The purpose of this session is to introduce congregations to the Religious Institutes Support Fund (RISF).

RISF is an investment fund that has been created and operated by Religious, via an established unit trust as a pooled investment vehicle, allowing Catholic religious congregations to invest their funds for their long-term future. The portfolio is managed by professional investment advisers at JBWere, who have significant experience in the Not-For-Profit sector.

You will hear from directors of the RISF board, as well as the two investment advisers at JBWere that are responsible for managing the investment portfolio.

NB: This fund is only open to wholesale investors (i.e., the entity has net assets of not less than $2.5m) and a minimum investment of $250,000 is required.

Event Details:

Date: Monday, 20 November 2023

Time: 10.00am - 11.00am

Mode: Zoom

Speakers: RISF Directors: Steele Hartmann OCSO, Greg Richards,

Mary O'Dea and Halyer Rayner

JBWere Investment Advisers: Lucy Warner and Steph Bennett

Audience: Leaders, Leadership teams and Finance Personnel

Registration: Please RSVP by 19 November 2023.

Enquiries: Gillian Lee, CRA Ph: 02 9557 2695

Email: secretariat@catholicreligious.org.au

Disclaimer: This is for information only. CRA does not recommend this product but encourages you to undertake your own due diligence.