Webinars

This webinar featured Jack Brennan (Founding Chair, CIS and Chairman Emeritus, The Vanguard Group) as he broke down the fundamentals of investing in a straightforward manner, and shared insights on investment best practices, performance and more. [embed]https://youtu.be/lyj7Xkanai8[/embed] 00:00 - Welcome and introductions, opening prayer 03:30 - Tradeoffs between risk, return, and…

This virtual coffee hour featured 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 discussed the markets, outlook, and emerging opportunities.   https://youtu.be/Sn6oR7Lci9o 00:00 - Welcome and introductions, opening…

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,…

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 -…

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…

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…

In this webinar, we highlight ten common pitfalls of building a Catholic foundation, and how to address them. This is a continuation of our previous webinar, on Strengthening and Structuring Catholic Foundations and Trusts. In this webinar, you will hear from Catholic fiduciaries and industry experts sharing practical advice on…