Empowering Investments for Positive Change: Insights from the 2024 Global Conference in Rome
On February 20, 2024, CBIS hosted the annual CBIS Global Conference in Rome. The event brought together investment and industry leaders, investors, and special guests worldwide. Themed “Empowering Investments for Positive Change,” the conference focused on market outlook and CBIS’ commitment to evangelize the message of Mensuram Bonam and Catholic Responsible Investing.
The event commenced with Mass celebrated by His Eminence Cardinal Peter Kodwo Appiah Turkson. Andrea Favaloro, President of CBIS Global, opened the conference, discussing the importance of Catholic Responsible Investing. , followed by a welcome by Br. Armin Luistro, FSC, Brother Superior of the Institute of the Brothers of the Christian Schools.
The session, “The Church and Mensuram Bonam” and was led by CBIS’ President & CEO, Jeffrey McCroy, with panelists and contributors of Mensuram Bonam, Reverend Father Séamus Finn, OMI, Chief of Faith Consistent Investing at Oblate International Pastoral Investment Trust, and John Dalla Costa, Founding Director at the Centre for Ethical Orientation. The conversation explored Mensuram Bonam’s fundamentals, its practical application, and the intersection of faith and finance.
Garvan McCarthy, Mercer’s Chief Investment Officer for Europe, the Middle East and Asia, and John Geissinger had a session wherein they shared their insights into the current market outlook and emerging opportunities.
A panel discussion on CBIS’ approach to investing in line with Mensuram Bonam was led by CBIS’ Chief Marketing Officer, Sarah McClain, and featured Jeffrey McCroy, John Geissinger, Chief Investment Officer, and Julie Tanner, Managing Director – Catholic Responsible Investments. The discussion focused on how Mensuram Bonam’s call to “engage, enhance, and exclude” reaffirms CBIS’ Catholic Responsible Investments approach.
The 2024 Global Conference in Rome was an opportunity to heed the Vatican’s call to action through Mensuram Bonam, discuss CBIS’ approach to investing in line with Mensuram Bonam, and provide an outlook of the financial markets. We are grateful for the opportunity to connect with our global investors and partners, reaffirming our dedication to empowering investments for positive change.
Conference Resources:
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.