Investment Advisory Committee (IAC) Orientation

By invitation

The Province Investment Advisory Committee invites you to learn more about who we are and what we do for the Holy Cross Province.

We will hold a 90 minute orientation program via Zoom on Friday, February 23, 2024, at 12:00 pm, EST; 11:00 am, CST; 10:00 am, MST; 9:00 am, PST. 

Our presenters will be John Schork, C.P., Tim O’Brien, Keith Zekind and Shale Lapping of IPEX, our independent investment consulting firm. The program will cover:

• The Passionist Congregation and Holy Cross Province;
• • Ministries
  • Committees
  • Governance
• The IAC Charter;
• • History
  • Purposes
  • Membership
• The Investment Program;
• • Portfolios
  • Purposes
• Province Finances; and
• Any questions you may have.

You will be sent the Zoom link closer to the date of the orientation. If you cannot make the orientation or if there is someone you would like to invite to attend with you, please forward this invitation to them.

Should you have any questions or require additional information, please contact Tim O’Brien, IAC Chair, by replying to this email or directly at tobrien@passionist.org.

We look forward to seeing you at the orientation.

Sincerely,

Tim O’Brien, Chair

John Schork, C.P.

Keith Zekind

Shale Lapping, IPEX