State of the Markets Macro Economic Check-In

This webinar featured 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,…

Navigating Investment Challenges for Catholic University Endowments

In this webinar, moderated by Paulita Pike (Managing Partner, Ropes & Gray), Craig Husting (CIO, Public School & Education Employee Retirement Systems of Missouri), and Bob DiMeo (Chairman & Co-Founder, Fiducient Advisors) share actionable insights and strategies to help Catholic institutional endowments navigate investment challenges while balancing risk, returns, and faith-based values. https://youtu.be/71B94xIL81Q   00:00 -…

“Mensuram Bonam”: One Year Later, How Have Catholic Principles Been Implemented for Good Measure?

In this webinar, the panel discussed developments since the release of Mensuram Bonam a year ago. This webinar featured 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…

State of the Markets Macro Economic Check-In

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…

The Ethical and Investment Implications of Artificial Intelligence

In this webinar 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…

Principles in Focus: A Practitioner’s Approach to Creating Catholic Foundations and Trusts

In this webinar, as part of our Principles in Focus series, 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. https://www.youtube.com/watch?v=2KFvmBUkwy4 00:00 – Webinar opens, Zela Astarjian, CIS Managing Director, Welcome and Introductions 5:30…

2023 Macro Economic Outlook

This webinar, the second in our Macro Economic Outlook 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 their views are industry leaders: Scott Malpass, CIS Founding Chair and Former CIO…

“Mensuram Bonam” Faith-Based Investment Measures

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 webinar, part of our Principles in Focus Series, explores Mensuram Bonam’s…

Keys to Envisioning, Creating and Sustaining a Successful Investment Strategy

In this webinar, part of the Partners in Mission Fall Webinar Series, Zela and Michael discuss securing the future of your Catholic Institution by utilizing governence best practices, and offer a few keys for envisioning, creating and sustaining a successful investment strategy. https://youtu.be/mjFTZjQJBdo Topics include: -Forming a diverse and dynamic…
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