Sustainable Grace

This "Mission in Focus" podcast—moderated by Tim Connors—featuring Jeff Rauenhorst in a fireside-style discussion highlighted the impactful work of the Catholic Climate Covenant and other uplifting endeavors. Timed to honor the 10-year anniversary of Laudato Si', this event explored how Catholic fiduciaries can support creation care through mission-aligned investment and energy stewardship. Jeff shared how the Covenant's Catholic Energies program is helping Catholic institutions reduce costs and emissions, and the discussion highlighted other hopeful innovations that reflect the Church's call to protect both people and the planet.
 

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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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

https://catholicinvest.org/about-us/

https://catholicinvest.org/about-us/#board-of-trustees 

https://catholicinvest.org/contact-us/ 

https://catholicinvest.org/cis-institute/

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

https://catholicinvest.org/about-us/

https://catholicinvest.org/about-us/#board-of-trustees 

https://catholicinvest.org/contact-us/ 

https://catholicinvest.org/cis-institute/

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 yields.
The value of diversification in global portfolios.
Potential productivity growth from AI.
The transformative potential of AI in various sectors.
Predicted economic outcomes of AI integration.
 
Episode Resources
Connect with Catholic Investment Services
https://catholicinvest.org/about-us/
https://catholicinvest.org/about-us/#board-of-trustees
https://catholicinvest.org/contact-us/
https://catholicinvest.org/cis-institute/

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 budget deficit.
Geopolitical risks and inflation concerns.
Rising government debt and impact on future generations.
Discussion on budget deficit and fiscal responsibility.
Inflation and its effect on income inequality.
Evaluation of equity valuations and potential bubbles.
The complexities of AI and its contrasting impact.
Personal story on AI's positive impact in healthcare.
The need for thoughtful regulation of AI.
 
Episode Resources
Connect with Catholic Investment Services
https://catholicinvest.org/about-us/
https://catholicinvest.org/about-us/#board-of-trustees
https://catholicinvest.org/contact-us/
https://catholicinvest.org/cis-institute/