Podcast

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.   Listen on Apple Podcasts Listen on Spotify   This presentation is furnished or…

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.   Listen…

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,…

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…

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. Listen on Apple Podcasts Listen on Spotify   This presentation is furnished or informational purposes only and is intended solely…

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. Listen on Apple Podcasts Listen on Spotify

In this podcast, the panel discusses developments since the release of Mensuram Bonam a year ago. This podcast 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…

In this session from our 2023 Catholic Investor Symposium, 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…

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. This webinar was a wide-ranging discussion that focused on the macro and micro environment and outlook for the new year. This webinar featured…

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…