2023 Catholic Investor Symposium

  Belinda Wong, Senior Managing Director and Equity Research Analyst at Wellington Management, shares her insights on the investment decision-making process.   https://youtu.be/iIISRo_DLAw   This presentation is furnished or informational purposes only, by or on behalf of Catholic Investment Services (“CIS”). It may not be reproduced in its entirety or…

  Jean-Baptiste de Franssu, President of the Institute for the Works of Religion (IOR or Vatican Bank), shares some of his incredible experiences and thoughtful insights.   https://www.youtube.com/watch?v=cRR3w5O8OKY&t=2s   This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by…

  CIS Founding Chair, Jack Brennan, provides insight on managing Catholic asset pools for the long term.   https://www.youtube.com/watch?v=qnYhQuNWSRE       This presentation is furnished or informational purposes only and is intended solely for the person to whom it is delivered by or on behalf of Catholic Investment Services…

  In this session, Tim Connors, Founder, PivotNorth Capital, leads a panel discussion on how to define impact investing with focus on additionality and intentionality, while offering guidance on identifying companies and management teams with strong mission & alignment, the use of impact measurement tools, and concessionary vs. market rate…

  In this session, Paulita Pike, CIS Trustee & Managing Partner, Chicago Office of Ropes & Gray, leads a panel discussion on enhancing organizational governance frameworks, offers tools to help strengthen Catholic leaders and fiduciaries, and provides insight for Securing the Future of Your Catholic Institution.   https://www.youtube.com/watch?v=syv70BqJbNw   This…

In this session, Dave Taiclet, General Partner & Managing Director, Lewis & Clark Partners, leads a panel discussion on differentiating private market investing strategies, and provides practical ideas for portfolio construction and asset allocation, and dispells several common misconceptions regarding private market investing.   https://www.youtube.com/watch?v=BvVXaEIsUwk   This presentation is furnished…

  In this session, Tom Lanctot, CEO, Catholic Investment Services, leads a panel discussion on Aligning Catholic Values for Investment Success. Catholic fiduciaries provide their journey with Catholic Social Teaching principles, discuss their experience leading Catholic Institutions, and helping committees align Catholic mission & investment programs.   https://www.youtube.com/watch?v=YHB3C71_ke0   This…

  In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, and Jean-Baptiste de Franssu, President of the Institute for the Works of Religion (IOR or Vatican Bank), discuss their experience serving the Holy Father, serving as a fiduciary for the Vatican Bank, and reflect on Mensuram Bonam…

  In this session, Scott Malpass, Founder & Board Chair, Catholic Investment Services, leads a panel discussion on the role of global equities in institutional portfolio construction. Equity practitioners discuss their investment philosophy, research process and idea generation for stock selection.   https://www.youtube.com/watch?v=EwDhIFllrec   This presentation is furnished or informational…

  In this session, Andrew Tubman, CFA, Wellington Management Company, leads a discussion on portfolio diversification strategies. The panelists offer insights on what diversification means to them, ways to think about liquidity and dimensionality in institutional portfolios, and guidance on portfolio construction during periods of stress, and other diversification concepts…