3RD ANNUAL SUMMIT
Who’s joining us in Durham
Investors, foundation leaders, and practitioners gathering December
1–3, 2026, at Duke Divinity School for the Catholic Social Teaching &
Investing Summit.
Jim Sorenson
Founder & Chairman
SORENSON IMPACT FOUNDATION
Jim Sorenson is Founder and Chairman of the Sorenson Impact Foundation and a longtime impact-investing entrepreneur and philanthropist. He founded the Foundation in 2012 to demonstrate how capital can pursue social impact alongside financial performance. The Foundation became one of the relatively few U.S. foundations to commit 100% of its assets to mission-aligned investments spanning philanthropic, catalytic, and market-rate strategies.
Kate Barron-Alicante
Partner, Director of Impact & Wealth Manager
Abacus Wealth Partners
Kate Barron-Alicante is Director of Impact at Abacus Wealth Partners, where her work connects investment practice with questions of inequality, sustainability, and social impact. Her professional interests have included global economics, values-aligned investing, and how wealth can be deployed more intentionally. At Abacus, she helps advance the firm’s impact-investing work and engagement with investment strategies addressing social and environmental challenges.
Matt Ahearn
Partner
True North Venture Partners | Ahearn Family Foundation
Matt Ahearn is a Partner at True North Venture Partners, an investment firm focused on technologies and businesses supporting a transition toward a cleaner, more sustainable economy. He serves on boards of True North portfolio companies including Nanostone Water and Acuriant/Solecta, businesses developing advanced water-treatment and industrial separation technologies. His investment work sits at the intersection of venture capital, industrial innovation, and environmental sustainability.
Sr. Sue Ernster
President
Franciscan Sisters of Perpetual Adoration
Sister Sue Ernster is President of the Franciscan Sisters of Perpetual Adoration. An accountant by training, she previously served as the congregation’s vice president and treasurer and has experience in campus ministry, parish administration, and faith formation. She represents FSPA through service with local, national, and international organizations, including the Economy of Francesco, connecting Franciscan values with questions of stewardship, economics, and investment.
Margot Kane
CIO
Spring Point Partners
Margot Kane is Chief Investment Officer at Spring Point Partners, where she leads an impact-first investment strategy supporting wealth-building pathways for underrepresented founders and communities. Previously, she led strategy and innovation at Calvert Impact Capital and served as Chief Financial Officer at Closed Loop Partners. Her experience spans impact investment strategy, portfolio construction, private credit, early-stage equity, environmental sustainability, and place-based investing.
John Holdsclaw IV
President & CEO
Rochdale Capital
John Holdsclaw IV is President and CEO of Rochdale Capital, a nonprofit community development loan fund and certified CDFI, where he leads its work to promote cooperative and community ownership and broaden access to capital in low-wealth communities. He is Rochdale’s founding President and CEO. Previously, he served as Executive Vice President of Strategic Initiatives at National Cooperative Bank and as Director of Policy and Development at Capital Impact Partners. His experience spans cooperatives, community development finance, and public policy. He serves on the board of Opportunity Finance Network and is a past chair of the CDFI Coalition.
Lindsay Zizumbo
President
Sorenson Impact Foundation
Lindsay Zizumbo is President of the Sorenson Impact Foundation, assuming the role in September 2026 after serving as Executive Director since 2018. She leads a foundation that deploys 100% of its assets through mission-aligned philanthropic, catalytic, and market-rate investments. Zizumbo joined Sorenson Impact in 2014 following a career in government, public policy, and leadership at Intentional Media.
Nicholas Banovetz
Executive Director
Better Way Foundation
Nicholas Banovetz is Executive Director of Better Way Foundation, a Minneapolis-based private family foundation rooted in Catholic social values, where he has helped lead a shift to focus its grantmaking on Indigenous communities and align its investments with its mission. He engages other funders to invest in Native communities. Previously, he was Chief of Staff at Great MN Schools, which he helped incubate at The Minneapolis Foundation, and began his career as an investor relations Senior Account Executive at Padilla. His experience spans more than 20 years across business, philanthropy, and the nonprofit sector. He holds degrees from American University.
Kate Walsh
Director of Training
The Global Impact Investing Network
Kate Walsh is Director of Training at the Global Impact Investing Network (GIIN), whose training workshops help investment professionals bring an impact lens to their portfolios and measure and manage impact across the investment cycle. Previously, she served as Associate Director of Faith-Based Investor Initiatives at the GIIN, working with faith-based investors on impact investing. Earlier, she was Associate Director of Investor Advocates for Social Justice and served on the board of the Interfaith Center on Corporate Responsibility. She holds an MPA from the Robert F. Wagner School at NYU and a BS from Fairfield University.
Heather Beatty
Founder & Managing Partner
HCB Capital Advisors
Heather Beatty is Founder and Managing Partner of HCB Capital Advisors, which helps asset managers with distribution strategy, institutional narrative, and go-to-market execution. She has more than 20 years of experience in the institutional investment world, including senior business development and consultant relations roles at First Eagle Investments, Thornburg Investment Management, and TCW. At First Eagle she created and co-chaired the firm’s first Climate Council. She is a co-founder of the Women in Institutional Investments Network. She holds an undergraduate degree from Miami University and a graduate degree from Duke’s Nicholas School of the Environment.
Simon Kent Fung
Creator & Host
Dear Alana
Simon Kent Fung is creator and host of Dear Alana, an acclaimed narrative podcast exploring faith, identity, belonging, and the life of Alana Chen. Fung previously spent 15 years in technology and media, including design leadership roles at Patreon, Google Maps, and TIME. Beginning his career in independent film, he now brings documentary storytelling and personal inquiry to complex questions of religion and human experience.
Carolyn LaRocco
President & Founder
LCP INSTITUTIONAL
Carolyn LaRocco is President and Founder of LCP Institutional, an investment consulting firm. She has more than 35 years in the investment industry, 25 of them as an institutional consultant, advising institutions, high-net-worth individuals, and families, with a specialization in socially responsible investors and nonprofits. Her work covers investment policy development, asset allocation, manager selection, and performance measurement, plus helping clients develop and implement their own socially responsible investment standards. She is a Certified Financial Planner and Certified Investment Management Analyst, with a BS in Finance from the University of Florida.
Anand Dholakia
Program Director
J. WILLARD AND ALICE S. MARRIOTT FOUNDATION
Anand Dholakia is Program Director at the J. Willard and Alice S. Marriott Foundation, where he works on grantmaking and philanthropic strategy in the Washington, D.C. region and nationally, with a focus on mental health equity, affordable housing, and economic justice. Previously, he spent nearly two decades at Root Cause, partnering with dozens of equity-oriented foundations, nonprofits, and intermediaries to strengthen their strategy, collaboration, and capacity. His work there spanned economic security, early childhood development, health, and youth development.
Mike Silvestri
Vice President, Impact Investments
SOCIAL FINANCE
Mike Silvestri is Vice President, Impact Investments at Social Finance, where he leads the firm’s impact investing partnerships with donor-advised funds, family offices, and foundations. He also helps oversee its career impact bond portfolio, including regional workforce funds that finance upskilling and reskilling for low-income individuals. Previously, he served on the Strategic Operations team in the office of Massachusetts Governor Charlie Baker and worked as a social impact consultant at FSG. He founded and helps lead an NGO providing education and college preparation to South African township youth, and holds a joint MPP/MBA from Harvard Kennedy School and Harvard Business School.
Alison Lingane
Founder
OWNERSHIP CAPITAL LAB
Alison Lingane is a national leader in employee ownership and founder of the Ownership Capital Lab, a nonprofit initiative that treats capital as a lever for growing and scaling employee ownership. She founded and managed the Employee Ownership Catalyst Fund, which addresses a critical financing gap in the field. She also co-founded Project Equity, which in its first decade transitioned dozens of companies to employee ownership and counseled more than 1,100 business owners. Earlier, she held executive roles at Benetech, GreatSchools, and InsideTrack. She holds a BA from Harvard and an MBA from the Haas School of Business.
Katrina Aitken-Laird
Founder & CEO
REFRONTIER FOUNDATION
Katrina Aitken-Laird is Founder and CEO of reFrontier Foundation, a Nairobi-based impact investment vehicle that reimagines how businesses and investments can catalyze lasting, redemptive change across whole nations. reFrontier develops transformed leaders to deliver sustainable change in their communities and countries. She is a seasoned executive and program director with more than 20 years of experience delivering large-scale development programs in fragile and conflict-affected contexts, working with civil society organizations, the UN, and UK and Danish government departments. She holds an MSc in Political Economy of Violence, Conflict, and Development from SOAS University of London.
Melanie Rieback
Co-Founder & CEO
RADICALLY OPEN SECURITY
Dr. Melanie Rieback is Co-Founder and CEO of Radically Open Security, a not-for-profit computer security company, and of the “Post Growth” startup incubator Nonprofit Ventures. Radically Open Security donates 90% of its profit to charity, and in 2025 she founded Non-Extractive Capital to encourage entrepreneurs to pursue alternative business models. A former Assistant Professor of Computer Science at Vrije Universiteit Amsterdam, she designed and teaches a post-growth entrepreneurship class at the University of Amsterdam. She has also helped launch a petition to bring a steward ownership model before the Dutch Parliament.
Enith Williams
Founder & Executive Director
REPARATIONS FINANCE LAB
Enith Williams is Founder and Executive Director of the Reparations Finance Lab, a non-profit that seeks to deliver reparative capital to the descendants of the Transatlantic Slave Trade. She is a financial services executive with more than 30 years of international experience guiding capital toward economic justice and equity. Her career includes senior roles as an international banker with Merrill Lynch in New York and with the Government of Jamaica, where she worked with the Planning Institute of Jamaica and Jampro. Earlier, she worked with the Edna McConnell Clark Foundation and the New York City Housing Partnership. She also founded the Downtown Kingston Music Theatre. She holds a BA from Williams College.
Michael Rauenhorst
Co-Founder & Managing Partner
SOCIAL INVESTMENT MANAGERS AND ADVISORS (SIMA)
Michael Rauenhorst is Co-Founder and Managing Partner of Social Investment Managers and Advisors (SIMA), where he originates investments in social enterprises across Africa and Asia and advises foundations, impact investors, and faith-based investors. He co-developed some of the first commercial investment funds providing clean energy to low-income people. Previously, he was at Deutsche Bank, where his team launched five microfinance and impact investment funds working in over 35 countries, and at Moody’s, where he co-developed some of the first social and environmental ratings. He serves on the boards of the Opus Prize Foundation and the Gregorian University Foundation and advises the Catholic Relief Services Impact Investment Committee.
Felix Navarrete
AI Platonist | Theological engineer
Kairos Lux Works
Felix Navarrete’s path into AI began in philosophy, and he studied at the University of Amsterdam. Through a CST-AI working group with Francesco Collaborative, he explored what judgment AI tools assume, what relationships they reorganize, and what governance they require. He has since written an essay arguing that institutions often have clear moral principles but lack a shared practice of judgment to decide what to adopt, constrain, and refuse.
Kelley Shepherd
Director of Investments
THE LEON LEVINE FOUNDATION
Kelley Shepherd, CFA, is Director of Investments at The Leon Levine Foundation, a Charlotte-based foundation that is transitioning its investment portfolio so each dollar delivers both financial return and measurable social impact. He previously served as Head of Investments at Outcome and spent a decade at Cambridge Associates, where, as an Investment Director in its Sustainable and Impact Investing Group, he managed endowment portfolios ranging from $50 million to $8 billion. He discovered impact investing while studying to be a priest, and holds a master’s in Christian Ethics from Yale Divinity School and a bachelor’s in Religious Studies from the University of Virginia.
David Harlley
CEO
ThirdWay Capital
David Harlley is Co-Founder and CEO of ThirdWay Capital, an impact investment firm making equity investments in small and medium-sized enterprises across Sub-Saharan Africa, with offices in Accra and Toronto. Previously, he held executive roles at engineering firm WSP, where he specialized in corporate restructuring and strategy and led regional operations. He is the author of Building the New Economy, which makes the case for “Distributive Capitalism,” and teaches the subject as an adjunct lecturer at IE University in Madrid. He holds an MBA from IE Business School and both levels of the CAIA designation.
Jimmy Wright
Co-Founder & President
Launch Capital Partners
Jimmy Wright is Co-Founder and President of Launch Capital Partners, a Louisville, Kentucky-based real estate investment firm that invests in safe, stable housing for immigrants and refugees. Launch partners with refugee resettlement agencies, including Catholic Charities USA and the U.S. Conference of Catholic Bishops, and aims to serve more than 50,000 refugees over the next ten years. Before founding Launch, Jimmy spent a decade at a Fortune 50 company leading product development and IT automation teams, and he began rehabbing houses in 2014. He holds an MBA from Bellarmine University and a master’s degree from Spalding University.
Elfid Torres
Chief Executive Officer | Co-Founder & CEO
FUNDES | Fundamental
Elfid Torres is CEO of FUNDES, a Latin American social enterprise that helps companies bring micro and small businesses into their supply chains, and co-founder and CEO of Fundamental, its impact venture studio. Fundamental co-founds startups serving informal workers and micro-businesses in Mexico, Guatemala, Colombia and Peru. Torres has spent more than 25 years at FUNDES, where he led its shift from philanthropy to a commercial model.