Podcast

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…

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…

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…

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

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

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…

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.…

In this session, Dave Taiclet, General Partner & Managing Director, Lewis & Clark Partners, leads a panel discussion on differentiating private market investing strategies, and provides practical ideas for portfolio construction and asset allocation, and dispels several common misconceptions regarding private market investing. Listen on Apple Podcasts Listen on Spotify…

"Mensuram Bonam" Faith-Based Investment Measures Sustainable Grace In November 2022, 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 podcast, part of our…

Keys to Envisioning, Creating and Sustaining a Successful Investment Strategy Sustainable Grace Catholic institutions work diligently to advance their good works while striving to ensure that their missions can be sustained financially over the long term. In navigating the investment complexities that all organizations face they also must take steps…