News and Media

News

  • The Digitalization of Traditional Assets Is Here – And It’s Decentralized
    DTCC is the leader in clearing & settlement for financial markets. In 2011, DTCC settled the vast majority of securities transactions in the U.S. and close to $1.7 quadrillion in value worldwide, making it by far the highest financial value processor in the world. DTCC just wrote “Project Whitney”, a fascinating but flawed white paper […]
  • Be Ready When Your Opportunity Is Provided
    As the Wall Street Journal reported, SpaceX & NASA will had to wait at least a few more days for their historic spaceflight. “The countdown at Kennedy Space Center in Cape Canaveral, Fla., had its share of suspense Wednesday, as weather forecasts hours before predicted only a 50/50 chance of acceptable conditions. The next opportunity […]
  • We’re Entering “Crypto Spring”
    The co-founder of Reddit, Alexis Ohanian, believes we’re entering “Crypto Spring”. His company announced recently a tip system for journalists on the Ethereum blockchain. From reports: “Alongside this comes significant attention at the integration of cryptocurrencies into the mainstream world. Furthermore, investment firms, crypto companies, and crypto exchanges are all vying to leave their mark […]
  • Inveniam Provides Data Integrity and Price Discovery Tools
    Institutional Investor recently wrote that the market for trading private equity stakes has largely dried up. Investors are waiting to learn the extent of damage done to holdings in the coronavirus turmoil, according to asset management firm Commonfund. From the report: “The lull in secondary trading may extend past June as private equity firms slowly […]
  • More Than Ever, Data Matters
    Great article in Marker on the stunning impact COVID-19 has had on commercial real estate. As you read the piece, it becomes further evident the crucial role data validation and integrity play in determining value for real estate assets, particularly now. At Inveniam, we create software that allows large family offices, asset managers, and ultra-high […]

Inveniam Thought Leadership


Media

$66 Million Building to Be Tokenized on Ethereum Blockchain in Record Deal

February 26, 2019 — Coindesk – Inveniam Capital Partners is tokenizing some $260 million in four private real estate and debt transactions, starting with a WeWork-occupied building in downtown Miami, Florida. The firm intends to sell tokenized shares of the building, valued at $65.5 million, likely the largest piece of real estate to be financed this way to date.

Washington Inc. embraces cryptocurrencies

May 22, 2018 — POLITICO – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in this POLITICO article discussing lobbying efforts on Capitol Hill with regard to blockchain and cryptocurrency initiatives.

12 Startups Utilizing Blockchain Technology in New Ways

March 15, 2018 — Entrepreneur – Inveniam Capital Partners is featured as one of 12 up-and-coming startups utilizing blockchain technology in brand new ways. The article highlights Inveniam’s achievement as the first organization to successfully structure and tokenize a debt instrument that is capable of being listed on global markets.

Investing in the Midwest: Opportunities Abound

April 4, 2017 — Investment News – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in this Investment News article discussing a rebounding Midwest economy and a resulting upsurge in significant investment and venture capital opportunities.

The Vatican’s Former Financial Adviser Now Targets Middle America

March 29, 2017 — Benzinga – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article highlighting the firm’s strategy to deliver best-in-class service to the underserved financial spaces of Middle America.

Find serenity with a look inside Clear Creek monastery, a global attraction in rural Oklahoma

April 16, 2016 — Tulsa World – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway served as advisors to the Benedictine monks at Clear Creek Abbey and helped finance the first two phases of construction for their updated facilities.

George looking to Wall Street to shore up archdiocese finances

January 29, 2012 — Chicago Tribune – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway helped the Archdiocese of Chicago earn an A1 rating from the Moody’s, positioning the Archdiocese for a proposed $151.5 million bond offering.​

Goldman Profits Soar 91% in Period to $3.46 Billion

April 21, 2010 — Wall Street Journal – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in this front-page Wall Street Journal article discussing the 2010 record quarterly profit by Goldman Sachs and questions surrounding the fraud lawsuit filed against Goldman by the Securities and Exchange Commission. ‘Patrick O’Meara, president of financial-advisory firm O’Meara, Ferguson, Whelan and Conway, which works with 42 Catholic dioceses in the U.S., said none of them “is currently rethinking their relationships with Goldman Sachs.” … “There is a great deal of suspicion with the manner in which the charges were filed and the timing of the charges,” he said.’​

The Light of Christ Abounds in Oakland’s New Cathedral

February 18, 2009 — Wall Street Journal – Under the leadership of founder Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway financed the Diocese of Oakland’s construction of the $175 million Cathedral of Christ the Light.

Pennies Backed by Heaven

May 16, 2008 — Wall Street Journal – Patrick O’Meara, founder of the firm O’Meara, Ferguson, Whelan and Conway, is featured in this Wall Street Journal article highlighting the significant increase in activity in the bond market by the U.S. Catholic Church. ‘Mr. O’Meara says that dioceses can typically borrow for 30 years at fixed rates of about 4.5%. Most of the largest commercial and investment banks are now active in the market. “Big institutions are getting into this market because it’s huge,” he says.’

Archdiocese of Detroit — Changing Lives Together Capital Campaign

Changing Lives Together is a $135 million campaign by the Archdiocese of Detroit. Consultants from O’Meara, Ferguson, Whelan, and Conway, a financial service firm founded and led by Patrick O’Meara, provided personalized training and support for each of the five waves of individual parish campaigns. The firm managed and assisted in all phases throughout the initiative, providing guidance and training enabling the successful completion of the campaign.

National Association of Private Catholic and Independent Schools

Patrick O’Meara, Inveniam Capital Chairman & Chief Executive Officer, sits on the Council of Scholars for the National Association of Private Catholic and Independent Schools (NAPCIS).

New EJC Catholic High School

May 3, 2014 — The Examiner – In 2010, the firm of O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, conducted a study and demographic analysis to identify the site for a new Catholic high school for the Diocese of Kansas City – St. Joseph.

The Kindling of the Fire Is the Will: Attributes of Leadership in the Church

April 29, 2014 — National Catholic Register – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is co-author of this article which provides an in-depth review of the application of key leadership qualities, specific to leadership within the Catholic church.​

Oklahoma monks’ Spartan life is Christian “witness to the world”

March 31, 2013 — The Oklahoman– Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway served as advisors to the Benedictine monks at Clear Creek Abbey and helped finance the first two phases of construction for their updated facilities.​

A mission to save Catholic schools

January 20, 2013 — Chicago Tribune – The Archdiocese of Chicago Office of Catholic Schools was a prominent client for O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara.

Catholic Leaders Assess Fiscal Cliff Outcome — and Prepare for Next Standoff

January 9, 2013 — National Catholic Register– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is quoted in a National Catholic Register article addressing the response of the Catholic church to the January 1, 2013 short-term federal budget agreement.

What ‘The Economist’ Meant to Say …

December 3, 2012 — National Catholic Register – Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara responds to and critiques the assertions made in the August 18, 2012 Economist article, “Earthly Concerns”.​

Integration of Catholic Identity, Operational Excellence, Finance, and Development in Creating a Vision for Catholic Education

March 24, 2012 — National Association of Private Catholic and Independent Schools – Slides from a presentation given by Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara at a 2012 National Association of Private Catholic and Independent Schools conference.

Catholic School Officials Gather in San Antonio to Begin the Revitalization of
U.S. Catholic Schools

February 9, 2012 — PR Web – Press release announcing a 3-day conference hosted by O’Meara, Ferguson, Whelan and Conway, a financial services firm founded and led by Patrick O’Meara. The event, “Sustaining the Mission: Integrating Finance, Development, Planning, and Operations to Strengthen Catholic Education”, brought together Catholic school administrators from around the country and was designed to assist Catholic school systems in designing financial management plans while maintaining their Catholic mission and identity.

O’Meara Ferguson Releases Groundbreaking Analysis of Catholic Education

January 17, 2012 — PR Newswire – Press release marking the completion of “Revitalizing Catholic Schools,” a report providing groundbreaking statistical analysis of more than 300 schools nationwide in order to provide mechanisms to drive improved operating results. The report was developed by O’Meara, Ferguson, Whelan and Conway, a financial services firm founded and led by Patrick O’Meara.

Catholic Archdiocese of Milwaukee raises $46 million

May 22, 2010 — Milwaukee Journal Sentinel – Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway was instrumental in helping the Archdiocese of Milwaukee achieve its Faith in Our Future campaign goal of $105 million.​

2010 Lenten Symposium

Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara was a lead presenter for the 2010 Lenten Symposium at the Holy Trinity Apostolate, a lay organization to bringing the ‘splendor of truth’ of the Roman Catholic Church to the faithful through the various media as directed by Vatican Council II.

Campaign reaps spiritual, financial rewards

November 12, 2009 — Catholic Herald – Founded and led by Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway provided sound counsel that ensured a strong launch to the Archdiocese of Milwaukee’s $105 million Faith In Our Future campaign in 2007.​

Ann Arbor sisters can’t build fast enough to house new members

August 27, 2009 — Catholic News Agency – Founded and led by Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway provided critical guidance and leadership in acquiring the financing for the construction of the Motherhouse for the Dominican Sisters of Mary, Mother of the Eucharist in Ann Arbor, MI.​

Bringing a Saint’s Life to the Screen

August 21, 2009 — New York Times – Under the leadership of the firm’s founder Patrick O’Meara, consultants from O’Meara, Ferguson, Whelan and Conway served as advisor to the executive director and raised the necessary capital for the film There Be Dragons.

Accountability reports track time, talent and treasure

August 12, 2009 — Our Sunday Visitor– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article discussing the practice by the Diocese of Austin of conducting an annual “Accountability Report”, an accounting of the stewardship of the human and temporal resources of the parishes over the past year.​

Benefits, pitfalls of operating like a business

November 23, 2008 — Our Sunday Visitor– In a 4-part series examining “Church and Finance”, Our Sunday Visitor focused on the Diocese of Austin’s entry into the capital markets. In 2005, the diocese borrowed the proceeds of a $108 million government-sponsored bond issue in low-interest, long-term, tax-exempt bonds. The bonds were used to pay off the diocese’s higher interest debt and to build and repair facilities throughout the Diocese. O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, brokered the deal which was featured on the April 2005 cover of The Bond Buyer and nominated by Goldman Sachs as their nomination for “Deal of the Year.” The firm was also featured in a separate part of the series discussing the urging of dioceses to incorporate lessons from corporate and nonprofit worlds to finance schools.​

Catholic economy holds onto ‘rosy’ future

June 1, 2008 — Our Sunday Visitor– Inveniam Capital Chairman & Chief Executive Officer Patrick O’Meara is featured in this article discussing the successes of Catholic small businesses despite a struggling U.S. economy.

Oakland Diocese Preps $110M Sale

November 8, 2007 — The Bond Buyer–  Founded and led by Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway facilitated a $110 million financing for the Diocese of Oakland toward the construction of the Cathedral of Christ the Light in downtown Oakland. “Historically, dioceses and Catholic institutions have saved up money in advance to pay cash for necessary capital projects,” O’Meara said. “The cathedral financing reflects a growing willingness among Catholic dioceses to use the capital markets to their advantage.”

$10 million in upgrades for Mother of Good Counsel

August 12, 2007 — St. Louis Business Journal – Under the leadership of O’Meara, Ferguson, Whelan and Conway, founded and led by Patrick O’Meara, Mother of Good Counsel Home in north St. Louis County successfully raised the $10 million needed to expand and renovate its facilities.

Diocese Sets Ambitious Growth Plan

August 26, 2006 — The Ledger – Led by founder Patrick O’Meara, the firm of O’Meara, Ferguson, Whelan and Conway facilitated the financing and strategic consulting work surrounding the Diocese of Orlando’s planned nine-figure capital campaign and transformation project.

Thought Leadership