Investments 101 with Jack Brennan
Sustainable Grace
This podcast features Jack Brennan (Founding Chair, CIS, and Chairman Emeritus, The Vanguard Group) as he breaks down the fundamentals of investing in a straightforward manner, and shares insights on investment best practices, performance, and more. 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....
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Virtual Coffee with Scott Malpass
Sustainable Grace
This virtual coffee hour features Scott Malpass (CIS Co-Founder and Former CIO of the University of Notre Dame) Ed Grefenstette (President & CIO, The Dietrich Foundation), and Adam Berger (Senior Managing Director, Multi-Asset Strategist, and Portfolio Manager, Wellington Management) as they discuss the markets, outlook, and emerging opportunities. 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...
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State of the Markets Macro Economic Check-In
Sustainable Grace
This podcast features Jack Brennan (Founding Chair, CIS and Chairman Emeritus, The Vanguard Group) and Joseph H. Davis, Ph.D. (Global Chief Economist and Global Head of the Investment Strategy Group, The Vanguard Group), as they provide insights on the macro and micro outlook for the new year, capital market trends, investment challenges, risks, and best practices for institutional investing. Highlights Discussion on AI’s impact on the global economy. Tariffs and their economic implications. Immigration’s impact on labor force and economy. Concerns over structural deficits and bond...
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2024 Catholic Investor Symposium: What Keeps Us Up At Night
Sustainable Grace
In this podcast, Paulita Pike, CIS Trustee and Managing Partner of Ropes & Gray, moderates a panel from our 2024 Symposium on What Keeps Us Up At Night. Panelists include Adam Berger, Senior Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, Michelle Knight, CEO & Chief Economist at Ropes Wealth Partners, and Paul Schott Stevens, CIS Trustee and Retired CEO of the Investment Company Institute. Highlights Interest rates and their impact on the economy. Discussion on role and independence of the Federal Reserve. Concerns over fiscal spending and...
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2024 Catholic Investor Symposium: US Productivity or Debt: Who Wins? Keynote
Sustainable Grace
In this keynote, Juhi Dhawan, Senior Managing Director, Partner and Macro Strategist at Wellington Management Company, discusses the optimism surrounding the US Economy's productivity trends as well as its debt. Highlights Face-off between productivity and debt Fed’s interest rate cut after four-and-a-half years Uneven U.S. economic expansion Election impact on U.S. economy Productivity trends and cost-cutting Immigration and its economic implications Importance of productivity in a tight labor market Long-term effects of AI adoption Industrial policy and U.S.–China relations Fiscal...
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Exploring Ruchir Sharma's Book: "What Went Wrong with Capitalism"
Sustainable Grace
This podcast features CIS Co-Founder and Chairman Emeritus of The Vanguard Group, Jack Brennan, and Ruchir Sharma, Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital. The panelists discuss Ruchir Sharma's book titled: What Went Wrong with Capitalism. Highlights Survey reveals young Americans favor socialism. Early American financial bailouts began in 1984. Regulation and risk-taking in financial sectors. The paradox of productivity amidst technological boom. Housing affordability as a generational issue. Impact of regulations on business...
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“Mensuram Bonam": One Year Later, How Have Catholic Principles Been Implemented For Good Measure?
Sustainable Grace
In this podcast, the panel discusses developments since the release of Mensuram Bonam a year ago. This webinar features CIS Board Chair and Founder Scott Malpass, Bernard Brenninkmeijer, Chairman of Porticus North America and a leading Catholic investor and philanthropist, Fr. Séamus Finn, OMI, Director of the Oblates' US Province Office of Justice, Peace, and Integrity of Creation, and Katie McCloskey, Vice President of Social Responsibility, Mercy Investment Services. The panel also discusses outcomes from the recent Mensuram Bonam Faith Consistent Investment Conference sponsored by the...
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Aligning Catholic Values For Investment Success
Sustainable Grace
In this session, Catholic Investment Services' CEO, Tom Lanctot, leads a panel discussion on aligning Catholic values with investment success. He is joined by Matt Rozyczka, CIO at Duquesne University, Tom Skiba, Investment Committee Chair for the Diocese of Fort Wayne South Bend, and Sister Suzanne Brennan, CSC, Councilor of the Congregation of the Sisters of the Holy Cross. Highlights The USCCB guidelines as a floor and hopes they could be updated in the future to address the needs more aggressively Predictions about investing aligning with Laudato Si' in the future are optimistic, despite...
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State of the Markets Macroeconomic Check-In
Sustainable Grace
Economic strain across many factors has continued to create challenges for Catholic institutions who seek to grow their endowments so that they may sustain their vital ministries. Please join us for a wide-ranging discussion focusing on the macro and micro environment and outlook for the new year. This webinar will feature Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Joe Davis, Vanguard's global chief economist and global head of the Investment Strategy Group, as they assess the current state of the capital markets, highlight investment challenges and...
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10 Pitfalls of Building Your Catholic Foundation and How to Address Them
Sustainable Grace
In this podcast, we highlight ten common pitfalls of building a Catholic foundation and how to address them. This is a continuation of our previous podcast, on Strengthening and Structuring Catholic Foundations and Trusts. In this session, you will hear from Catholic fiduciaries and industry experts sharing practical advice on the ten most common mistakes to avoid when building a Catholic foundation, and offering best practice solutions. Highlights Governance principles related to establishing and growing a Catholic foundation The importance of having adequate staffing in a foundation Why...
info_outlineThis podcast features Jack Brennan (Founding Chair, CIS, and Chairman Emeritus, The Vanguard Group) as he breaks down the fundamentals of investing in a straightforward manner, and shares insights on investment best practices, performance, and more.
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.
© 2025 Catholic Investment Services (CIS), a registered investment advisor, and all rights reserved.
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