Sustainable Grace

Welcome to Sustainable Grace, a Catholic Investment Services podcast. As a non-profit investment manager, our team has always been focused on being a champion to the non-profit institutions and board members we serve. We are excited to launch Sustainable Grace, which will be an insightful conversation, and another resource we provide through the CIS Institute. Sustainable Grace will explore the latest capital market and investing ideas, through our Manager in Focus series, we’ll also discuss best practice ideas including board & committee governance, advancement and stewardship, as well as endowment management; in our Principles in Focus segments, additionally we’ll feature some of the amazing ministry of the non-profit institutions we serve and ways for the Catholic community to get involved; part of our Mission in Focus series. Our Institute has always served as a resource for many, Sustainable Grace will be a great addition and continue to provide insight through plain English conversations from industry professionals and those who have traveled the path before.

Investments 101 with Jack Brennan 06/25/2025

Investments 101 with Jack Brennan 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. 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. Episode Resources Connect with Catholic Investment Services /episode/index/show/sustainablegrace/id/37178920

Virtual Coffee with Scott Malpass 06/18/2025

Virtual Coffee with Scott Malpass 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 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. Episode Resources Connect with Catholic Investment Services /episode/index/show/sustainablegrace/id/37045095

State of the Markets Macro Economic Check-In 02/27/2025

2024 Catholic Investor Symposium: What Keeps Us Up At Night 01/06/2025

2024 Catholic Investor Symposium: US Productivity or Debt: Who Wins? Keynote 11/18/2024

Exploring Ruchir Sharma's Book: "What Went Wrong with Capitalism" 10/09/2024

“Mensuram Bonam": One Year Later, How Have Catholic Principles Been Implemented For Good Measure? 04/04/2024

Aligning Catholic Values For Investment Success 03/12/2024

State of the Markets Macroeconomic Check-In 02/01/2024

10 Pitfalls of Building Your Catholic Foundation and How to Address Them 12/12/2023

Incorporating a Culture of Philanthropy in Your Religious Community 11/07/2023

Incorporating a Culture of Philanthropy in Your Religious Community In this podcast, Zela Astarjian, Managing Director at CIS, joins Sister Barbara Thomas of the United States Province of the Apostles of the Sacred Heart of Jesus, Katie Thiemann of Cor Jesu Academy, and Sister Irene O'Neill of Sisters Rising Worldwide to discuss incorporating a culture of philanthropy in your religious community. More and more, Catholic institutions are making advancement a priority. The reason: Without a strong advancement program, some organizations may struggle or fail in the decades ahead due to shifting demographics and donation practices among Catholics nationally. This will be an educational workshop and will cover essentials such as enhancing financial management practices, creating an advancement function, making fundraising more strategic and building a strong endowment. The discussion will examine how religious orders can secure their futures by implementing best practices for board and committee governance. Highlights The aim of the session is to demystify fundraising with real-life examples on how to improve fundraising efforts Katie’s personal experience where a major donor initially said no, but later came back with a heavy donation Sister Barbara’s experience of shifting from school administration to fundraising, and how the needs of a province drive the fundraising activities The need for donations to support the home for the sisters, a responsibility handled by the fundraisers The importance of asking for a specific number when fundraising because it is statistically more effective Establishing a board instead of an advisory committee due to the major responsibility and commitment board members accept The initial challenges and eventual success of a dinner event Sister Barbara organized featuring Cardinal Dolan as the speaker The centerpieces at the tables which contained pictures of young individuals associated with their ministries and a quote about their life experiences The story of one of the sisters who actively engaged with attendees, just by getting them to sign in a visitors' book Episode Resources Connect with Catholic Investment Services /episode/index/show/sustainablegrace/id/28530458