The Role of Alternatives in Institutional Portfolios

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…

How to Make an Impact through a Private Markets Portfolio

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…

Post-Election webinar featuring Scott Malpass, co-Founder CIS

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…

Insights for Catholic fiduciaries featuring Jack Brennan, co-Founder CIS

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…

Private Equity Basics for Catholic Institutions

This Private Equity basics webinar features industry experts from Lewis and Clark, Hamilton Lane and Mercer Investment Consulting. We cover the basics of private equity, including: the private equity life-cycle, investing through vintage years, what drives successful outcomes, and private equity’s role within Catholic portfolios. These experts also discuss how…

Investment committee best practices for Catholic institutions

This webinar provides leaders of Catholic institutions with best practice ideas for creating an effective investment committee to help secure their financial future. We cover such topics as building the committee, establishing procedures and policies, and choosing the right investment partner. This webinar features the diverse viewpoints of: Paul Schott…

Catholic Community Foundation Leadership open discussion with Scott Malpass

This timely webinar provides Catholic institutions with insights into managing endowments in the midst of the coronavirus crisis. The session features Scott Malpass, the legendary and long-time CIO of the University of Notre Dame, and Mark Guyol, President and CEO of the Roman Catholic Foundation of St. Louis. Topics range…

Catholic educational leadership open discussion with Scott Malpass

This open discussion among Catholic education leaders explores such urgent topics as the nation’s economy, the coronavirus pandemic, and the importance of both having an endowment and managing it effectively through uncertain times. The session features Scott Malpass, the legendary and long-time CIO of the University of Notre Dame, and…

Catholic fiduciaries open discussion with Scott Malpass

This open discussion for Catholic institutional leaders highlights the pandemic’s impact on the global economy, potential risks and opportunities that lie ahead, and best practices for investing endowment assets in such a tumultuous time. The session features Scott Malpass, former CIO of the University of Notre Dame, and Edward Grefenstette,…