Sustainable Grace

Episode Summary This webinar features Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Mario Giannini, Executive Co-Chairman & Former Chief Executive Officer of Hamilton Lane, as they share their perspectives on private markets — why they matter, how they fit within a long-term institutional portfolio, and what Catholic investors should be thinking about in today's env...

This "Mission in Focus" podcast—moderated by Tim Connors—featuring Jeff Rauenhorst in a fireside-style discussion highlighted the impactful work of the Catholic Climate Covenant and other uplifting endeavors. Timed to honor the 10-year anniversary of Laudato Si', this event explored how Catholic fiduciaries can support creation care through mission-aligned investment and energy stewardship. Jeff s...

This podcast features Jack Brennan (Founding Chair, CIS, and Chairman Emeritus, The Vanguard Group) as he breaks down the fundamentals of investing in a straightforward manner, and shares insights on investment best practices, performance, and more. The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitatio...

This virtual coffee hour features Scott Malpass (CIS Co-Founder and Former CIO of the University of Notre Dame) Ed Grefenstette (President & CIO, The Dietrich Foundation), and Adam Berger (Senior Managing Director, Multi-Asset Strategist, and Portfolio Manager, Wellington Management) as they discuss the markets, outlook, and emerging opportunities. The information in this Communication is provided...

This podcast features Jack Brennan (Founding Chair, CIS and Chairman Emeritus, The Vanguard Group) and Joseph H. Davis, Ph. D. (Global Chief Economist and Global Head of the Investment Strategy Group, The Vanguard Group), as they provide insights on the macro and micro outlook for the new year, capital market trends, investment challenges, risks, and best practices for institutional investing. Hig...

In this podcast, Paulita Pike, CIS Trustee and Managing Partner of Ropes & Gray, moderates a panel from our 2024 Symposium on What Keeps Us Up At Night. Panelists include Adam Berger, Senior Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, Michelle Knight, CEO & Chief Economist at Ropes Wealth Partners, and Paul Schott Stevens, CIS Trustee and Retired CEO o...

In this keynote, Juhi Dhawan, Senior Managing Director, Partner and Macro Strategist at Wellington Management Company, discusses the optimism surrounding the US Economy's productivity trends as well as its debt. Highlights Face-off between productivity and debt Fed's interest rate cut after four-and-a-half years Uneven U.S. economic expansion Election impact on U.S. economy Productivity trends and...

This podcast features CIS Co-Founder and Chairman Emeritus of The Vanguard Group, Jack Brennan, and Ruchir Sharma, Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital. The panelists discuss Ruchir Sharma's book titled: What Went Wrong with Capitalism. Highlights Survey reveals young Americans favor socialism. Early American financial bailouts began in...

In this podcast, the panel discusses developments since the release of Mensuram Bonam a year ago. This webinar features CIS Board Chair and Founder Scott Malpass, Bernard Brenninkmeijer, Chairman of Porticus North America and a leading Catholic investor and philanthropist, Fr. Séamus Finn, OMI, Director of the Oblates' US Province Office of Justice, Peace, and Integrity of Creation, and Katie McCl...

In this session, Catholic Investment Services' CEO, Tom Lanctot, leads a panel discussion on aligning Catholic values with investment success. He is joined by Matt Rozyczka, CIO at Duquesne University, Tom Skiba, Investment Committee Chair for the Diocese of Fort Wayne South Bend, and Sister Suzanne Brennan, CSC, Councilor of the Congregation of the Sisters of the Holy Cross. Highlights The USCCB...

Economic strain across many factors has continued to create challenges for Catholic institutions who seek to grow their endowments so that they may sustain their vital ministries. Please join us for a wide-ranging discussion focusing on the macro and micro environment and outlook for the new year. This webinar will feature Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, a...

In this podcast, we highlight ten common pitfalls of building a Catholic foundation and how to address them. This is a continuation of our previous podcast, on Strengthening and Structuring Catholic Foundations and Trusts. In this session, you will hear from Catholic fiduciaries and industry experts sharing practical advice on the ten most common mistakes to avoid when building a Catholic foundati...

In this podcast, Zela Astarjian, Managing Director at CIS, joins Sister Barbara Thomas of the United States Province of the Apostles of the Sacred Heart of Jesus, Katie Thiemann of Cor Jesu Academy, and Sister Irene O'Neill of Sisters Rising Worldwide to discuss incorporating a culture of philanthropy in your religious community. More and more, Catholic institutions are making advancement a priori...

In this podcast, you will hear about AI and the future ahead. AI has recently taken the world by storm. Its groundbreaking capabilities are being used for customer service, generating more reliable credit scores, enabling trading and money management, regulatory compliance, security and fraud prevention, and more. This dynamic discussion features Jack Brennan (CIS Founding Chair & Chairman Emeritu...

In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, leads a panel discussion on the role of global equities in institutional portfolio construction. Equity practitioners discuss their investment philosophy, research process and idea generation for stock selection. Highlights The scalability of stock markets and real estate markets compared to private markets How to...

In this podcast, as part of our Principles in Focus series, you will hear from Catholic fiduciaries and industry experts sharing practical advice on forming, structuring, and strengthening Catholic foundations and trusts. Highlights The purpose and mission of a foundation Importance of a mission-driven foundation to avoid mission drift Pros and cons of different foundation models Importance of an...

In this podcast, Jack Brennan, CIS Co-Founder & Founding Board Chair, leads a discussion on managing institutional investment portfolios for the long-term. The panelists offer insight on working with varying constituent groups for Catholic institutions, guidance on decision making for committees during periods of stress, and other best practice concepts for boards to consider. Highlights The chall...

In this podcast, Tim Connors, Founder of PivotNorth Capital, leads a panel discussion on how to define impact investing with focus on additionality and intentionality, while offering guidance on identifying companies and management teams with strong mission & alignment, the use of impact measurement tools, and concessionary vs. market rate returns. Highlights Defining impact investing, highlightin...

In this podcast, Dave Taiclet, General Partner & Managing Director of Lewis & Clark Partners, leads a discussion on differentiating private market investing strategies for Catholic Institutions and provides practical ideas on portfolio construction and asset allocation, and dispels several common misconceptions regarding private market portfolios. Highlights Having diversity across the private mar...

This episode is about the webinar to discuss the economy which saw a bear market and inflation on the rise. Joe expects a mild recession for the next 6 months and that the Federal Reserve will not need to take action. Mario discusses the trend of looking at the world as public and private markets, noting the importance of understanding liquidity risk when investing in private markets. Highlights W...

The Vatican gave Catholic fiduciaries a valuable new resource for aligning their institutions' investments with their Catholic faith. "Mensuram Bonam'' provides guidelines for those beginning their alignment process and those seeking to refine their approaches. This webinar, part of our Principles in Focus Series, explores Mensuram Bonam's role and scope and dispels underperformance myths about Ca...

In this dynamic educational session, members will gain valuable ideas for securing the future of their Catholic institutions by improving board and committee governance structures and applying best-practice investment principles. This discussion will feature a religious leader from the RCRI community, a board member, and an investment consultant who specializes in women's religious investing. Toge...

Today's session is part of our Principles in Focus webinar series, which explores the role that impact-focused investment solutions play in the strategies of Catholic institutions. It was enlightening to hear the views of true pioneers in this arena: Tim Connors, Founder of Pivot North; Michael Kim, Founder of Cendana Capital; and Miguel Luina, Managing Director at Hamilton Lane. Highlights Who ar...

With the dangers of inflation affecting real estate, businesses, and investments, many are looking at the macroeconomic indicators to improve the fiscal year. The problem is that macroeconomic indicators can be tricky to follow, but today's episode has covered you. Tom welcomes Jack Brennan and Ted Disabato to talk about the challenging period of time in the markets as well as the two key issues t...

With the different problems and difficulties that the world is facing now, it is important to have organizations, like NGOs, that can make the planet a better place to live. For today's episode, the Catholic Investment Services podcast and Dan Coyne welcome Sister Mary Louise Stubbs and Kathleen Bissa of the Daughters of Charity International Project Services to talk more about what their organiza...