Church Pension Group | Houston


January 24, 2018
Marriott Marquis Houston


American Demographic Trends and the Episcopal Church

Insights & Ideas  - Highlights


Demographics Presentation


Impact Investing Presentation


Prayers and Introductory Remarks

Anne Mallonee
Chief Ecclesiastical Officer
Church Pension Group

The Rev. Canon Anne Mallonee is the Executive Vice President and Chief Ecclesiastical Officer for the Church Pension Group (CPG). She is a key advisor to CPG on developments around the Church and how they might impact CPG’s work. She joined CPG in September 2014.

Prior to joining CPG, she served as Vicar and a member of the Senior Leadership Team at Trinity Wall Street in New York City. Before that she spent several years as Interim Dean at Christ Church Cathedral, Hartford, CT, and served for six years at the Cathedral Church of St. Mark, Minneapolis, MN, the last two as Acting Dean. She began her ministry in the Diocese of Kansas, where she was ordained.

She received her M.Div. from Berkeley Divinity School at Yale University and a BA from the University of Kansas.

Mary Kate Wold
Chief Executive Officer and President
Church Pension Group

As Chief Executive Officer and President of CPG, Mary Kate Wold leads a $18 billion financial services enterprise that provides retirement, health, life insurance, property and casualty insurance, and other products and services to The Episcopal Church. She also serves as a member of the board of trustees of The Church Pension Fund, CPG’s governing body.

Mary Kate has served in a variety of leadership positions in the corporate, legal, and government sectors. Prior to joining CPG, she was a senior finance executive and principal corporate officer of Wyeth, one of the world’s largest pharmaceutical companies. Before embarking on her corporate career, she was a Partner at and chaired the tax practice group of Shearman & Sterling, a leading global law firm. Earlier in her career, she served in the Office of Tax Policy of the United States Department of the Treasury.

She chairs the board of the Church Benefits Association, a national association of faith-based benefits organizations, and she serves on the vestry of Trinity Church Wall Street and on its investment committee, which oversees the institution’s $5 billion real estate and securities portfolio. She is a former Director and Chair of a publicly traded medical device company. Mary Kate’s professional affiliations include membership in the Women’s Forum of New York and Women Corporate Directors.

Mary Kate spent her childhood in Bottineau, North Dakota, a small, rural community on the Canadian border.

She graduated summa cum laude from Hamline University in St. Paul, Minnesota with a BA in English and theater and was elected a member of Phi Beta Kappa. She later graduated cum laude from the University of Michigan Law School.

The Demographics of a Changing Church


The Rt. Rev. Thomas James Brown
The Church Pension Fund Board of Trustees
Bishop, Episcopal Diocese of Maine

The Rt. Rev. Thomas J. Brown is the Bishop of the Episcopal Diocese of Maine and serves as Chair of The Church Pension Fund Board of Trustees.

He previously served as Rector of The Church of the Epiphany in Winchester, Massachusetts, and has served as a Deputy to five General Conventions. He has been a Member of Standing Commission on the Structure of the Church, the Pension Fund Committee, the Dispatch Business Committee, and was the Secretary of the Joint Nominating Committee for the Election of the Presiding Bishop (2003–2006). In the Diocese of Massachusetts, he was the Co-Chair of the Capital Campaign Advisory Committee. He is the Treasurer of Bethany House of Prayer, Arlington Heights, Massachusetts, and a Member of the Winchester Multicultural Network in Winchester, Massachusetts, as well as Save the River in Clayton, New York, an environmental and educational non-profit dedicated to protecting the Saint Lawrence Seaway.

He received an MDiv from the Church Divinity School of the Pacific, a BS from Western Michigan University, and holds a certificate in Family Studies Education from The Ohio State University.

The Rt. Rev. C. Andrew Doyle
Bishop of Texas

C. Andrew Doyle, ninth Bishop of Texas, describes his six-word autobiography as, “Met Jesus on pilgrimage, still walking.” Bishop Doyle received his M.Div. from Virginia Theological Seminary after receiving a fine arts degree from the University of North Texas. Previous to his election in 2008, Bishop Doyle served for five years as Canon to the Ordinary. He also served churches in Temple and College Station, and was elected deputy to several General Conventions. He most recently served on the Structure Committee and is currently president of the Compass Rose Society, a global group of patrons and leaders making a difference in the Anglican Communion.

Bishop Doyle’s focus for ministry is service, evangelism, and reconciliation, planting 15 new churches and more than 50 new “missional communities” in the next five years. An avid reader and fly fisherman, Bishop Doyle has written several books, often mixing references from pop culture’s music and movies with the latest in secular leadership trends in order to reach the broadest spectrum of readers and challenge Episcopalians to move into their communities with the Gospel in word and action. His writings include Unabashedly Episcopalian: The Good News of the Episcopal Church, 2012; Orgullosa- mente Episcopal, 2015; Church: A Generous Community Amplified for the Future, 2015; A Generous Community: Being the Church in a New Missionary Age, 2015; Small Batch: Local, Organic, and Sustainable Church, 2016; The Jesus Heist, 2017.

Jerry Park
Associate Professor of Sociology and Affiliate Fellow
Baylor Institute for Studies of Religion

Dr. Jerry Park is an associate professor of sociology and an affiliate fellow of the Baylor Institute for Studies of Religion. He graduated from the University of Virginia with a psychology degree and earned his master’s and PhD degrees from the University of Notre Dame. His research interests include the sociological study of religion, race, identity, culture and civic participation. Recent publications have covered topics such as religion and workplace attitudes, religious attitudes of academic scientists, Asian-American religiosity and religious media consumption. Currently his research focuses on attitudes toward racial and religious minorities. His undergraduate teaching is in the sociology of racial and ethnic inequalities, and at the graduate level, he teaches a seminar on the sociology of culture and religion, and the sociology of race, gender, and religion. He serves as associate editor for the Journal for the Scientific Study of Religion and is an editorial board member for Social Psychology Quarterly.

Matthew Price
Senior Vice President, Research & Data
Church Pension Group

Matthew Price serves as Senior Vice President for Research and Data at the Church Pension Group (CPG). In addition to serving as the Recorder of Ordinations, he is responsible for collecting insights that help inform CPG’s decisions around major policy initiatives in the area of retirement benefits and also has involvement in technical system launches and integrations. He joined CPG in June 2001 as its director of analytical research.

Prior to joining CPG, he was Associate Director, Duke Pastoral Leadership Project, at the J. Ormond Center of the Duke University Divinity School. Previously, he was a Research Associate with the Religion in Urban America Program at the University of Illinois, at Chicago. His background also includes teaching positions at Duke, North Carolina State, and the University of Illinois at Chicago.

He received a BA in sociology from the London School of Economics, an MA in history from the University of Sussex, and a PhD in sociology from Princeton.

The Rev. Jay Sidebotham

Since 2013, the Rev. Jay Sidebotham has served as Director of RenewalWorks, a ministry of Forward Movement. RenewalWorks seeks to build cultures of discipleship in Episcopal congregations, with a singular focus on spiritual growth among congregants. He also serves as Associate Rector at St. James, Wilmington, NC. Previously, Jay served as rector in Illinois and North Carolina. He served as Vicar of St. Bartholomew’s in Manhattan and as Associate Rector at St. Columba’s in Washington DC. and St. Martin’s, Rhode Island. A graduate of Trinity College, Hartford, and Union Seminary, New York, he was ordained to the diaconate in 1989 and to the priesthood in 1990. Prior to seminary study, he worked in New York in animation, illustration, and advertising. He appreciates the opportunity to produce cartoons for the wider church describing the joys and challenges of parish ministry.

Jay has been married to Frances Murchison since 1985. Frances works as a holistic health counselor and yoga teacher. In recent years, she has led retreats for clergy and lay staff.

Investing for Positive Impact

Candice Dial
Associate, Investments Department
The Church Pension Fund

Candice Dial is an Investment Associate of The Church Pension Fund (CPF). Her area of focus is socially responsible investments. She is responsible for sourcing and vetting sustainable, ESG, and impact opportunities. She joined CPF in 2014.

Prior to CPF, she was an Investment Associate at UBS Financial Services and Emigrant Bank. She received her BA in business economics from the University of California, Santa Barbara.

Gordon B. Fowler, Jr.
President, CEO, and Chief Investment Officer
Glenmede Trust Company

Gordon B. Fowler, Jr., is President and Chief Executive Officer of Glenmede and a Director of The Glenmede Trust Company, N.A. With more than $37 billion of assets under management, Glenmede remains independent and exclusively focused on the business of investment and wealth management.

He also serves as Glenmede’s Chief Investment Officer. In this role, he is responsible for investment strategy, fund management, and research.

He joined Glenmede in 2003 following a more than 20-year career with J.P. Morgan, where he served in several management positions, including Global Head of Investment Management for the Private Bank and Head of Quantitative Equity Management for Institutional Asset Management.

Over the course of his career, he has been responsible for the development of numerous equity and asset allocation strategies and has authored and co-authored several pioneering articles on private client and institutional investing.

He received a BA. from Brown University in 1981 and an MS. from New York University Graduate School of Business in 1985. He has served on the board of numerous national and community organizations, including the Curtis Institute of Music, The Church Pension Fund, Philadelphia Futures, the Widows Corporation, and St. James School. Additionally, Mr. Fowler received the Ken Heath Award, which recognizes executives who have championed the advancement of women in finance.

Asad Mahmood
CEO and Managing Partner
Social Investment Managers & Advisors

Asad Mahmood serves as CEO and Managing Partner of Social Investment Managers & Advisors. He is one of the longest serving investors and fund managers in the impact investing industry. He was formerly the Managing Director for Global Social Investment Funds for 17 years at Deutsche Bank, where he led the development of the bank’s social fund management business and created 10 funds with his team that were pioneering and introduced new funding structures to the social finance industry. Mr. Mahmood oversaw disbursement of more than $1.5 billion to socially motivated enterprises and experienced less than half a percent of historic losses.

Christopher Rowe, CFA
Managing Director, Investments
Church Pension Group

Christopher Rowe is a Managing Director of CPG. He is responsible for leading CPG’s socially responsible investment engagement strategy and outreach initiatives. He works to build relationships with companies in which CPG invests, peer organizations, the Episcopal Church, and other stakeholders with similar values. Additionally, he works on behalf of the Chief Investment Officer to oversee various aspects of administration for the Investments Department, including communications and compliance.

Prior to CPG, Christopher was Chief of Staff to the CEO of PGIM, Prudential Financial’s asset management business, where he was responsible for wide-ranging activities, including business administration, external relations, and sustainability. Earlier in his career he worked directly with institutions and faith-based investors on strategies for integrating values with investments.

He received a BA in economics from Haverford College and an MBA in finance from New York University. He is a Chartered Financial Analyst.

Glenn Shannon
Vice Chairman

Glenn Shannon joined Shorenstein in 1994. After spending seven years heading the company’s New York office, he relocated to San Francisco to assume the role of president. He became vice chairman in 2016 and participates in the strategic direction of the company as a member of its executive committee and in the company’s investment activities as a member of its investment committee. In addition, he serves as president of DWS Management Company LLC, a management company that supports and advises the Shorenstein family with respect to its overall business activities.

Prior to joining Shorenstein, he worked for 12 years at the law firm of Shearman & Sterling LLP in New York in its Real Estate Group, the last four years as a partner. At Shearman & Sterling, he represented a wide range of domestic and international clients in acquisitions, sales, financings, joint ventures, and leasing transactions.

He is a member of the executive committee of the Bay Area Council, is a board member of the Lincoln Center Real Estate and Construction Council and the Committee on Jobs, and is a member of The Real Estate Roundtable, Urban Land Institute, and Lambda Alpha International. He is a co-chair of the Bay Area Council’s Workforce for the Future Committee and of The Real Estate Roundtable Political Action Committee (REALPAC). He also serves on the Advisory Board for Kinship Capital and the Real Assets Advisory Committee for Williams College.

He is a board member of Aim High, a tuition-free summer school program for middle school students in underserved Bay Area communities, and of the National Eating Disorders Association (NEDA), an organization that advocates for and supports individuals and families affected by eating disorders.

He graduated from Williams College with a BA and from the University of Michigan Law School with a JD.