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What to Expect?

Faith Driven Investment thought leaders discussing the opportunities for capturing market rate returns in our investment portfolios while staying aligned with our mission, vision and values and having a positive impact.

January 17

8:00am – 5:00pm: Faith Driven Investing Symposium at Founders Inn & Spa

FDI practitioners, allocators, CFOs, investment committee members, and asset managers exploring and extending our understanding of how to engage in FDI more effectively and integrate the investment strategy at our respective institutions. FDI asset managers from various asset classes will be explaining how they achieve investment objectives, while also maximizing impact and achieving competitive investment returns.  

Competitive vs “concessionary” investment returns?

What are the challenges? • What are the opportunities? • How is impact assessed?

Confirmed speakers include:

Distinguished Dinner Speaker: Robert C. Doll, Crossmark Global Investments

Bob joined Crossmark in 2021 as Chief Investment Officer, bringing over 40 years of industry experience to the firm’s investment process. He serves as portfolio manager for multiple Crossmark large-cap strategies and utilizes his investment expertise to provide quarterly investment commentaries, as well as his annual market predictions. Bob is a regular guest and contributor to multiple media outlets, such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, Bob held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

Keynote Speaker: Ashleigh Chapman

Ashleigh S. Chapman, JD is a human rights lawyer, social entrepreneur, and one of USA Today's 60 Women of the Year in 2022. Ashleigh has worked for more than 22 years building the solutions, partnerships, and programs needed to elevate the movement to end human trafficking, accelerate impact, and better care for those in need. She has founded several organizations engaged in promoting human flourishing, including Altus.™, AFRJ®, Justice U™, the Freedom Council™, and Engage Together®.

Jason Myhre, Eventide Asset Management, LLC

Jason Myhre is the Executive Director of the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management to help Christians understand and practice biblically faithful investing. He is also a Founding Member of Eventide Asset Management, an investment firm providing values-based investments rooted in a biblical worldview. Outside his work at Eventide, Jason serves as a Fellow of the Center for Faithful Business at Seattle Pacific University. He also facilitates the Capital Stewardship Hub of the Kirby Laing Centre for Public Theology.

Richard Okello, Sango Capital

Richard is a Co-Founder and Managing Partner at Sango Capital. Prior to co-founding Sango, he was a Principal at Makena Capital, a large private endowment. At Makena, he managed portfolios with substantial emerging markets exposure, and was a member of Makena's 20-person investment forum that reviewed and critiqued hundreds of investment opportunities and invested over US$15 billion into over 300 funds and co-investments across all major public and private asset classes globally. Prior to working at Makena, Richard was a Partner at Bridgewater Associates, a US$150 billion global hedge fund. He sits on several fund advisory boards, portfolio company boards, chairs the investment committee of the African Leadership Academy Endowment and sits on the board of the Human Horizons Foundation.

Steven L. Skancke, Ph.D., Keel Point, LLC

Dr. Skancke is the Chief Economic Advisor at Keel Point. Prior to joining Keel Point, he spent 24 years at G.W. William Miller & Company, a private merchant-banking firm, advising U.S. and international institutional and government clients with liquid portfolios of $50 million to $5 billion. For the 15 years prior, during the Nixon, Ford, Carter and Reagan administrations, he served on the White House National Security Council Staff and economic policy team and at the U.S. Treasury, working on national security, intelligence, development and regulation of banking, tax and law enforcement.

Wesley Lyons, Eagle Venture Fund

Wesley Lyons is a General Partner at Eagle Venture Fund, where he leads Eagle’s investment themes of combating human trafficking and economic opportunities for the poor. He has previously been a general partner in two private equity funds focused on real estate and venture capital. Wes has been the primary operations and compliance partner for every fund in which he has been a partner. Wes’s passion to combat trafficking was born as a naval aviator fighting ISIS in the Philippines, where he witnessed children used in combat and experienced compassion for the youth who were becoming ISIS fighters.

Mark Phillips, 11 Tribes Ventures

Mark Phillips is the Founding Partner of 11 Tribes Ventures, a Chicago-based early-stage venture fund that invests to optimize for both business and founder outcomes. Before launching 11 Tribes, Mark was a strategy consultant, focused on M&A between corporations and growth stage startups. He advised on deals totaling more than $750M, actively supporting clients throughout the due diligence and post-merger integration processes. He earned his MBA from the University of Chicago and has served as an adjunct professor of finance at his alma mater, Wheaton College.

Steve Bruce, Regent University

Steve Bruce is the Executive Vice President for Finance & Administration at Regent University, where he also serves as the University liaison to the Board of Trustees Investment Committee. A 24-year member of the Regent University community, Steve is a career higher-education administrator with experience in academic administration, institutional analytics, admissions and marketing, and budget and planning. He leads a team of professionals who comprise the university Business Office, Administrative Services, Facilities Management, and Information Technology. Steve serves as president of a local foundation benefitting the Tidewater Childhood Speech and Language Disorders Clinic at Old Dominion University, is a past chair of the Portsmouth Wetlands Board, and is a regular volunteer with The Chesapeake Bay Foundation’s oyster restoration initiatives. 

Robert Tull, Jr., CFP, Tull Financial Group / Chair Oral Roberts University Investment Committee

Robert (“Robin”) Tull, Jr. is founder, president and CEO of Tull Financial Group, Inc., in Chesapeake, Virginia. He also sits as the current Chair of the Oral Roberts University Endowment Investment Committee. Robin received an MBA with a concentration in finance from The University of Houston. He has been recognized nationally as a former “Ask the Expert” on Quicken.com’s retirement website. Robin has also contributed to national publications such as The New York Times, USA Today, The Wall Street Journal, Reader’s Digest, CNNfn, SmartMoney Interactive, CBN NewsWatch and Financial Planning magazine. 

Michael Tremain, Managing Partner, Private Equity at Sovereign's Capital

Michael Tremain is a Partner at Sovereign’s Capital where he concentrates on investment sourcing and portfolio management with a focus on lower middle market opportunities. His career includes stints with TrinRock Capital, Andersen Consulting, the Walt Disney Company, Hard Rock Cafe International and he has led a number of privately held companies in the technology, wholesale distribution, oil & gas, healthcare, residential construction and commercial services sectors.



Michael earned his BS in economics from the University of North Carolina at Chapel Hill and his MS in International Political Economy from the London School of Economics. He and his wife, Kristin, and four children live in Lookout Mountain, Georgia and attend Rock Creek Fellowship. Michael is a member of C-12 Group and the CEO Forum and also serves on the board of directors of the New Canaan Society.

John Grady T. Welden

John Grady T. Welden is a manager on WeldenField Development’s Acquisitions and Development team and has served in such capacity since May 2019. John Grady has managed all aspects of the capital raising, acquisition, renovation and asset management on over $200M in acquisitions since joining WeldenField. Prior to WeldenField he worked as an acquisition analyst at Covenant Capital Group in Nashville, TN and was involved in six transactions totaling approximately $100 million in purchases across nearly 1,000 units. He received his M.S. in Finance from Vanderbilt University’s Owen Graduate School of Management and B.S. in Finance and Economics at the University of Alabama. John Grady attends Redeemer Community Church in Birmingham, AL with his wife, Lelie and son, Thomas.

Chuck Welden

Chuck Welden holds a B.S. from the University of Alabama in Commerce and Business Administration, a J.D. from George Washington University School of Law, and LL.M in Taxation from New York University School of Law.

After practicing law at the Birmingham law firm of Burr & Forman, Chuck joined WeldenField, a Birmingham-based family real estate company. He focuses on alternative investments and real estate opportunities that include both acquisition and development in multifamily, single family, hotel, active adult, and land. He currently serves on the Board of the Alabama Wildlife Federation and the National Christian Foundation of Alabama.

Chuck and his wife, Lauren, reside in Birmingham, Alabama. They have four children and nine grandchildren. Lauren is from Hattiesburg, Mississippi. They attend Third Presbyterian Church. Chuck and Lauren have visited over 14 countries while working on missions and/or Business as Mission. Chuck enjoys tennis and most any hunting or fishing adventure–his favorites are gator hunting and redeye bass fishing. Lauren enjoys investing in others, especially younger women and children. She devotes time each week to Discovery Club where she leads a Bible study for elementary age children in urban schools in the Birmingham area.

Colin Crawley

Colin Crawley  is the Chief Spiritual Architect on the Fund and will focus primarily on the integration of the social and spiritual dimensions of our Business as Mission strategy. He is the principal of businessandmission.org and Director of DKON, a UK-based Business as Mission company. Colin served for 8 years as the CEO of CRM UK, a UK-based missions’ agency, and for 5 years as the Executive Director of Enterprise International where he led the founding of Business as Mission projects in Africa, Asia, and the US. Colin's unique combination of business and missions experience enables him to equip businesses, churches, and non-profits with effective and measurable ways to see the gospel spread throughout the communities they influence.