“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…

Why Venture Capital Investing… Why Now?

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 Pivot North; Michael Kim, Founder of Cendana…

State of the Markets Series: Macro Economic Check-in

This webinar, 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 their views are industry leaders: Jack Brennan, CIS Founding Chair and Former…

Mission in Focus: featuring the Daughters of Charity International Project Services

We’re glad you could join us for another episode of our Mission in Focus series, a new series that explores the innovations of Catholic non-profits as they advance their missions around the world. In this webinar, Sister Mary Louise Stubbs and Kathleen Bissa of Daughters of Charity International Project Services…

A Principled Approach to Implementation of the recently-revised USCCB SRI Guidelines

November’s release of the USCCB’s revised socially responsible investing guidelines has Catholic fiduciaries wondering: What’s changed? And, How should we adapt to this new guidance? Exploring these questions is the focus of the second webinar in our new series, which emphasizes principles of mission-aligned investment programs for Catholic institutions. The…

A Reflection of 800 years, The Custody of the Holy Land

Few institutions are as distinctive in their history and objectives as the Custody of the of Holy Land. For over 800 years, the Franciscan Friars of the Custody have been entrusted by the Holy See with preservation of the great shrines of the Latin church in the Middle East, serving…

Mission in Focus: featuring Catholic Relief Services

This webinar represents the second in a new series that explores the innovations of Catholic non-profits as they advance their missions around the world. In this webinar, Jennifer Poidatz and James Bond of Catholic Relief Services join Paul Schott Stevens, CIS trustee & former CEO of the ICI, for a…

Manager in Focus: featuring Sino Vision

This webinar is the second episode of our Manager in Focus series, featuring our esteemed investment partners and their unique insights on investment strategy and the current capital market environment. This conversation features Jack Brennan, CIS co-founder & former CEO of Vanguard and Evelyn Chen, founder and portfolio manager of…