Category: Webinars

This webinar zeroes in on endowment best practices, including investment strategy, portfolio construction and asset allocation, and integrating development efforts to grow your endowment. Features insights from: Paulita Pike, CIS Board Member; Marco Clark, from St. Thomas University in Austin; and Tim Sullivan, President of Bishop Feehan High School in Massachusetts.

00:00 – Webinar opens, attendees enter
00:18 – Larry Furey, Founding Partner, PIM overview, welcome and opening remarks
02:30 – Zela Astarjian, Managing Director, welcome and panelist introductions
06:30 – What is an endowment, and what are some of the benefits they provide
17:55 – How does an institution organize and begin to build their endowment
19:35 – How to grow and advance your endowment
26:26 – Stewardship, spending levels, and governance considerations
29:06 – Investment committees, the role they serve
39:20 – Q&A
39:40 – Q: At what size should a Catholic Institution consider forming an endowment, investment committee?
43:40 – Q: How are endowments structured, operating surplus, board designated funds, and donor restricted gifts
47:50 – Q: Development considerations for grammar schools
49:30 – Q: Importance of having a strong committee chair
51:20 – Q: How to think about responsible investment, ESG, Impact investing, etc.
53:20 – Q: Marco’s personal experience with planning, development and growing the “Cross & Anchor” fund for Bishop McNamara High School
57:00 – Thank you and closing

This webinar features a dynamic conversation with Florida’s Catholic fiduciaries, who are striving to invest strategically and prudently as the world transitions to a post-pandemic era. Features insights from Scott Malpass, CIS board chair and recently retired CIO of the University of Notre Dame, and Bill Fenton, Senior Director at Cross Catholic Outreach.

00:00 – Webinar opens, attendees enter
00:07 – Jeremy Taylor, Managing Director, welcome and panelist introductions
02:40 – Opening Prayer
03:50 – Overview of Cross Catholic Outreach
06:25 – A catalyst for CIS’ formation and Bill’s history of collaboration with Scott
13:10 – Investment Playbook & Governance during the time of a crisis
16:10 – How did Cross Catholic navigate some of the challenges presented in 2020
19:10 – Current market environment & investment opportunities ahead
24:30 – How should Catholic institutions position their portfolios given the current low-yield environment
27:40 – How to build an excellent investment committee
35:10 – Dispelling a common myth; by incorporating Catholic Social Teaching or ESG principles one sacrifices investment performance
39:00 – Vatican’s role in responsible investing, Laudato Si’ and its’ influence
41:40 – Q&A
42:00 – Q: Investing in emerging markets, specifically the Chinese market
45:20 – Q: Considerations for smaller Catholic institutions
47:30 – Q: Scott’s experience serving on the Board of the Vatican Bank
49:30 – Q: A practitioners approach to responsible investing
52:30 – Q: How to diversify from the traditional 60 equity /40 fixed income portfolio
54:00 – Thank you and closing

This webinar features a discussion of how Catholic Institutions can incorporate Laudato Si and Fratelli Tutti into their investing, while deploying their investments and philanthropy more strategically. Sharing their views are industry experts: Alexia Kelley, CEO of FADICA; Mike Barry, CIO of Georgetown University, and Tim Connors, a prominent lay Catholic leader and private equity investor.

00:00 – Webinar opens, attendees enter
00:05 – Tom Lanctot, CEO of CIS, welcome and panelist introductions
04:45 – Opening Prayer, Serenity
05:15 – Tim Connors, moderator opening remarks
05:30 – 4 Broad categories that define the trend: SRI, ESG, Engagement & Impact
09:50 – A historical look at the evolution of Catholic SRI
14:25 – Dispelling a common myth; by incorporating ESG principles one sacrifices investment performance
22:15 – How to implement alignment & ESG principles into your investment policy
32:15 – Data providers, A practitioners approach to ESG & Impact investing implementation
41:15 – Why Now, Why ESG, opportunities and challenges ahead
43:05 – Q&A
43:20 – Q: Survey data set: How are colleges and universities engaging
49:00 – Q: Venture capital, Start Ups, & Mission
53:00 – Q: Navigating the data; SDGs, ratings providers & global initiatives
54:30 – Q: How can smaller Catholic institutions access private market investments
56:00 – Q: USCCB, Laudato Si’ & a pivot from Fossil Fuels
57:40 – Thank you and closing

This webinar features a discussion of the complex factors Catholic institutions must consider as they shape their investment strategies for a post-pandemic world. Sharing their views on this seminar are: Scott Malpass, retired Chief Investment Officer of the University of Notre Dame and CIS founder; and Jonathon Hook, Chief Investment Officer of the Weinberg Foundation, a private charitable foundation.

00:00 – Webinar opens, attendees enter
00:05 – Tom Lanctot, CEO of CIS, welcome and panelist introduction
02:20 – Becky Wood, CEO of FEG, welcome and panelist introductions
04:30 – Matt Finke, moderator, opening remarks
05:00 – What adjustments have you made to your investment playbook?
10:30 – Challenges and opportunities, 2021 and the road ahead
20:50 – Impact and Faith-aligned investing
28:00 – Catholic socially responsible investment guidelines and implementation
36:00 – Considerations for defining and creating an investment strategy
43:00 – Blockchain, Crypto and other non-traditional areas for investment
47:30 – How to build an effective investment team
53:30 – Considerations for mitigating inflation risk
56:40 – Catholic constrained investment portfolios
58:20 – Considerations for controlling the spend
1:00:20 – Private market investments
1:04:30 – Considerations for managing smaller endowments
1:06:30 – Thank you and closing

This webinar features Jack Brennan, the Chairman Emeritus of Vanguard and a member of the CIS Board of Trustees, in a discussion of the challenges of building a diversified investment portfolio in an era of historically low interest rates. Topics include Treasury Bond yields, inflations effects, managing risk and working with investment committees to shape responsive strategies.

00:00 – Webinar opens, attendees enter
00:15 – Tom Lanctot welcome and panelist introductions
02:50 – Opening prayer
03:20 – Jack Brennan opening remarks on rates
05:20 – Historical look back at treasuries
07:00 – 3 current challenges for fixed income and yields
10:00 – Inflation and real yields
13:20 – Diversification and the role of fixed income
16:00 – Industry expectations, the 60/40 model and current environment for fixed income
25:00 – Risk assets, investment strategy, and a barbell approach
31:30 – private market investments
34:40 – Risk mitigating opportunities in real estate, infrastructure and private debt
38:10 – Alternative investments, absolute return and hedge fund strategies
41:00 – How to educate committee members on complex investment strategies
43:00 – Considerations for controlling the spend
45:10 – Laudato Si’, ESG & climate risk considerations
49:00 – Thank you and closing

This webinar features a discussion of how the COVID-19 pandemic has challenged investment committees of Catholic institutions, and what these committees can do to adapt and strengthen their approaches for the future. Sharing their views on this webinar are: Paul Schott Stevens, former President and CEO of the Investment Company Institute; Tom Lanctot, CEO of Catholic Investment Services; and Andrew Conner, CIO at Asset Strategy Consultants and long-time investment strategist at Johns Hopkins University.

00:00 – Webinar opens, attendees enter
00:25 – Tom Lanctot welcome and panelist introductions
03:40 – Prayer, “Blessing of Aaron”
04:20 – How has COVID challenged investment committees?
07:20 – What challenges are ahead?
12:30 – Role of the investment committee chair
14:30 – Principals to strengthen your investment program
20:00 – What characteristics make a great investment committee
25:00 – What has changed in the market environment
33:50 – Role of alternative investments in institutional portfolios
37:35 – ESG considerations for investment committees
43:00 – Looking ahead, considerations for investment committees
45:00 – Q&A
45:30 – Q1. How to motivate your committee members
47:20 – Q2. Finding the right committee culture
49:45 – Q3. Alternatives, Fixed Income and the IPS
51:30 – Q4. Education for committees
54:35 – Thank you and closing

This webinar features an open discussion of how Catholic institutions can take advantage of strategies involving alternative investments, such as hedge funds, to strengthen and diversify their investment portfolios. Sharing their views on the webinar are: Scott Malpass, retired CIO of the University of Notre Dame; Rick Buhrman, Strategic Advisor to Notre Dame’s Investment Office and university professor; and Stephen Schott, a veteran investment consultant who has worked with many Catholic institutions.

00:00 – Webinar opens, attendees enter
00:15 – Tom Lanctot welcome and panelist bios
03:13 – Opening Prayer
03:40 – Scott Malpass opening remarks
06:12 – Traditional 60/40 vs endowment model, the road ahead
12:09 – How to evaluate fees in the alternative investment space?
16:30 – Allocating to alternative investments
21:35 – Technology enablement, adoption and it’s accelerating effect
26:13 – How do you think about inflation
30:03 – Hedge Fund history lesson
37:50 – Sourcing Investment ideas and partnerships
42:00 – Aligning your investments with Catholic principles
44:23 – Responsible Investment and ESG
46:55 – Advice for executing on alternative investments
51:30 – Special Purpose Acquisition Company’s
54:30 – Revisions to the USCCB SRI Guidelines
57:30 – Thank you and closing

This webinar features an open discussion about the role that private equity can play in the impact investment strategies of Catholic institutions. Moderated by Sister Suzanne Brennan, general treasurer and general counsel at the Congregation of the Sisters of the Holy Cross, this webinar features: Jackie Rantanen, managing director for CIS fund impact provider Hamilton Lane; and Annette Bidart, an investment consultant to foundations, endowments and other investment entities.

0:00 – Webinar opens, attendees enter
0:05 – Tom Lanctot open, panelist bios and introductions
3:45 – “Prayer” by Sister Suzanne Brennan, CSC
5:55 – What are the differences between public and private markets?
08:45 – Where does private equity fit within institutional equity allocations?
11:25 – What are the types of private equity strategies?
14:25 – How do you differentiate between ESG and Impact investing?
16:35 – Time horizons, holding periods and risk profile for private equity
21:40 – Advice for starting a private equity program
28:50 – Return expectations for impact investing
31:05 – Aligning Catholic faith and values with private equity
33:35 – How to measure impact and performance results of your manager
36:00 – Q&A
36:40 – Q1: Are current valuations for private equity attractive?
38:20 – Q2: Consumer staples, healthcare and tech opportunities
43:00 – Q3: Board diversity trends
43:50 – Q4: Updating Investment Policy Statements to include private equity
46:10 – Q5: How important is a network
47:22 – Q6: Measurable impact and the Sisters of the Holy Cross
50:50 – Q7: How important is data, and how does Hamilton Lane utilize
52:05 – Thank you and closing

This webinar features an open discussion of how the public and private market environments may be impacted by the 2020 Presidential election. Sharing their views are: Scott Malpass, recently retired CIO of the University of Notre Dame; Mario Giannini, CEO of Hamilton Lane; and Jay Willoughby, CIO of the Catholic Endowment Fund and TIFF.

0:00 – Webinar opens, attendees entering, speakers chatting
0:10 – Tom Lanctot intro, Catholic Investment Services overview
2:55 – “Pandemic prayer” by Sr. Mary Ann Pajakowski, CSC
4:01 – 4 Themes for today’s discussion: COVID, election consequences, geopolitical situation, Catholic socially responsible investment considerations
4:37 – Current capital market environment, what keeps you up at night
12:00 – COVID, vaccines and a deeper dive
17:24 – Vaccine or the election results, which had a bigger outcome
22:10 – Election results and capital markets
28:07 – Have the results changed your process, geopolitical overview
37:12 – Catholic SRI, ESG and Impact
44:22 – Q&A
44:45 – Q1: U.S. trade relationships and the road ahead
47:50 – Q2: Interest rates and the outlook for fixed income
49:38 – Q3: Catholic SRI, achieving financial returns and measurable impact
52:08 – Q4: How does CIS navigate the biotechnology sector
55:30 – Thank you and closing

This webinar features Jack Brennan, the Chairman Emeritus of Vanguard and a member of the CIS Board of Trustees, in a discussion of endowment best practices, governance in times of crisis, and the differences between traditional and alternative investments. Joining Jack is host Jerry Maginnis, an industry leader and accounting expert who spent 36 years with the Philadelphia office of KPMG LLP.

0:00 – Webinar opens, attendees entering, speakers chatting
0:23 – Tom Lanctot intro, Catholic Investment Services overview
1:22 – “Pandemic prayer” by Sr. Mary Ann Pajakowski, CSC
3:01 – Jerry Maginnis intro
3:41 – Jack Brennan intro, three pillars that have guided Notre Dame’s endowment success
10:18 – Five helpful tips for Catholic fiduciaries on endowment stewardship
15:31 – Balancing the spend, annual stewardship and endowment draw
18:51 – Catholic responsible investment, performance, tips for fiduciaries
25:11 – Trusted partners, Jack’s vision for Catholic Investment Services
31:30 – How economies of scale help drive investment success
34:14 – Q&A
34:30 – Q1: How can an endowment drive diversity and inclusion
37:00 – Q2: How to categorize equity exposure
41:09 – Q3: What role does private equity have in an endowment
46:15 – Q4: Catholic IPS, resources to help create an investment policy
50:48 – Q5: Tips to align annual stewardship and investment stewardship
53:46 – Thank you and closing