CBIS Global Conference

Faith. Dialogue. Global Impact.

February 4, 2026
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.

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, CBIS Global Managing Director | 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 | Aula Magna 

11:05 Coffee break 

Veranda 

11:35 Keynote: Ethical AI 

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, CBIS Global Managing Director | 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, CBIS Global Managing Director | Formation Center 
  • 2.3 CBIS Fund Brief Rotation 2 – French 
    • Michel Meert, Mercer | Formation Center 

16:25 Closing 

David Schwarzenberger, CBIS Global Managing Director | Aula Magna 

16:35 Aperitivo 

Veranda 


A look back: 2025 CBIS Global Conference Materials

Catholic Responsible Investments: Aligning Faith and Finance

Click below to view the presentation in your preferred language.

CBIS Update

English
Market Outlook and Opportunities

English
Italian
French
Spanish
Keynote Address

English
Mensuram Bonam

English
Italian
French
Spanish
Multi-Asset Solution

English
Italian
French
Spanish

2025 Global Conference – Session Videos

Investing with Intention: How CBIS Applies Mensuram Bonam to Portfolios

In this session, the CBIS team explores how the Vatican’s 2022 document Mensuram Bonam shapes investment decisions aligned with Catholic social teaching. President & Chief Executive Officer Jeffrey McCroy and Co-Chief Investment Officer John Geissinger explain the principles of engagement, enhancement, and exclusion in ethical investing.

Navigating Market Uncertainty: Perspectives and Opportunities from Global Investment Leaders

Charting the Future: CBIS’ Commitment to Global Catholic Investing

In this video, we outline CBIS’ evolving strategy, particularly to international investors, which focuses on expanded offerings and a more sophisticated global investment platform. President & Chief Executive Officer Jeffrey McCroy highlights the organization’s focus on Catholic Responsible Investments.

Faith, Finance, and the Future: The Transformative Power of Impact Investing

Angelika Delen, Global Head of Impact Investing at Mercer, explores how small financial decisions can drive large-scale social and environmental change through impact investing. She highlights global challenges—such as climate change, food waste, and healthcare inequality—and presents real-world examples of private market investments that address these issues while delivering returns.

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.