Sustainable Grace

November's release of the USCCB's revised socially responsible investing guidelines has Catholic fiduciaries wondering: What's changed? And, how should we adapt to this new guidance? Exploring these questions is the focus of the second webinar in our new series, which emphasizes principles of mission-aligned investment programs for Catholic institutions. The webinar brings forth ideas for implemen...

Few institutions are as distinctive in their history and objectives as the Custody of the Holy Land. For over 800 years, the Franciscan Friars of the Custody have been entrusted by the Holy See with the preservation of the great shrines of the Latin church in the Middle East, serving both pilgrims to the Holy Land and local Christian communities. Their mission, as various Popes have emphasized, is...

When deciding for the school or committee board of members, who's an ideal board member? In today's episode, Tom Lanctot and Paul Stevens are joined by Frank Persico to talk about the board and the board members that compose it. They discuss the big difference between a board and the leaders of the school versus the people who are managing it. They also differentiate the roles of an executive boar...

This webinar represents the second in a new series that explores the innovations of Catholic nonprofits as they advance their missions around the world. In this episode, Jennifer Poidatz and James Bond of the Catholic Relief Services join Paul Schott Stevens, CIS trustee & former CEO of the ICI, for a dynamic conversation about their work and how CRS has advanced its mission over 75 years while co...

What does the investment industry look like in other countries? Is it safe to start building your portfolio even if there are different adversaries and room for improvement? For today's episode, the Catholic Investment Services podcast welcomes Evelyn Chen. Evelyn is a strong force when it comes to building and implementing investment strategies in Taiwan. She talks about the story behind her busi...

What impact would your business have on the community? How can you take on the challenges that the market imposes? This podcast is the first in a new series that explores the role of impact-focused investment programs in the strategies of Catholic institutions. This premiere edition features Tim Connors, Founder of PivotNorth Capital; Mario Giannini, CEO of Hamilton Lane; and Bryan Pini, President...

This podcast represents the first in a new series that delves into the market strategies of Catholic Investment Services' esteemed investment partners. This premiere edition features Chris Begg, Chief Investment Officer and Co-Founder of East Coast Asset Management. Joining Chris for this engaging and enlightening discussion is Scott Malpass, CIS Co-Founder and Board Chair, and retired Chief Inves...

This podcast represents the first in a new series that explores the innovations of Catholic nonprofits as they advance their missions around the world. In this podcast, Sister Irene O'Neill CSJ, President of Sisters Rising Worldwide joins Jack Brennan, CIS Founding Chair, for a dynamic conversation about her work and how her organization uses technology to unite sisters around the world in pursuin...

Welcome to Sustainable Grace, a Catholic Investment Services podcast. As a non-profit investment manager, our team has always been focused on being a champion to the non-profit institutions and board members we serve. We are excited to launch Sustainable Grace, which will be an insightful conversation, and another resource we provide through the CIS Institute.