Livable Future Investing Workshop

Applications close July 9. Early bird pricing ends June 27.

Two live sessions per week: Tuesday large-group and Thursday small-group, 90 minutes each, via Zoom.

Your most important work can't wait

Something is stirring. You feel it in the gap between what your institution invests in and what it actually believes. In the conversation about portfolio alignment that keeps getting pushed to next quarter. In the quiet frustration of knowing more is possible and not yet seeing the path.

The Livable Future Investing Workshop exists for that moment.

For four weeks — August 22 through September 22 — a cohort of 15 to 20 investors, allocators, fund managers, and faith-rooted stewards do honest work together. We draw on the wisdom of Catholic Social Teaching and on Pope Leo XIV's recent encyclical Magnifica Humanitas to ask a question the dominant paradigms rarely make room for: what does it actually mean to invest from the inside of our deepest convictions?

The format is unusual on purpose. Each week you write, read your peers' work, and offer one another feedback often in the form of an honest, open question. Parker Palmer calls it clearness committee style. It asks you to set ego aside, really see another person, and reflect back something they may not yet see in themselves. Practiced in community with 15 or more peers, that becomes a culture. And you begin to glimpse what is possible when empathy and generosity become the currency of your institution.

This is not a portfolio construction course. It is not a pitch for a specific fund or strategy. It is a container for the kind of formation that makes real change possible from the inside of the institutions where capital actually moves.

What participants say

"It was the most valuable educational experience of my professional life. Nothing else comes close." — Kevin Doyle Jones, Co-Founder, SOCAP and Faith+Finance

"This workshop will reset your compass. I now have a plan and vital network for the journey ahead." — Greg Hampson, CFO, Passionist Congregation of St. Paul of the Cross

"Not for the faint of heart. It has been fundamental for me — for real, concrete next steps. The payoff is considerable." — Greg Brown, Treasurer, Raskob Foundation

"It profoundly changed the way I view finance, money, and economics — not just in my day job, but personally. The closest thing I have found to an onboarding for the way the Catholic Sisters think about money." — Kayoko Lyons, Director of Investments, Missionary Sisters of the Sacred Heart of Jesus

"It's like saying yes to going on retreat. Be ready for lots of surprises. You will leave refreshed and energised for mission." — Sr. Pegge Boehm, PBVM

What you will walk away with

A clearer understanding of Catholic Social Teaching as a full framework for investment, not just negative screening, but the common good, the dignity of work, the option for the poor, and the universal destination of goods.

Concrete knowledge of the emerging landscape of faith-first funds, community investment vehicles, and ownership economy opportunities that are increasingly available at competitive returns.

A network of peers, foundation leaders, diocesan investment officers, family office principals, religious congregations & RIAs, who are wrestling with the same questions and committed to walking the road together.

And something harder to name but more lasting: the conviction that you are capable of leading this change, and a community that will hold you to it.

Who this is for

Investment advisers and consultants with Catholic or faith-rooted clients who want to serve them with greater depth and confidence.

Fund managers and impact investors who want to think beyond their own interests and engage seriously with the structural dynamics holding capital back from its most important work.

Foundation leaders, diocesan investment officers, hospital CFOs, religious congregation treasurers, and family office principals who carry fiduciary responsibility and feel the tension between their institution's mission and its portfolio.

Anyone who is curious about faith, values, and what it means to invest with real conviction and who is ready to do the work in community.

This is not a space for capital solicitation. It is explicitly an educational, non-solicitation environment. Pitching is not welcome. The structural conversation is.

The format

Four weeks. Virtual. Two live Zoom sessions per week — Tuesday large group (90 minutes) and Thursday small group (90 minutes). Between sessions: a weekly prompt, your written response, peer reading and feedback, and a Friday integration reflection.

Facilitators: Felipe Witchger and Melanie Audette

Workshop dates: August 22 — September 22, 2026.

Application deadline: July 9, 2026.

About Felipe Witchger

I’ve spent the last several years doing one thing: walking alongside institutional investors who want their portfolios to reflect what they actually believe. I’ve designed and led 10 cohorts of Livable Future Investing, working with 200 institutional investors, asset managers, and change-makers — at foundations, religious congregations, family offices, educational institutions, and community organizations.

What I’ve learned is that the people who know their institution’s mission are almost always the most qualified people to lead investment change. They just don’t believe it yet. My background is a strange and useful mix — institutional research, cooperative business leadership, faith-based community organizing, scenario planning at Fortune 100 companies, launching accelerators and social enterprises. All of it comes down to the same thing: helping people find the courage and the process to lead change from the inside.

About Melanie Audette

Melanie has spent two decades in a very specific place: alongside institutional investors and philanthropic leaders who are trying to move capital in alignment with what they actually believe. At Mission Investors Exchange, she leads strategy and works with networks of foundations, congregations, and family offices to identify and deploy resources toward measurable impact — not in isolation, but in community with peers wrestling the same structural questions.

Before that, she managed family offices and private foundations. She served in the U.S. Foreign Service, where she learned how institutions shape entire communities. She holds board seats at the Energy Foundation and is a founding member of Impact Investing committees at the Council of Michigan Foundations and Invest for Better — places where peer institutions are beginning to ask: what does it mean to invest with real conviction?

Questions

Do I need to be an investment professional? No. You need to be the person at your institution who cares about alignment and is willing to do the deeper work.

Is this only for Catholics? No. CST is a universal framework. The workshop is open to people of all faiths and backgrounds who resonate with its principles.

What is the non-solicitation policy? This is an educational community, not a capital-raising venue. Fund managers are welcome and valued. Pitching is not permitted.

Will there be a payment plan? We don't want the cost of the workshop to be a barrier. If the full registration fee isn't possible right now, please fill out this short form and we will confirm all decisions on or shortly after July 15. [Apply for a scholarship or payment plan]

Early Bird ticket description — $2,500 (closes June 27):

Reserve your place in Cohort XI at the early bird rate. Early bird pricing of $2,500 is available for the first 25 registrations until June 27th. After that date, standard pricing of $2,950 applies. Payment is collected at point of registration, and in ten cohorts and 200 participants we have only ever needed to decline 3 applications. Deadline for all applications closes on July 9th.

Need a payment plan or scholarship? Apply here — decisions confirmed on or shortly after July 15.