Reservations

Join Us At Our Next Breakfast

  • Date: November 13, 2020
  • Time: 8:00am
  • Where: https://Zoom.us
  • Cost:
    • $17.00 members & guests of members
    • $22.00 non-members

  • RSVP By: Noon Wednesday, November 11, 2020

Duane R. Roberts, CFA

Our Friday, November 13th meeting speaker, Duane Roberts, will be joining us on Zoom from Irving, Texas.

Have you ever wondered about Catholic investing? Did you know there is such a thing? If you own stock through your retirement, savings or other plan, do you really know what you own? Duane will be speaking to us about how we are called to practice our values through our investments.

Duane, a devout Catholic, joined Dana Investment Advisors in 1999 and is currently Director of Equities and Lead Portfolio Manager for the Catholic Values Strategy. The  Dana Catholic ESG (Environmental, Social and Governance) Equity Strategy incorporates USCCB (United States Conference of Catholic Bishops) guidelines in the ESG screening process and is made up of 50 to 55 high-quality ESG Companies.

Duane graduated from Rice University with a BS degree in Electrical Engineering and Mathematics in 1980. He earned an MS in Statistics from Stanford University in 1981 and an MBA in Finance from Southern Methodist University in 1999.

Duane is a Chartered Financial Analyst® (CFA®) charter-holder and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. He is a member of Social Venture Partners Dallas and serves on the investment committees for the Roman Catholic Diocese of Dallas, Cistercian Abbey and Preparatory School.

For questions or reservations call (559) 434-2722
or email [email protected]!

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