Investments 101 with Jack Brennan

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.

00:00 – Welcome and introductions, opening prayer

03:30 – Tradeoffs between risk, return, and costs in building an investment portfolio

09:30 – Balance, diversification and long-term perspective

20:20 – Tuning out the noise

21:30 – Difficulty in market-timing

26:20 – Defining the different asset classes

35:10 – Common investment jargon

38:50 – Rules of the road for investment committees

46:18 – Q: How do you know if what a financial professional is telling you is good or bad? What am I looking for on an investment report?

48:22 – Q: What are the differences between personal and endowment investing?

50:30 – Q: Should you delay withdrawals if the market is down?

52:15 – Q: What is some practical advice for someone just starting on an investment committee?

54:10 – Thank you and closing

The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitation to buy, hold, or sell an interest in any CIS Fund offering. Alternative investments in private equity and hedge funds are subject to substantial risks including the potential loss of principal. Fund interests are illiquid and should be considered speculative investments. Investors are encouraged to read the offerings documents for the fund offerings discussed in this presentation carefully before investing.

All data is sourced to Catholic Investment Services or other third-party sources and compiled by Catholic Investment Services. Information contained herein that has been obtained from third parties is believed to be reliable for the purposes for which it is used herein.

Opinions and general information provided herein, including guest speaker(s), are current to the date of this presentation and are subject to change without notice. There can be no guarantee that the funds will achieve their investment objectives. Past performance is not indicative of future results. Financial forecasts and investment returns in this letter may significantly differ from actual results. Certain information contained in this report constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Furthermore, any projections or other estimates in this report, including estimates of returns or performance, are “forward-looking statements” and are based upon certain assumptions that may change. Due to various risks and uncertainties, actual events or results or the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements. Moreover, actual events are difficult to project and often depend upon factors that are beyond the control of the general partner of the relevant fund and its affiliates.

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