November 3, 2017
St. Mark's Episcopal Cathedral
Insights & Ideas - Highlights
Prayers and Introductory Remarks
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.
Martha Bedell Alexander
North Carolina House of Representatives
Martha Bedell Alexander is a member of Christ Church, Charlotte. She is serving her second term as a Trustee of the Church Pension Fund and is a lay deputy to the 2018 General Convention. Martha has served as a deputy to five General Conventions and as an alternate to two General Conventions. In 2015 she was the deputy chair of the Legislative Committee #6 on World Mission. She has also served as Secretary and Chair of the Standing Commission on World Mission.
She is a member of the Task Force on The Episcopal Church in Cuba, is a board member of the Global Episcopal Mission Network, has been active in missions to Central America and is the Companion Diocese Coordinator for Province IV. She has served as President of the Standing Committee of the Diocese of North Carolina for 2¾ terms and is currently a member. She also serves on the Botswana Committee of the Diocese of North Carolina. She is presently serving on the Remembering Our Past Committee of the 75th Anniversary Committee of Christ Church.
She has had what she terms a “checkered career.” She taught in elementary schools in Florida and Canada, worked as a high school librarian in Montreal and then raised a family while remaining involved in the communities in which she lived. In the late 1970’s she was the Chaplain’s Assistant at Presbyterian Hospital. Later, Martha served as the Executive Director of the Charlotte Council on Alcoholism (now Anuvia) before her journey into politics where she served for 20 years in the North Carolina House of Representatives.
She received her BS Degree in Education from Florida State University, an MA in Human Development and Learning from the University of North Carolina at Charlotte and an MA degree in Liberal Studies from the University of North Carolina at Greensboro. She is currently a doctoral student at Northeastern University–Charlotte, where she serves as a Graduate Student Ambassador. She has two children and five grandchildren.
When not working, studying, serving on community boards or volunteering, she enjoys reading, traveling, being with friends and family, and meeting people.
Mary Kate Wold
CEO and President
Church Pension Group
As Chief Executive Officer and President of CPG, Mary Kate Wold leads a $13 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 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 from Hamline University in St. Paul, Minnesota, summa cum laude, 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 Rev. Dr. Don H. Compier
Bishop Kemper School for Ministry
The Rev. Dr. Don H. Compier serves as Dean of the Bishop Kemper School for Ministry, Canon Theologian of the Diocese of Kansas, and a Deputy to the 2018 General Convention. He also serves on the boards of St. Francis Community Services and the Association of Episcopal Deacons.
From 1992 to 2001 he taught Master’s and Ph.D. courses in theology, philosophy, social theory and modern church history at the Church Divinity School of the Pacific and the Graduate Theological Union in Berkeley, CA. He has also offered classes at Saint Paul School of Theology and Eden Theological Seminary. He chaired the graduate program in religion at Graceland University from 2002 until 2014, leading the development of an innovative online curriculum.
He has published several books, including Listening to Popular Music (Fortress Press, 2013), selected as one of the ten best books in ethics in the annual book review issue of Christian Century, and a co-edited volume, Empire and the Christian Tradition (Fortress Press, 2007), which was named the best reference book of the year by the Academy of Parish Clergy. He was a member of the select Workgroup on Constructive Christian Theology from 2000 to 2016, working on several co-authored volumes. He is currently researching the history of the doctrine of the Eucharist in the Anglican communion, and the promotion of holiness in prayer book devotion.
A passionate world citizen, he has offered workshops and consulted with theological educators in many nations. In September 2011 he addressed the meeting of the House of Bishops in Quito, Ecuador. He has long been involved in Latino ministry and culture.
Rev. Don attended primary schools in the Netherlands, where many family members still reside. He has been married to Yolanda Santos of Mexico City for 37 years. Daughter Nancy Gall (teacher of French and Spanish), son in law AJ Gall (power plant engineer) and 17-month-old granddaughter Elise live nearby.
He received a Ph.D. in Theology from Emory University, an M.A. in Religion from Park College and a B.A. in religion and European history from the University of the Paci c.
Kenneth W. Inskeep
Director for Research and Evaluation, Office of the Presiding Bishop
The Evangelical Lutheran Church in America
Kenneth W. Inskeep is the director for Research and Evaluation in the Office of the Presiding Bishop in the Evangelical Lutheran Church in America. He has been with the Evangelical Lutheran Church in America since 1988.
His publications include Chasing Down a Rumor: The Death of Mainline Denominations with Robert Bacher (2005, Augsburg Fortress, Minneapolis, Minnesota). He is the author of many studies on the activities, programs and membership of the ELCA including The Social and Religious Context of the Evangelical Lutheran Church in America and the Faith Communities Today Survey of Evangelical Lutheran Church in America Congregations.
He received a Ph.D. in Sociology from Loyola University of Chicago, an M.A. in Sociology from Marquette University, Milwaukee, WI, and a B.A. in Sociology, magna cum laude from Trinity College, Deerfield, IL (now Trinity International University), and is a member of Alpha Kappa Delta, the sociological honor society.
Senior Vice President for Research and 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 Rt. Rev. Brian N. Prior
The Episcopal Church in Minnesota
The Rt. Rev. Brian N. Prior is the IX Bishop of the Episcopal Church in Minnesota. Before becoming Bishop, he served as the founding Rector of the Episcopal Church of the Resurrection in Spokane, WA, Executive Director of Camp Cross, the Director of Education and Development for the Episcopal Diocese of Spokane and the Chaplain and Vice President for the Episcopal Church’s House of Deputies and on the Executive Council for the Episcopal Church.
He currently serves as President of Province VI and Chair of the Planning Committee for the House of Bishops. He is also a Trustee for the Church Pension Group and is the Chair of the Visionary Council for the Episcopal Camp and Conference Centers.
Bishop Prior is married with two sons and is an avid cyclist, runner and swimmer with a lifelong passion for working with young people.
Sandra S. Swan, D.L.H.
Episcopal Relief and Development
Sandra Swan is Vice Chair of the Board of Trustees of The Church Pension Fund. In her eight years as a trustee she has served as Vice Chair of the Audit Committee, as a member of the Benefits Policy Committee, the Compensation and Workplace Values Committee, and the Finance Committee, and as a member of the Board of Directors of Church Publishing Company.
She retired as President of Episcopal Relief and Development after having led the organization in its transformation from The Presiding Bishop’s Fund to an internationally recognized relief and development program. She served as Trustee of Jerusalem 2000, a joint program of the Episcopal Church and the Church of England to support capital projects in the Holy Land. She presented the Mollegen Lecture at Virginia Theological Seminary in 2014.
Her career as a turn-around specialist for struggling non-profit organizations gave her experience in fields as diverse as children’s welfare, regional theater, and international business consulting. As director of the American Airlines Foundation, she developed and implemented new strategies for targeted donations to improve measurable results.
Her experience in non-profit programming led her to write The New Outreach: Doing Good the Better Way: An ABC Planning Guide, a popular book among Episcopal Church Outreach Committees.
Sandra’s volunteer resume includes being president of the Junior League of New York City, overseeing 2,100 volunteers active in 41 community service programs.
She was awarded an honorary doctorate by Berkeley Divinity School at Yale for her exemplary work in international development and relief. She earned an MBA from the Stern School of Business at New York University, an MA from Baylor University, and a BA from the University of Nebraska, all cum laude. Her graduate school theses were awarded highest honors.
She lives in Chocowinity, NC, with her husband, Bruce. They have three children and two grandchildren.
Investing for Positive Impact
Daryl J. Carter
Founder, Chairman and CEO
Avanath Capital Management, LLC
Daryl J. Carter is the Founder, Chairman and CEO of Avanath Capital Management, LLC, a Southern California based investment Firm focused on workforce and affordable multifamily properties. He directs the strategy, investments, and operations of the firm. Since its formation in 2008, the Company has acquired $1 billion of multifamily properties. Mr. Carter is also a Managing Partner of McKinley-Avanath, a property management company focused on the affordable apartment sector, an entity owned jointly by Avanath and McKinley, Inc.
Mr. Carter has 36 years of experience in the commercial real estate industry. Previously, he was an Executive Managing Director of Centerline Capital Group (Centerline) and head of the Commercial Real Estate Group. He became part of the Centerline team when his company, Capri Capital Finance (CCF), was acquired by Centerline in 2005. He co-founded and served as Co-Chairman of both CCF and Capri Capital Advisors (CCA). He was instrumental in building Capri to a diversified real estate investment firm with $8 billion in real estate equity and debt investments under management. Prior to Capri, Mr. Carter was Regional Vice President at Westinghouse Credit Corporation in Irvine and a Second Vice President at Continental Bank in Chicago.
He holds dual Masters Degrees in Architecture and Management, both received from the Massachusetts Institute of Technology (MIT). He received a Bachelor of Science degree in Architecture from the University of Michigan. He is a Past Chairman of the National Multifamily Housing Council. He serves on the Visiting Committee of the MIT Sloan School of Management. Mr. Carter also serves as an independent director of two public companies, Whitestone REIT (NYSE:WSR), a retail/office REIT, and Silver Bay Realty Trust Corporation (NYSE:SBY), a single-family rental REIT.
Casey C. Clark, CFA
Director of Sustainable & Impact Investing
Casey C. Clark, CFA, is the Director of Sustainable & Impact Investing. He is responsible for providing strategic oversight of Glenmede’s Impact Investing efforts, aligning portfolios with environmental and social goals across public and private markets. He is a regular commentator for print and broadcast media including CNBC, CNN, and MarketWatch and has authored numerous investment and impact-related publications. Previously, he served as a macroeconomic Research Analyst for Glenmede’s Investment Strategy team responsible for formulating the asset allocation for over $25 billion in client assets.
He earned an MBA with concentrations in Business Analytics and Entrepreneurship from the NYU Stern School of Business. He graduated from The Pennsylvania State University, where he received a B.S. in finance and retains the Chartered Financial Analyst® designation.
David Reiling is a social entrepreneur with a long history of innovation in community development finance. As CEO of Sunrise Banks, David’s visionary leadership has positioned his social enterprise for long-term financial sustainability and positive social impact.
Under David’s leadership, Sunrise Banks became the first Minnesota bank certified as a Community Development Financial Institution (CDFI), the first Minnesota B Corp and the first Minnesota bank to join the Global Alliance of Banking on Values. David has been recognized by Trust Across America as one of 2014’s “Top 100 Thought Leaders in Trustworthy Business”, earned an Ernst & Young “Entrepreneur of the Year” award, been named Finance & Commerce’s “Innovator of the Year,” recognized as a Minneapolis/St. Paul Business Journal’s “40 Under 40” honoree, earned the Corporate Citizenship Award from the U.S. Chamber of Commerce’s Center for Corporate Citizenship and won a Stevie Award for Best Corporate Social Responsibility Program.
A recognized leader in opening the doors of financial inclusion to help the unbanked and under banked gain access to convenient, transparent and reasonably-priced financial services nationally and globally, David has appeared on Minnesota Public Radio and the BBC, and has been quoted in the Minneapolis Star Tribune, Twin Cities Business Magazine and the Minneapolis/St. Paul Business Journal. He has authored articles for Green Money Journal, the St. Louis Federal Reserve, on Philanthropy.com and paybefore.com. He has been invited to speak at SRI in the Rockies, the University of St. Thomas Symposium on Social Entrepreneurship, CFSI - 24th Annual Card Forum, the St. Louis Federal Reserve and Minnesota Campus Compact. He has lectured on community development banking topics to numerous schools, nonprofits and civic organizations.
David has served on the Board of Directors of the Minnesota Bankers Association, University of Wisconsin-Madison’s Graduate School of Banking and the Capitol Area Planning & Architectural Board. He is also a member of numerous civic and professional associations including the St. Paul Chamber of Commerce and the Midway Chamber of Commerce, Community Development Bankers Association, Entrepreneurs’ Organization, Young Presidents’ Organization, Strategic Coach and the Global Alliance for Banking on Values. David currently serves on the Consumer Financial Protection Bureau’s (CFPB) Community Bank Advisory Council with other national leaders in banking to ensure that the “unique perspectives” of depository institutions with less than $10 billion in assets are shared brought to the attention of the CFPB.
David is a graduate of the University of San Diego, University of Southern California – Graduate School of Business, and University of Wisconsin, Madison – Graduate School of Banking, and has been in the financial services industry for 25 years. He is an avid surfer, bicyclist and traveler.
VP, Affordable Housing & FHA Financing
John is based in Dallas, TX. He is responsible for originating commercial real estate loans with a specialization in affordable housing and market rate multifamily. John is focused in the Southwestern and Southeastern regions. He has over 8 years of experience in commercial real estate finance upon which he has been involved in the financing of over $500 million in multifamily properties.
Before his role as an originator, John served as the Director of Affordable Housing Analytics leading a team of production analysts supporting one of the largest dedicated affordable housing mortgage banking production teams in the country.
Prior to joining Bellwether Enterprise, John was a Production Analyst at KeyBank Real Estate Capital where he was responsible for structuring Fannie Mae, Freddie Mac, FHA, Life/Pension and CMBS loans for multifamily properties throughout the Central and Western US.
The Church Pension Fund
June Yearwood serves as Managing Director of The Church Pension Fund (CPF). Her areas of focus include private equity, real estate and real assets. She joined CPF in 2006.
Prior to CPF, she served as Vice President, Finance and Administration of the Alfred P. Sloan Foundation. Before this, she served as Investment Director for the Foundation.
She received a BA in History from Yale University and an MBA from the Stanford Graduate School of Business.