Podcast Archives - Catholic Investment Services

Podcast

April 4, 2024

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 Office of Justice, Peace, and Integrity of Creation, and Katie McCloskey, Vice President of Social Responsibility, Mercy Investment Services. The panel also discusses outcomes from the recent Mensuram Bonam Faith Consistent Investment Conference sponsored by the Vatican, where all panelists above participated as speakers.

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Podcast

March 12, 2024

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 Sister Suzanne Brennan, CSC, Councilor of the Congregation of the Sisters of the Holy Cross.

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Podcast

February 1, 2024

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 Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group, as they assessed the current state of the capital markets, highlight investment challenges and risks, and share best practice ideas on institutional investment themes. Joe also touched on his new book titled “Megatrends”, which demonstrates how AI, debt, demographics and deglobalization may impact the economy and markets in the coming decade. The info session concluded with questions from the audience.

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Podcast

December 14, 2023

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 foundation, and offering best practice solutions. Catholic Investment Services’ Zela Astarjian, Managing Director, is joined by Paulita Pike, CIS Trustee and Partner at Ropes and Gray, Elizabeth Tomlin, Archdiocese for the Military Services, John Schlageter, JKT Group, and Cory Howat, Catholic Community Foundation for the Archdiocese of New Orleans.

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Podcast

November 7, 2023

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 priority. The reason: Without a strong advancement program, some organizations may struggle or fail in the decades ahead due to shifting demographics and donation practices among Catholics nationally. This will be an educational workshop and will cover essentials such as enhancing financial management practices, creating an advancement function, making fundraising more strategic and building a strong endowment. The discussion will examine how religious orders can secure their futures by implementing best practices for board and committee governance.

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Podcast

October 17, 2023

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 Emeritus, The Vanguard Group), John Behrens (Director, Office of Digital Strategy, College of Arts & Letters at University of Notre Dame), Brian Barbetta (Wellington Management Global Industry Analyst), and Shelley Zhuang (Founder and Managing Partner at 11.2 Capital).

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Podcast

September 18, 2023

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.

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This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services (“CIS”). This presentation is confidential and may not be reproduced in its entirety or in part, or redistributed to any party in any form, without the prior written consent of CIS. This presentation does not constitute an offer to sell or the solicitation of an offer to purchase any securities offered by any funds or accounts managed by CIS. Certain statements contained herein that indicate future possibilities constitute forward-looking statements and should not be construed as predictions of performance. Actual results may differ materially. In calculating projections and case targets, CIS utilizes certain specific inputs that, in some cases, are estimated, and certain assumptions that ultimately may not hold true with respect to any investment. These estimates and assumptions may deviate materially from modelled expectations. No assurances can be made that the investment philosophy, investment objectives, projections or case targets will be achieved. The information and assumptions included in this presentation are made in good faith and based upon information reasonably available to CIS as of the date noted herein and will not be updated. The information contained herein does not purport to present a complete picture of the activities, results, actions and/or plans of CIS or any fund or account managed by CIS. Clients or prospective investors should consult advisory agreements, private placement memorandums and/or other documents describing any securities and explaining the services and risks associated with an investment in such securities prior to investing. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance is not necessarily indicative of future results.

Podcast

July 18, 2023

In this podcast, you will hear from Catholic fiduciaries and industry experts sharing practical advice on forming, structuring and strengthening Catholic foundations and trusts through best practice principles.

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This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services (“CIS”). This presentation is confidential and may not be reproduced in its entirety or in part, or redistributed to any party in any form, without the prior written consent of CIS. This presentation does not constitute an offer to sell or the solicitation of an offer to purchase any securities offered by any funds or accounts managed by CIS. Certain statements contained herein that indicate future possibilities constitute forward-looking statements and should not be construed as predictions of performance. Actual results may differ materially. In calculating projections and case targets, CIS utilizes certain specific inputs that, in some cases, are estimated, and certain assumptions that ultimately may not hold true with respect to any investment. These estimates and assumptions may deviate materially from modelled expectations. No assurances can be made that the investment philosophy, investment objectives, projections or case targets will be achieved. The information and assumptions included in this presentation are made in good faith and based upon information reasonably available to CIS as of the date noted herein and will not be updated. The information contained herein does not purport to present a complete picture of the activities, results, actions and/or plans of CIS or any fund or account managed by CIS. Clients or prospective investors should consult advisory agreements, private placement memorandums and/or other documents describing any securities and explaining the services and risks associated with an investment in such securities prior to investing. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance is not necessarily indicative of future results.

Podcast

June 20, 2023

In this session, 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.

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This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services (“CIS”). This presentation is confidential and may not be reproduced in its entirety or in part, or redistributed to any party in any form, without the prior written consent of CIS. This presentation does not constitute an offer to sell or the solicitation of an offer to purchase any securities offered by any funds or accounts managed by CIS. Certain statements contained herein that indicate future possibilities constitute forward-looking statements and should not be construed as predictions of performance. Actual results may differ materially. In calculating projections and case targets, CIS utilizes certain specific inputs that, in some cases, are estimated, and certain assumptions that ultimately may not hold true with respect to any investment. These estimates and assumptions may deviate materially from modelled expectations. No assurances can be made that the investment philosophy, investment objectives, projections or case targets will be achieved. The information and assumptions included in this presentation are made in good faith and based upon information reasonably available to CIS as of the date noted herein and will not be updated. The information contained herein does not purport to present a complete picture of the activities, results, actions and/or plans of CIS or any fund or account managed by CIS. Clients or prospective investors should consult advisory agreements, private placement memorandums and/or other documents describing any securities and explaining the services and risks associated with an investment in such securities prior to investing. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance is not necessarily indicative of future results.

Podcast

May 18, 2023

In this session, Tim Connors, Founder, 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.

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This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services (“CIS”). This presentation is confidential and may not be reproduced in its entirety or in part, or redistributed to any party in any form, without the prior written consent of CIS. This presentation does not constitute an offer to sell or the solicitation of an offer to purchase any securities offered by any funds or accounts managed by CIS. Certain statements contained herein that indicate future possibilities constitute forward-looking statements and should not be construed as predictions of performance. Actual results may differ materially. In calculating projections and case targets, CIS utilizes certain specific inputs that, in some cases, are estimated, and certain assumptions that ultimately may not hold true with respect to any investment. These estimates and assumptions may deviate materially from modelled expectations. No assurances can be made that the investment philosophy, investment objectives, projections or case targets will be achieved. The information and assumptions included in this presentation are made in good faith and based upon information reasonably available to CIS as of the date noted herein and will not be updated. The information contained herein does not purport to present a complete picture of the activities, results, actions and/or plans of CIS or any fund or account managed by CIS. Clients or prospective investors should consult advisory agreements, private placement memorandums and/or other documents describing any securities and explaining the services and risks associated with an investment in such securities prior to investing. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance is not necessarily indicative of future results.

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