Save the date: February 4, 2027
Casa Generalizia Fratelli delle Scuole Cristiane | Rome
Held in the spirit of collaboration and shared purpose, the conference brings together thought leaders, investors, and Church leaders to explore how Catholic investing can transform the world.
Join us for a day that unites insight and inspiration, advancing our shared values in investing according to Catholic social teaching.
Invitation-only event.
A look back: 2026 Global Conference Session Videos
CBIS Update
Jeff McCroy, CEO of CBIS, outlines CBIS’ leadership in global growth, competitive investment solutions, and the advancement of Mensuram Bonam. He highlights the transformation of the CBIS Global Funds, record assets under management of $12.8 billion, strong 2025 performance results, and the expansion of strategies to meet the needs of Catholic investors worldwide. Jeff concludes with a call to deepen engagement, enhancement, and exclusion efforts while expressing gratitude for the collaboration and trust that continue to guide CBIS forward.
Market Outlook and Opportunities
Deborah Wardle of Mercer and Tom Digenan of CBIS deliver a thoughtful market outlook. They explore asset allocation, portfolio construction, and the evolving economic landscape shaping investor decisions today. Their conversation offers a steady, disciplined perspective on navigating uncertainty while remaining anchored in long term objectives and Catholic Responsible Investment principles.
Mensuram Bonam Presentation
Sister Helen Alford explores the vision and principles behind Mensuram Bonam, offering a compelling framework for ethical finance rooted in Catholic social teaching. In this address, she connects faith, economics and history to show how financial systems can better serve the common good. Her talk challenges leaders to think beyond short term performance and toward a deeper, values based approach to economic life.
Ethical AI Discussion
This session examines the ethical dimensions of AI through the lens of Catholic values, highlighting the responsibility that comes with emerging technology. The conversation challenges us to think beyond efficiency and ask how AI can truly serve human dignity and the common good.
Global South and the Church Panel Discussion
This session explores the growing importance of the Global South in shaping the future of the Church, the economy, and responsible investing. We examine demographic shifts, economic development and the unique opportunities and challenges facing emerging markets.
2026 Agenda
Morning
08:15 Registration and Coffee
Entrance
08:45 Mass
Cardinal Peter Turkson, Chancellor of the Pontifical Academy of Sciences and the Pontifical Academy of Social Sciences | La Sallian Shrine
09:45 Welcome from CBIS
David Schwarzenberger | Aula Magna
09:55 Welcome from the Institute of the Brothers of the Christian Schools
Brother Carlos Gabriel Gómez Restrepo, FSC, Vicar General for the Institute of the Brothers of the Christian Schools | Aula Magna
10:05 CBIS Update
Jeffrey McCroy, CBIS President & Chief Executive Officer | Aula Magna
10:20 Panel discussion on the Global South and the Church
Cardinal Peter Turkson, Chancellor of the Pontifical Academy of Social Sciences, John Dalla Costa, President of the Centre for Ethical Orientation, Brother Amilcare Boccuccia, FSC, Secretary of Solidarity and Development, Jeffrey McCroy, CBIS President & Chief Executive Officer | Aula Magna
11:05 Coffee break
Veranda
11:35 Keynote: Ethical AI
Julie Tanner, CBIS Managing Director – Catholic Responsible Investments, Byron Evans, Mercer Director of Product, Artificial Intelligence, John Dalla Costa, President of the Centre for Ethical Orientation | Aula Magna
12:20 Mensuram Bonam
Sr. Helen Alford, O.P., Dean, Faculty of Social Sciences | Aula Magna
Afternoon
12:55 Lunch
Prayer: David Schwarzenberger | Restaurant
13:55 Breakout Sessions
1. Market Outlook and Opportunities – English and French
Thomas Digenan, CBIS Chief Investment Officer and Deborah Wardle, Mercer Head of Portfolio Management, EMEA | Aula Magna
2.1 CBIS Fund Brief Rotation 1 – Spanish
David Schwarzenberger | Formation Center
2.2 CBIS Fund Brief Rotation 1 – Italian
Federico Addari, CBIS Director – Relationship Management | Formation Center
14:55 Coffee Break
Veranda
15:25 Breakout Sessions
1. Market Outlook and Opportunities – Spanish and Italian
Thomas Digenan, CBIS Chief Investment Officer and Deborah Wardle, Mercer Head of Portfolio Management, EMEA | Aula Magna
2.1 CBIS Fund Brief Rotation 2 – English
David Schwarzenberger | Formation Center
2.3 CBIS Fund Brief Rotation 2 – French
Michel Meert, Mercer | Formation Center
16:25 Closing
David Schwarzenberger | Aula Magna
16:35 Aperitivo
Veranda
2026 CBIS Global Conference Materials
Click below to view the presentation in your preferred language.
| Printable Agendas English, Spanish, Italian, French |
| CBIS Update English, Spanish, Italian, French |
| Mensuram Bonam English, Spanish, Italian, French |
| Market Outlook and Opportunities English/French, Spanish/Italian |
| CBIS Fund Brief Please reach out directly for a copy. |
| Ethical AI I&J Review English, Spanish, Italian, French |
All material of opinion reflects the judgement of the Adviser at this time and is subject to change. This material is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.