Podcast

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…

Why Venture Capital Investing...Why Now? Sustainable Grace Today’s session is part of our Managers 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…

Please join us for another exciting episode of our Sustainable Grace Podcast. This episode, the first of our State of the Markets Series, delves into the current state of the financial markets, the effects of inflation and other dynamic factors, and the risks and opportunities ahead for institutional investors. Sharing…

Please join us for another exciting episode of our Mission in Focus series, which explores the innovations of Catholic non-profits as they advance their missions around the world. This episode discusses the work of Daughters of Charity International Project Services. In this podcast, Sister Mary Louise Stubbs and Kathleen Bissa…