Midwest Regional Endowment Conference
Daniel J Phillips
Northern Trust Asset Management
Daniel J. Phillips, CFA, is an Investment Policy Committee Member, Investment Strategist, and Portfolio Manager for Northern Trust’s Global Tactical Asset Allocation Fund. As a member of Northern Trust’s Investment Policy Committee, Daniel is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations. As an Investment Strategist, Daniel is responsible for overseeing the firm’s asset allocation process and communicating the firm’s opinions to our clients. As a Portfolio Manager for the Global Tactical Asset Allocation Fund, Daniel is responsible for the management of a globally diversified portfolio. Mr. Phillips monitors the asset allocation framework to ensure the allocation is aligned with the firm’s evolving investment views and changing market and economic conditions. Daniel received his BBA degree in finance and economics from the University of Iowa and his MBA degree in finance, economics, and international business from the University of Chicago. He is an active CFA® charterholder.
Session1_GlobalEconomyDanielPhillips (.pdf 2MB)
Chief Investment Strategist
United Church Funds
A 30-year veteran of the investment and finance industry, David Klassen served on United Church Funds’ Investment Committee before accepting his current position. Over the years, he has served in portfolio management positions at Morgan Stanley Dean Witter and JP Morgan Chase. Dave earned a BA in Accounting from Franklin & Marshall College and a Master of Divinity from Union Theological Seminary. A Chartered Financial Analyst, he serves on the Investment Committee of Union Theological Seminary and the Board of Trustees of the Village of Irvington, New York.
Session2AboutUCF'sFunds_DaveKlassen (.pdf 767KB)
Senior Executive, Business Development
United Church Funds
Prior to joining UCF, Matthew Wagner worked for a private investment bank focused on merger & acquisition and capital sourcing activities for closely-held businesses, and as a financial advisor for one of the largest independent investment brokerage firms in the US. Matt holds a BA from McKendree University and is a member of St. Paul UCC in Lebanon, Illinois. He currently sits on the Board of Trustees for the Deaconess Foundation in St. Louis, and when he’s not playing golf or coaching his daughters’ athletic teams, Matt also volunteers for the Illinois South Conference UCC, the Boy Scouts of America’s Lewis & Clark Council, the Mid-America Workforce Investment Board, and the Rotary Club of Red Bud, Illinois. He lives near St. Louis, Missouri with his two daughters.
Session3_EndowmentPolicies_MattWagner (.pdf 413KB)
Director, Social Responsibility
United Church Funds
Kathryn McCloskey joined United Church Funds in 2007 and oversees UCF’s social responsibility activities, from proxy voting to corporate engagements. With extensive experience in the not-for-profit and humanitarian fields, Katie holds a BA in Women’s Studies and Literature from the University of Virginia, and serves on the Interfaith Center on Corporate Responsibility (ICCR) Board of Directors as Secretary and Vice Chair. She lives in Long Island and with her husband and two children, and enjoys knitting and scuba diving.
Session4_Faith and Investing Plenary Session - MWR (.pdf 2MB)
Beverly Moore Ben-Lulu
Senior Director for Private Donor Relations
Beverly Moore-Ben Lulu works with Enactus to enable social progress through entrepreneurial action. She implements strategies to engage high net worth families into the global Enactus community. Beverly has more than 20 years experience working in the family office/private donor space with ultra-high net worth individuals. She also has extensive experience with planning, designing and executing fundraisers and other exclusive events.
Session5_Enactus Presentation_BeverlyMooreBenLuLu (.pdf 3MB)
Don Hill Consulting
Donaldson Hill is an independent fundraising and planned giving consultant for faith communities and other non-profits. For 13 years, he served as chief development officer for the national and global ministries of the United Church of Christ where he oversaw the Church’s national planned giving and major gifts programs, and worked with staff in all settings of the church to build fundraising capacity. Don's past work has also includes leadership positions with Andover Newton Theological School, the Unitarian Universalist Service Committee, and Outward Bound. Don teaches fundraising and planned giving at New York University and is a member of the Board of Directors of Pacific School of Religion in Berkeley, California.
Session6_PlannedGiving_DonHill (.pdf 2MB)
Rev. Starsky Wilson
President & CEO
The Rev. Starsky D. Wilson is a pastor, philanthropist and activist pursuing God's vision of community marked by justice, peace and love. He is president & CEO of Deaconess Foundation, pastor of Saint John's Church (The Beloved Community) and co-chair of the Ferguson Commission. Deaconess is a faith-based grant making organization devoted to making child well-being a civic priority in the St. Louis region.
The Rev. Wilson serves national boards for Grantmakers for Effective Organizations, the United Church of Christ Cornerstone Fund, Chicago Theological Seminary, the Samuel DeWitt Proctor Conference and the National Committee for Responsive Philanthropy, as well as regional ones for the United Way, Gateway YMCA, FOCUS-St. Louis, Teach for America-St. Louis and the Mayor's Commission on Children, Youth and Families, where he co-chaired the Regional Youth Violence Prevention Task Force.
He earned a BA in political science from Xavier University of Louisiana, Master of Divinity from Eden Theological Seminary, and is currently pursuing the doctor of ministry degree from Duke University’s Divinity School.
Rev. Marilyn Pagán-Banks
A Just Harvest
The Rev. Marilyn Pagán-Banks is an ordained minister with the United Church of Christ and currently serves as the executive director of A Just Harvest, an anti-hunger organization committed to service, community organizing and community and economic development located in Rogers Park. She is also the founding Senior Pastor of Namasté United Church of Christ, a new church start on the northwest side of Chicago and assisting as Transitional Pastor for San Lucas United Church of Christ in Humboldt Park.
Marilyn has a gift for working among diverse communities, cutting through racial, economic, theological and cultural barriers. She engages with US Congresswomen as well as patrons of the feeding program, valuing the assets and potential for power in each. Marilyn is a graduate of McCormick Theological Seminary and is currently working on her Doctorate in Ministry at the Chicago Theological Seminary where she has twice been named Hispanic Scholar.
Dr. Christophe Ringer
Assistant Professor of Theological Ethics and Society
Chicago Theological Seminary
Christophe Ringer is an Assistant Professor of Theological Ethics and Society at Chicago Theological Seminary. His research interests include theological and social ethics, African American religion, public theology, religion and social sciences, religion and politics, critical theory and African American religion, and cultural studies. Christophe is particularly interested in African American religion as a site for understanding the relationship of self, society and the sacred as it concerns human flourishing. His research currently focuses on the religious and cultural meanings that sustain and rationalize mass incarceration and other forms of social death in American public life.
Rev. John Dorhauer
General Minister & President
United Church of Christ
The Rev. John C. Dorhauer, former Conference Minister of the Southwest Conference of the UCC, is the ninth general minister and president of the United Church of Christ. Prior to his role at the Southwest Conference, the Rev. Dorhauer served as Associate Conference Minister in the Missouri Mid-South Conference, and also served local churches in rural Missouri.
He has a Master of Divinity degree from Eden Theological Seminary and a Doctor of Ministry degree from United Theological Seminary, where he studied white privilege and its effects on the church. His new book, Beyond Resistance: The Institutional Church Meets the Postmodern World, will be released in June.
The Rev. Dorhauer was chosen as the GMP candidate by an 18-member search committee in February 2015. His candidacy was confirmed by the UCC Board of Directors by a two-thirds vote in March. He was elected at the 30th General Synod, which met June 26-30, 2015 in Cleveland.
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