Interested in a general market update and 2021 outlook? Curious about the Foundation’s long-term investment strategy?
Download the Slides
What Topics Will We Cover?
The Catholic Community Foundation, in partnership with its investment advisor Jordan Park, presents an update on the current state of the market and long-term investing insights. Topics include:
- Jordan Park’s review of markets and macro-economic conditions in 2020
- Market update and outlook for 2021
- Discussion of the Foundation’s long-term investment strategy
- Why the Foundation is a strong partner for endowment and family funds
- Brief overview of Jordan Park and their mission
Please come with your questions! Enter questions in the question box during registration so that we can cover the issues you care about. There will also be time during the event to answer live questions.
Who Should Attend?
- Organization leadership (pastors, principals, etc.) & staff who manage your endowment
- Finance Council members from organizations with endowments
- Families who have a fund with the Foundation
Speakers
Jordan Park is the investment advisor for the Foundation. Their team of experienced, empathetic and results-oriented managers provide data-driven investment and financial advice for all the Foundation’s funds. Jordan Park’s mission to enhance lives and legacies aligns with the Foundation, working to create FOREVER VALUE for our local Catholic community and to serve community needs.
Michel Del Buono
Senior Vice President, Chief Investment Officer @ Jordan Park
Michel joined Jordan Park in 2018. Prior to joining Jordan Park, Michel was a Managing Director and Global Strategist at Makena Capital Management, a global investment firm managing approximately $19 billion for endowment and taxable investors. Michel helped oversee global investment strategy, currency investments and risk management for the firm. He previously worked as the sole Investment Analyst at Scion Capital, a San Jose-based hedge fund, and at McKinsey & Co, where he served private equity clients with their due diligence and valuation work. He serves on the Investment Committee for Dignity Health. Michel earned his BSc in Systems Engineering with High Honors from the University of Virginia, his MSc in Engineering-Economic Systems and Operations Research from Stanford, and his MPhil in Economics from Girton College, Cambridge. He earned his PhD in Management Science and Engineering with a focus in applied economics from Stanford University, where he was a DARPA fellow.
Frank Ghali
Founder, President & Chief Executive Officer @ Jordan Park
Frank has been an advisor to institutions, founders, entrepreneurs, executives, and their families on all aspects of wealth management since 2000. He founded Jordan Park in 2017. Prior to founding the firm, Frank was with Goldman Sachs from 2000 to 2017, serving as Managing Director from 2011 to 2017. He was previously a founding partner in an import/export business in the New York metropolitan area. He serves on the board of Built Technologies, a commercial construction lending software company in Nashville. He is also a member of YPO, a global leadership community of business operators and executives. He earned his BS/BA in Business Administration from Rutgers University and JD from the University of Pennsylvania, concurrently earning a Certificate of Study in Financial Management and Public Policy from the Wharton School of Business.
Mary Quilici Aumack
Chief Executive Officer @ The Catholic Community Foundation
Mary Quilici Aumack is the Chief Executive Officer of the Catholic Community Foundation where she has helped further the Foundation’s mission of creating FOREVER VALUE for the past 10 years. Prior to joining the foundation, Mary’s career was in high tech, including Vice President for Hewlett Packard, where she managed a $1Billion Enterprise Distribution business. Mary has a strong background in philanthropy. She is a former board member and current emeritus board member of Catholic Charities of Santa Clara County. She is a member of the Board of Fellows of Santa Clara University.