topic: Fruitful Foundations: Invest in Good Faith. Three panelists in the finance industry will talk about investing according to Catholic moral principles in today's conflicting world.

Nowadays, our generation faces ample opportunities to invest in and grow wealth. But how can we do so while remaining true to our Faith? Many investing choices and programs do not align with the Church on moral and social justice grounds. How can you discern what enables you to invest and build wealth in alignment with Catholic moral principles and personal conscience?

Limited spots are available for this event. Please RSVP for your spot today! Please note that this event is complimentary to members of Young Catholic Professionals and tickets are also available to those who aren't members of YCP for $15 per person. If you are a non-member, please complete your payment while registering for this event!

Please also help with our Donation Drive for the St. Thomas Becket Catholic community and their homeschool co-op -- items listed below.

Our panelists with experience in the business and finance spaces:

• Rob Riethman, Vice President of Investment Management and Business Development, Trinity Investment Management
• Michael Falvey, Portfolio Manager, Trinity Investment Management
• Stephanie Roderick, Senior Research Analyst, IWP Capital

In this event, our panelists, who are in the finance industry and at the forefront of Catholic principle-driven investing, will present unique perspectives that you can use in your own journey.

If you are interested in investing, are desiring to learn more for personal or career reasons, are seeking to be a conscientious investor, or are wanting to learn how you can promulgate the Faith in your investment choices, this panel is for you.

Don't miss out! Register today so that your spot is locked in before all seats are filled!

When: Tuesday, September 19, 2023, 7:00pm - 9:00pm

Where: City Club of Fort Worth, 301 Commerce St., Fort Worth, TX 76102 (Get Directions Here​)

Pricing: Event is complimentary to Belong Members of YCP, $15 ticket per person for non-members (Pay at registration)

Our Panelists

Michael Falvey is a Senior Associate at Trinity Investment Management, LLC where he manages the firm's illiquid alternative strategies. He is responsible for diligence, investment selection, portfolio construction, and the internal operations of the Trinity FFV® Alternative Income Fund, LP.

In 2020, Michael was the founding Portfolio Manager for the CFE™ Flexible Income Fund, LP. In this capacity, he managed over $9.0MM+ of partnership assets – which, today, comprise the seed credit allocation for Trinity FFV® Alternative Income. From 2014 to 2019, Michael served in the United States Marine Corps as an Infantry Officer.

Michael received his B.A. from the University of Notre Dame and his M.B.A. from Yale University. He resides in Grand Rapids, Michigan with his wife and their three children.

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Stephanie Roderick is a Senior Research Analyst with the Faith and Family Values (FFV®) Solutions team of IWP Capital, a firm bringing Catholic Values research, investment screening, and proxy voting services to faith-based investors. She manages screening, proxy voting, and corporate engagement research services. Stephanie joined IWP in 2021. In the FFV Scorecard, IWP has screened over $3 billion of AUM using 20+ proprietary screens for Catholic values.

Stephanie graduated from Saint Louis University with a B.A. in Political Science. She holds an M.A. in Development Economics from The Fletcher School at Tufts University.

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Rob Riethman is Vice President of Investment Management and Business Development at Trinity Investment Management (TIM). He has 25 years of experience managing institutional investment portfolios, focused on fixed income trading and management for insurance companies. He has also managed relationships with external alternative fund managers, auditors, actuaries, rating agencies, and investment committees. 

In his role, Rob assists in the management of fixed income portfolios while maintaining and growing relationships with existing and new clients in an effort to increase the assets under management for IWP Capital (IWP) and TIM. IWP and TIM products include not only Catholic-values screening of corporate business practices to create a list of companies to invest in and corporate engagement, but also investing in multiple strategies to assist TIM clients with achieving high risk-adjusted returns.

Rob grew up in Ohio and graduated from Butler University in Indiana with a degree in finance and worked in Indianapolis for 15 years. He moved his family to Texas in 2005 and is now a proud Texan. Rob has been married 28 years and has 3 kids. All 3 kids attended Catholic schools, and Rob was a sports coach for many youth teams. In his spare time, Rob enjoys watching college sports, running, and playing golf.

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Donation Drive Details

We are doing a donation drive to support the Catholic homeschool community of St. Thomas Becket. If you wish to make a donation please bring it to the event and we will be collecting the items to deliver to the parish.

Art Supplies:

• Supply caddies (for transporting art supplies to classrooms)
• Elmers Glue (12 bottles)
• Mixed media drawing paper (100 sheets)
• Acrylic paints (assorted)
• Tempera paints (assorted)
• 36-color watercolor sets
• Embroidery thread (assorted colors)
• Smocks
• Blending stumps (24)Everyday Essentials:
• #2 pencils (Need 100, or donations of smaller packs)
• Colored pencils (bulk or 24 packs)
• Glue sticks (About 30)
• Paper folders with prongs (45)
• Crayons (Bulk or 20 packs)
• Washable markers (assorted)Classroom/Operational:
• Staplers
• Plastic trays (10)
• Gloves (plastic, disposable) 2 Boxes
• Towels
• Lysol wipes
• Multipurpose cleaner
• Paper towel rolls
• Baby wipes 1 Large Box

Physical Activity:

• Hula hoops
• Jump ropes

Learn Through Play:

• Bottles of bubbles (10 or so bottles)
• Magic Sand (kinetic sand)
• Playdoh (Bulk or 20 cans)
• Playdoh tools

Join Us!

Not yet a member of your local YCP Fort Worth community? Together, we'll learn to live and share our Catholic faith through our daily work. Access member-exclusive events and more! Learn more about the benefits of becoming a member today: https://www.youngcatholicprofessionals.org/why-belong​