Investing for Good Hero

INVESTING FOR GOOD

MARCH 29, 2025

AVE MARIA UNIVERSITY

AN INVESTMENT SYMPOSIUM
HOSTED BY THE INSTITUTE AT AVE
MARIA UNIVERSITY

IS ESG MORAL? PROPOSING A PRINCIPLED ALTERNATIVE

In the pursuit of a more ethical investment framework, Environmental, Social, and Governance (ESG) principles have gained widespread attention as a popular—though hotly debated—set of metrics among market participants.

However, the ethical framework proposed by ESG falls short in addressing the complex, principle-based judgments required for truly responsible investing. Moreover, ESG does not offer robust foundational principles for promoting ethical investing aimed at optimizing human flourishing within financial markets.

To address this gap, our one-day interactive conference co-hosted by Hirtle Callaghan and The Institute at Ave Maria University will bring together market participants, academics, and capital allocators to explore a principled alternative to ESG, inspired by Catholic social teaching.

The goal is to develop a set of actionable, universal, and positive principles that can be embraced by anyone committed to ethical investing driven by human flourishing.

REGISTER NOW

Registration is only open for capital allocators, higher-ed academics, and the Ave Maria community.

Conference speaker presenting to audience

HOSTS

Institute Logo
Ave Maria University Logo

SPEAKERS

Gabriel Martinez

GABRIEL MARTINEZ

Dr. Gabriel Martinez is an Associate Professor of Business and Economics at Ave Maria University, where he has dedicated his career to teaching economics, statistics, and business courses since 2010. Martinez has developed online education programs and has led accreditation efforts for Ave Maria while researching and publishing numerous peer-reviewed articles on topics ranging from economic crises to educational methodologies. He holds a Ph.D. and M.A. in Economics from the University of Notre Dame.

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PARTICIPANTS

Investment Management

Benoit Duhamel - Pemberley Capital

Michael Pinto - Frictionless Capital

Catherine Lee Clarke - Hirtle Callaghan

Kris Kelleher - Hirtle Callaghan

Matt Johns - HoneyHive Capital Partners

Christopher Long - Silvercrest Asset Management

Dean Dewey - Silvercrest Asset Management

John Paul Klucik - Silvercrest Asset Management

Michael Papile - Hesperia Capital, LLC

Tim Schwartz - Schwartz Investment Counsel, Inc.

Michael Nagy - Catholic Investment Services

Matthew Pinto - The Genesis Group

Financial Services

Sam Semaan - Merrill

J Patrick Kearns - Morgan Stanley

Andrea Fedrigo - Morgan Stanley

Rich Todd - Innovest Portfolio Solutions

Sarah Newman - Innovest Portfolio Solutions

James Gabriele - Vocaris Advisors

David Cusimano - Vocaris Advisors

Academia & Education

Richard Dittus - Ave Maria University

Chad Smith - Ave Maria University

Neil Watson - Ave Maria University

Andrea Campau - Donahue Academy

Emily Capone - Naples Classical Academy

Business & Entrepreneurship

Greg Robeson - Harmony Homes

Ien Cheng - Multi-location retail business in New York City

AJ Curatolo - CAS

Greg Colker - Growth & Exit Partners

Kevin Murdock - Growth & Exit Partners LLC

Robert Dryzgula - Event Intelligence.AI

Non-Profits & Organizations

Paul Habsburg - United Nations Mission of the Sovereign Order of Malta

Colin Gilbert - Francesco Collaborative

Theresa Barbale - Donum Plan

Miguel Gonzalez - APS

John Matthew Knowles - Diocesan Fiscal Management Conference

Join as a Participant

Registration is now open for qualified participants to join this exclusive conference.

Limited spots available - register today!

REGISTER NOW

AGENDA

Join us as we explore a deeper understanding of ethical investing that moves beyond the standard ESG approach. Throughout the day, our speakers and panelists will unpack the core principles of human flourishing, ethics, business, investing, ESG, Catholic Social Teaching, and how the Western tradition informs ethical investing.

Applying this framework, Scholars from The Institute will present real-world stock pitch examples. Attendees will leave with practical criteria and a collaborative network as we seek to create an ethical and effective framework that any investor can use.

  • Pre-Conference Dinner: March 28(REGISTER)
  • Pre-Conference Location: Aqua on 5th Avenue in Naples
  • Pre-Conference Time: 6:30 p.m. - 9:30 p.m.
  • Conference Date: March 29
  • Conference Location: Ave Maria University, Prince Building, O'Bryan Performance Hall
  • Conference Time: 10:00 a.m. - 5:00 p.m.
Download detailed conference agenda
REGISTER NOW

Registration is only open for capital allocators, higher-ed academics, and the Ave Maria community.

Investing for Good Conference conversation

TRAVEL INFO

Ave Maria University, Thomas and Selby Prince
Building, Ave Maria, Florida

Complimentary on campus lodging.

Space is limited. Contact the Institute to reserve.

Spring Hill Suites ($231.99/night).

3798 White Lake Blvd, Naples, FL

239-352-2234. Mention Ave Maria University conference.

Airports

Southwest Florida International Airport (RSW): 45 minutes from campus.

Punta Gorda Airport (PGD): 1 hour, 15 minutes.

Fort Lauderdale-Hollywood International Airport (FLL): 90 minutes.

REGISTER NOW

Registration is only open for capital allocators,
higher-ed academics, and the Ave Maria community.

Ave Maria University campus aerial view