In times of market volatility, it can feel like every headline reflects uncertainty in the market. But we must remember there is a difference between the signal and the surrounding noise…
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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.
Empowering Investments for Positive Change
February 22, 2024 | Rome, Italy
Featured Speakers:
- Br. Armin Luistro, FSC, Superior General of the De La Salle Christian Brothers
- Rev Father Seamus Finn, OMI
- John Dalla Costa
- Garvan McCarthy, Mercer, Chief Investment Officer for Europe, the Middle East and Asia
CBIS Speakers:
- Jeffrey McCroy, President & CEO
- Andrea Favaloro, President of CBIS Global
- John Geissinger, Chief Investment Officer
- Julie Tanner, Managing Director – Catholic Responsible Investments
CBIS Welcome and Introductions
Andrea Favaloro
President of CBIS Global welcomes attendees
to the 2024 CBIS Global Conference.
Institute of the Brothers of the Christian Schools: Welcome
Br. Armin Luistro
FSC welcomes attendees to the 2024
CBIS Global Conference.
The Church and Mensuram Bonam
A fireside conversation with Jeffrey McCroy, Rev. Father Séamus Finn, OMI, and John Dalla Costa.
Market Outlook and Opportunities
Andrea Favaloro, Garvan McCarthy, and John Geissinger discusses the current market outlook and opportunities.
CBIS’ Impact Report
Jeffrey McCroy and Julie Tanner discusses insights from CBIS’ 2023 Impact Report.
Closing Remarks
Andrea Favaloro closes the 2024 CBIS
Global conference with closing remarks.
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.
Thank you for visiting our booth at the Diocesan Fiscal Management Conference (DFMC) in Denver. The booth materials are available to download in the links below.
Chicago – May 25, 2023 — Christian Brothers Investment Services, Inc. (CBIS), a leading investment management firm and Registered Investment Advisor to Catholic investors around the world, today announced that a shareholder resolution co-led by the company and Legal & General Investment Management (LGIM) will go to a vote at the Exxon Annual General Meeting on May 31, 2023.
Read the press release here
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The securities identified and described do not represent all of the securities purchased, sold or recommended for the CRI Funds, CBIS Global Funds, and separate managed accounts. The reader should not assume that an investment in the securities identified was or will be profitable. It is not known whether the listed clients approve or disapprove of the adviser or its services.