CNA—The Vatican’s financial watchdog authority reported on Monday that it received 104 suspicious activity reports in 2021, an increase from the previous year. In a 35-page annual report, released on June 13, the Supervisory and Financial Information Authority (ASIF) said that it submitted 21 reports to the Vatican’s Promoter of Justice (prosecutor), the highest number…
I began transforming into a Catholic investor while working as a portfolio manager for Northwestern Mutual Life. I had been a pro-life Catholic for a long time and was serving on the Wisconsin Right to Life Board of Directors. A stockbroker I worked with regularly approached me with a new idea for a stock to…
I noticed a sea-change in the investment landscape about 10 years ago as family offices, which were relatively unknown to entrepreneurs as a source of capital, expanded from investing solely in investment funds to investing directly in young companies. Family offices provide a wide range of services tailored to meet the needs of high-net-worth individuals,…
October 8, 2009 Tune in Saturday morning, October 10, from 11 a.m. to Noon EST (8 a.m. – 9 a.m. PST) to The Catholic Business Hour with host Dick Lyles, and catch a live, call-in interview with Mary Cunningham Agee, a former Wall Street banker and Marketing Strategist for two Fortune 100 companies who transformed a personal…
