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.
Greetings,
I am humbled by your unanimous approval to transform the CBIS Global Funds lineup. The first trades of the new CRI Global Equity Fund and CRI Global Bond Fund on 17 November will represent the culmination of four years of demanding work by the talented folks at CBIS.
You’ll understand how proud I am to say CBIS’ assets under management (AUM) are at an all-time high. Post-transformation, certain assets will be required to shift between the U.S. and Europe, but the enthusiasm for the new Funds is evidenced by the stability of the organization’s AUM in total. From where I sit, that fact alone is a clear indication of a successful fund merger.
On behalf of everyone involved, thank you for standing by us.
A GLOBAL FIRM ACTING LIKE A GLOBAL FIRM
From here, I’m confident things will only get bigger and better for CBIS investors. The new Funds, we believe, will immediately benefit from the solid work done by our CBIS portfolio management team to determine complementary managers with diversifying return drivers for the portfolios. I can’t say enough about the great benefits we have gained from our relationship with Mercer in those efforts.
On the horizon, meanwhile, is the launch of the CRI Magnus Fund, which, in my opinion, represents one of the most sophisticated, global multi-asset investment product designs on the market. As a direct result of the added resources and structure we’ve gained through our Mercer relationship, we expect to leverage our combined investing acumen across virtually any strategy or geography we see fit. I can easily see us bringing some of those smart ideas into our U.S. Magnus product soon. CBIS’ investment solutions are no longer bound by geography.
And to cap it off – at least for now – we’ll be steadily rolling CBIS’ currency management skills into the new Global Funds. Recognizing that currency movements significantly affect investment outcomes, each Fund will be built out to include a share class denominated in the euro, in the U.S. dollar, and in a hedged euro! Currency management isn’t just a technical detail — it’s a key performance driver for global portfolios.
THIS TRANSFORMATION IS MORE THAN A TEMPORAL MOMENT
You may have heard of Kronos and Kairos, two concepts that originate from ancient Greek philosophy. Both are related to the concept of time, but they have distinct attributes that set them apart. While Kronos refers to the linear progression of time, Kairos is concerned with the quality of time and the opportunities its passage presents.
I mention this for a reason. This proposal, this transformation, this new CBIS – all along, we thought we were working on Kronos. In fact, what we’ve actually been delivering is Kairos. Our responsibility is to protect the treasury of the Church forever, not just for a moment. I believe this fund transformation positions CBIS to effectively lean into that noble responsibility for a very long time.
Once again, thank you for your loyalty to CBIS and our Catholic Responsible Investments approach to managing money. We’re honored to be your partner.
Peace,
Jeff
P.S. The Global Funds Transformation Toolkit is still available on the CBIS website. There’s plenty of helpful information included to assist you across the upcoming events!
Mass
Sessions
Helping to Answer a Higher Calling
CBIS has always placed the highest importance on Catholic teaching and service to the Catholic market.
Over the years, we’ve come to know that ensuring an alignment of interests between CBIS and its
investors demands a two-pronged approach: Independent oversight of the traditional governance
functions and an advisory body to emphasize the firm’s applications of Church teaching.
CBIS’ Charisms Council was formed as an advisory body to review and opine on important CBIS’
initiatives that touch on the firm’s application of Catholic teaching in its investment strategies…
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January 2021
As a difficult year comes to a close and we begin anew, I wanted to reach out with a simple message of hope. Amid the loss of life, social isolation and economic hardship caused by COVID-19, the people and organizations that make up the Catholic Church remain strong and devoted. The Church has survived countless crises. Although we still face many challenges, we will survive this one too.
At CBIS, we are grateful for the trust our investors placed in us in 2020, and proud of the high level of service we provided throughout this tumultuous period. However, we also understand the heavy economic toll the events of the past year have taken on Catholic institutions. At the onset of the coronavirus outbreak, we vowed that CBIS would not only weather the turbulence but emerge stronger and better equipped to help our investors fulfill their financial goals and advance their missions.
As 2021 begins, we are well positioned to make good on that pledge. Our investors rely on CBIS to protect the capital that ensures their financial stability and produce the investment returns needed to fund their operations—all in a manner consistent with their Catholic faith. In a volatile market, we delivered on those commitments. Our competitive returns were rooted in part in our dedication to sound risk management and investor communication. Throughout the crisis, we have remained in close contact with our investors, counseling them on the potential pitfalls of intemperate reactions and advising them to stay the course with their long term-strategies.
The success of this approach helped us reach more Catholic institutions and continue to grow as a firm. Today we manage more than $9 billion in assets for over 800 Catholic institutions around the world. That includes our CBIS Global Funds platform, which surpassed $1 billion in assets in 2020. CBIS Global has grown steadily since its 2008 launch in conjunction with the opening of our Rome office, and now serves investors spanning 11 countries through both fixed income and equity strategies. A key milestone in our global efforts, our active ownership program led its first UK resolution in 2011, in coalition with investors from the U.S., UK, and Europe.
Recognizing the challenges facing Catholic institutions worldwide, CBIS took proactive steps to further upgrade the service we provide to our investors. For example, our relatively small firm hired eight new professionals, with all but one directly supporting our investors or advancing our active ownership initiatives on the Impact & Justice team.
These actions were just the latest steps in a long-term effort to enhance value for our investors. As part of that process, we have worked with our governing bodies and partners—including our sub-advisers and our transfer agent, BNY Mellon—to wring every possible efficiency out of our operational model. However, these ongoing discussions suggest we might be reaching the limits of what we can accomplish under our current operational structure. For that reason, we are considering new approaches and solutions. It is premature to share details, but you can be assured that any changes we make will be designed to:
- Extend our reach to a larger number of Catholic organizations
- Maintain our standard of strong investment performance
- Enhance the CBIS client experience
- Upgrade our technology infrastructure
Any new solution we pursue also will be aimed at freeing up time and money that can be devoted to our charism of advancing our Catholic principles through our investment decisions and active ownership work. The events of 2020—including the suffering caused by COVID-19 and the social unrest that erupted over racial injustice—reinforced the importance of this mission.
Like all of you, we were shocked by the police killing of George Floyd, and began looking within to better understand the role we should play in fighting racial discrimination. We are actively seeking out the right partners to lead CBIS in a period of prayer, reflection and discussion on this critical issue. Insights from our discernment will guide our path forward as a firm.
However, we have not waited to take meaningful action. While CBIS has always engaged our sub-advisers and other external partners on diversity issues, we took a more focused and deliberate approach to these discussions in 2020. Additionally, although we are proud of our firm’s gender diversity, we recognize the need to be more inclusive. CBIS is currently in the process of awarding four newly created internships to students of color. The immediate goals of this program are to further increase the diversity of our firm and create new opportunities for people who are underrepresented in investment management. Over the long term, we hope the talented individuals who get their start through CBIS internships will go on to act as evangelists throughout our industry on the importance of ethical investing.
In the year ahead, I will have more to report on developments at CBIS across these different areas. In the meantime, know that I understand the challenges you face and will continue working tirelessly to enhance the value we deliver to you, our investors, and drive positive change in accordance with Catholic social teaching.
On behalf of everyone at CBIS, I wish you a healthy and happy 2021.
Peace,
Jeffrey A. McCroy