Catholic Social Teaching & Investing Summit
DEC 1–3, 2026
DUKE DIVINITY SCHOOL
407 Chapel Dr, Durham, NC 27708, USA
3rd
Annual CST & Investing Summit
150+
Institutional Investors, Religious Congregations & Family Offices
5
Program tracks across three days
30–50
Investors and allocators, by invitation
OUR CURRENT SPONSORS
THIS YEARS THEME
Reviving Courage
Commitments come easily to us. Follow-through is the harder discipline.
DOWN
We go down into where this comes from: the sisters who built community investing before it had a name, and ten commissionings, two hundred leaders, five years, that got us this far.
UP
We come up into the honest state of the field: the capital raised, the theological frameworks and investment policy changes, and the loudest headlines still going to a handful of tech fortunes instead. We come up anyway, with conviction, not despair.
IN
And we go in, into a quiet moment before we say it out loud: the renewed courage, hope, and commitments we’re making, in front of friends and peers who will continue to ask us how it’s going, and walk with us on the journey.
FROM LAST YEARS SUMMIT
See It For Yourself
THE ARCHITECTURE
Five tracks, running across three days
01
Governance
IPS changes, board task forces, and the twelve steps of CST embodiment.
02
Theology & frameworks
Theology of investing, ecumenical charisms, and Magnifica Humanitas moving us beyond dominant ethical frameworks around AI.
03
Asset classes & strategy
Private credit, mezzanine debt, fixed income, municipal bonds, church real estate and more.
04
Activating capital
Donor-advised funds, capital formation, and field-building for low- and moderate-income families, including the a team that’s moving $100M in family housing equity, one contract-for-deed conversion at a time.
05
Ecosystem, Narrative, Power
Narrative strategy, dioceses, AI, and SEC policy.
Your three days at Duke
UPDATED OCTOBER 17, 2026
Tuesday,
December 1
A community gathering, spiritual grounding and remarks from community leaders.
| 11:00 am–1:00 pm | Registration and lunch |
| 1:00–3:00 pm | Opening: gathering as a community, spiritual grounding, remarks from community leaders, processing & connecting |
| 3:00–3:15 pm | Break & transition |
| 3:15–5:15 pm | Breakout sessions |
| 5:15–6:00 pm | Break & transition |
| 6:00 pm | Dinner & discussion, with remarks from community leaders |
See all three days
Wednesday,
December 2
Morning prayer, small-group conversations about community and vision, and table rotations with community leaders.
| 7:30 am | Breakfast |
| 8:00–8:45 am | Morning prayer |
| 8:45–9:00 am | Break & transition |
| 9:00–10:00 am | Community & Vision, including in-depth small group discussions |
| 10:00–10:30 am | Break & transition |
| 10:30 am–12:00 pm | Breakout sessions |
| 12:00–1:00 pm | Lunch |
| 1:30–3:00 pm | Shift & Share: table rotations with community leaders |
| 3:00–3:30 pm | Break & transition |
| 3:30–5:00 pm | Breakout sessions |
| 5:00–5:30 pm | Integration & Reflections |
| 6:00 pm | Dinner groups |
Thursday,
December 3
Morning prayer, open spaces where the people in the room lead the conversations, and a closing commissioning.
| 7:30 am | Breakfast |
| 8:30–9:00 am | Morning prayer |
| 9:00–9:20 am | Remarks from community leaders |
| 9:30–10:30 am | Open Spaces: community-led discussions |
| 10:30–10:45 am | Break & transition |
| 10:45–11:30 am | Closing & commissioning |
| 11:30 am–12:30 pm | Bag lunch |
Depart after lunch for the optional off-site immersion at The Industrial Commons, Morganton, NC
FOR SUMMIT GUESTS
Where to stay
Group rates for Summit guests in Durham and Immersion guests in Morganton.
DEC 1–3
AC Hotel Durham
$149 per night group rate for the Summit dates, Dec 1–3.
DEC 1–3
Residence Inn by Marriott Durham McPherson/Duke University Medical Center Area
$149 per night group rate for the Summit dates, Dec 1–3.
DEC 3–4
Fairfield by Marriott Inn & Suites Morganton Historic Downtown
$139 per night group rate for the Investor Immersion, Dec 3–4. Book by Nov 4.
Who Should Attend
Track A
Investors & Allocators
Family office principals, endowment staff, investment committee members, consultants and advisors positioned to move capital differently. Smaller group, more intimate and focused conversations.
Track B
Field Builders
Foundation and nonprofit leaders, ethicists and theologians, investors and entrepreneurs, movement leaders and workshop alumni on the leading edge of faith-first, deep impact investment. An opportunity to meet and deepen relationships with some of the most talented and effective leaders in our community.
WHO THIS IS FOR
Which of These is You?
Investors & Allocators
$2,500
STANDARD TICKET
Field Builders
$1,250
STANDARD TICKET
Sponsors & Partners
Learn More
Invest with us
Ready to Join?
Workshop Alumni register at a discounted rate of $1,000. Email cameron@francescocollaborative.org to claim your ticket.
Confirmed Speaker List:
Nicholas Banovetz
Better Way Foundation
Kate Walsh
The Global Impact Investing Network
Jim Sorenson
Sorenson Impact Group
Kate Barron-Alicante
Abacus Wealth Partners
Heather Beatty
HCB Capital Advisors
Sr. Sue Ernster
President, Franciscan Sisters of Perpetual Adoration
Matt Ahearn
Ahearn Family Foundation
Lindsay Zizumbo
Executive Director, Sorenson Impact Foundation
John Holdsclaw IV
President & CEO
Rochdale Capital
Margot Kane
CIO, Spring Point Partners
Simon Kent Fung
Podcast Creator & Host, Dear Alana
Testimonials
“I attended three conferences back-to-back, including SoCap. This conference, although it was the final one, was the most energizing and the most grounded in action.”
Mike Silvestri · VP, Social Finance
“At the Summit I met a community willing to risk the fire, to question what is, to build what could be, and to seek God in both interior conversion and structural transformation.”
Sr. Linda Romey · OSB
“I’ve been involved in this work for several years and it was very encouraging to see the work of the projects either launch or gather investors and become real.”
Greg Brown · Treasurer, Raskob Foundation for Catholic Activities
Join a Summit networking session and Q&A
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