Commons on Champa Denver, CO
Stocks, Bonds & Mutual Funds
Wednesday, Jun. 08 6:00 p.m.
Held on June 8, 2016.
At first glance, wealth advisors seem to share common goals: most want to provide sound financial advice, help clients reach their long-term goals, and achieve maximum profit for their investment strategies. But look more deeply, and significant differences appear as advisors’ motives, convictions, and investment philosophies shape the recommendations they make. Today, less than one percent of investment assets are held with firms that use a faith-based investment approach.
The event provided a Christian theological framework for investing for financial planners and their clients/individual investors. Attendees gained practical ideas about (1) evaluating your own investments based on a biblical view of business; (2) contributing to a healthier economy through a biblical understanding of financial planning; and (3) for wealth managers, advising clients and helping them to see the values underpinning their investments.
Robin John is the CEO and managing partner at Eventide Funds, a company with about $2 billion in net assets that provides values-based investments for individuals, financial advisors, and institutions. John leads all strategic and business development efforts and overseas organizational health to ensure value creation for customers and employees. He previously held leadership roles for Bank of New York Mellon and served as a business consultant for Grant Thornton. John has a degree in economics from Tufts University.
Tim Weinhold serves as Director of Faith and Business for Eventide Funds, and has served in a faith-and-business/investing-thought-leadership capacity with Eventide since its founding. He is also a Fellow of the Center for Enterprise, Markets and Ethics (CEME) at Oxford. In addition, Tim is an adjunct faculty member of the School of Business, Government and Economics at Seattle Pacific University and serves on the school’s Executive Advisory Board. Tim co-founded four entrepreneurial ventures, including a VC-funded computer graphics company, and for several years provided real estate consulting to major corporations. Tim is passionate about, and a long-time student of, 'business for blessing,' i.e., a deeply biblical understanding of God's intent for the purpose and practice of business. He holds a bachelor’s degree with honors from Harvard University.
Chad Hamilton is a Certified Financial Planner and a Chartered Advisor in Philanthropy with 18 years of experience in the wealth management industry and author of the book Deep Wealth. He trains financial advisors on best practices for growing their businesses and delivering specialized advice. Chad lives in Denver, Colorado, with his wife and three children.
John Siverling is the executive director of the Christian Investment Forum, a nonprofit trade association that promotes Biblically Responsible Investing (BRI). He is also a co-founder and president at Sentiens LLC, an early-stage health care technology company, and managing partner in JAS Ventures, a consulting firm focused on helping companies develop and execute faith-integrated business practices. Siverling holds a degree in business administration from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business.