Join hosts Richard Cunningham and Luke Roush alongside special guests Andrew Behrman and Jonathan Carvalho Pruna of Sovereign’s Capital for FDI’s November Marks on the Market episode. With over 130 general partners from across private equity, venture capital, real estate, and private credit in attendance, this episode captures the heart of a movement where faith and capital are converging for Kingdom impact.

Key Topics:

• How faith-driven GPs are creating operational value in the current higher-for-longer rate environment
• Spiritual integration practices: broad-based employee ownership and workplace chaplaincy
• The explosive growth of secondary markets addressing liquidity needs
• Private market trends across healthcare, education, and other sectors
• Building cultures that serve employees, investors, and Kingdom purposes

Notable Quotes:

"If not us, who? If not now, when? The Lord has given each of us an opportunity to be impactful in the spheres where he has us operating." - Luke Roush

"You got to step into a space and create real value with the operations of the company that you're partnering with, or you're just not going to be an outperformer in private equity venture capital for much longer." - Andrew Behrman

"I would just challenge folks to really land into the ways that they can love on their investment teams and their portfolio companies." - Jonathan Carvalho Pruna

Episode Description:

More than 130 faith-driven fund managers gathered at Wheaton College for the 3rd Annual Faith Driven Investor Fund Manager Gathering, representing a movement that spans venture capital, private equity, real estate, and private credit. This episode takes you inside that catalytic gathering, where vulnerability, operational excellence, and spiritual integration practices took center stage.

Richard Cunningham leads a conversation with Luke Roush (Managing Partner, Sovereign's Capital), Andrew Behrman, and Jonathan Carvalho Pruna from Sovereign's fund-to-funds team. Together, they unpack key themes from the gathering: how operational value creation is becoming the primary driver of private equity returns in today's rate environment, why secondary markets are experiencing explosive growth, and how faith-driven managers are pioneering spiritual integration through broad-based employee ownership and workplace chaplaincy programs.

The episode features insights from panels covering healthcare and education investing, secondary markets, real estate strategies, and founder care in venture capital. Hear how Riverside Value Fund is rolling out employee ownership across portfolio companies, how Brinley Fire Services employees are living out faith-driven culture through chaplaincy, and why the democratization of private markets is creating new opportunities for Kingdom-minded capital allocators.

Whether you're a fund manager seeking community, an LP evaluating faith-driven strategies, or an investor curious about integrating faith and finance, this episode offers a compelling vision for how God is moving through the private markets.

Join host Justin Forman as he sits down with John Coleman, a leading investor in faith-driven entertainment, on the set of The Chosen to explore the explosive growth happening in faith and family content. This conversation reveals how Christians are reclaiming their place as culture-shapers through strategic capital deployment in Hollywood.

Key Topics: • The shift from philanthropic "passion projects" to commercially viable platform-based investing in entertainment • How Wonder Project raised $100 million from faith-driven investors to unlock hundreds of millions more from Amazon and Sony • Why investing in platforms (not individual projects) creates sustainable cultural impact • The business infrastructure required to make faith-driven content commercially successful • How to apply private equity rigor to entertainment investing while maintaining creative authenticity

Powerful Quotes:

"My philosophy right now is bet on platforms, not projects. How can I ally with teams that are producing at the highest level of what they do and allow them to do the hard work of sorting through projects across multiple different projects." - John Coleman

"The studio system puts $250 billion into content around the world every year. A lot of people have made a great deal of money in these production studios, but Christians had not really cracked the code." - John Coleman

"If these projects are philanthropic, that money runs out one day. If you can create a return on investment consistently enough to get institutions confident in this as an asset class, that will unleash more capital." - John Coleman

About John Coleman:

John Coleman is a leading investor in the faith-driven entertainment space, helping to raise capital for platforms like Wonder Project that partner with major studios including Amazon Prime Video and Sony. His investment philosophy emphasizes backing proven teams and platforms rather than individual projects, applying venture capital rigor to create commercially sustainable faith-driven content. Coleman believes that by applying business discipline to entertainment investing, the faith community can unlock institutional capital and create a self-sustaining ecosystem that shifts culture while generating market-rate returns for investors.

Join hosts Richard Cunningham and John Coleman alongside special guest Tim Macready for FDI's October Marks on the Markets episode. This roundtable discussion examines Q4 2025's complex investment landscape: Fed rate cuts colliding with government shutdowns, sticky inflation at 2.9%, and markets continuing their remarkable 14% year-to-date climb despite mounting uncertainties.

Key Topics:

• Federal rate cuts and their impact on private credit markets and real estate
• The bifurcation of the US economy: wealth creation at the top versus challenges for lower-income households
• AI revolution's early effects on employment across different sectors and wage bands
• Private markets landscape: venture capital resurgence, private equity stagnation, and real estate headwinds
• Tariffs, H-1B visa changes, and the reshoring debate's practical implications
• Faith-driven investing movement update: growth in ETF options, impact measurement frameworks, and theological deepening

Notable Quotes:

"The workforce in this country is so mobile relative to other parts of the world, willing to move for economic reasons... there's so much entrepreneurial drive, and this impetus to create and create new ideas and new products." - Tim Macready

"I'm of the personal opinion it would actually be quite healthy for financial markets if we saw a 10, 15% correction over the next 12 months or so concentrated in those really highly valued growth stocks at the top end." - John Coleman

"We're seeing more products, more assets, more options. We're also seeing a deepening of the recognition of integrity, impact integrity, of authenticity, of being able to articulate not just, hey, we're a Christian organization and we're investing, but what that means in practice." - Tim Macready

Episode Description:

As Q4 2025 begins, faith-driven investors face a paradox: soaring public markets alongside economic bifurcation, technological disruption, and policy uncertainty. This October Marks on the Market episode brings together three seasoned investors to dissect what's really happening beneath the surface of headline numbers.

Richard Cunningham, John Coleman, and Tim Macready examine the Fed's recent rate cut against the backdrop of a government shutdown, 3.8% GDP growth, and inflation that refuses to fully retreat. The conversation moves beyond macro headlines to explore what matters for faith-driven capital deployment: Are small and mid-cap stocks finally poised for their moment? How will AI's early employment impacts ripple through different economic strata? What does authentic impact measurement look like as the faith-driven investing movement matures?

The discussion tackles private markets with particular nuance. Venture capital is resurging as IPO markets reopen, but private equity remains sluggish as firms wait for better exit conditions. Real estate continues working through its post-pandemic adjustment, while private credit faces questions about sustainability as rates potentially decline. John shares profound reflections from a recent World War II historical tour, connecting lessons about human courage and evil to today's calling for faithful stewardship. Tim provides encouraging updates on the faith-driven investing ecosystem's growth, including new ETF launches and the Christian Impact Framework's development for authentic impact measurement.