Christian Brothers Investment Services

CBIS’ Co-Chief Investment Officer, Thomas Digenan, CFA, CPA, will moderate a panel discussion on alternative investment funds at the Mensuram Bonam Faith-Consistent Investment Conference in London on November 11-12. He will be joined by experts Annachiara Marcandalli, CFA, Head of European Sustainability and Impact at Cambridge Associates, and Garvan McCarthy, Mercer’s Chief Investment Officer for Europe, the Middle East and Asia. Together, they will explore how Catholic investors can align with Catholic Social Teaching by leveraging alternative assets for impactful, faith-consistent investments, guided by Mensuram Bonam’s call to “engage, enhance, and exclude,” while addressing key challenges. #FaithConsistentInvesting #AlternativeInvestments #CatholicResponsibleInvesting

In our Q3 2024 Impact & Justice Review, Lisa Cox, Senior Director of Catholic Responsible Investments, discusses the growing importance of Ethical A.I. and how it aligns with our commitment to Catholic Responsible Investments. Read the full review here: https://lnkd.in/gh6KaiQi #catholicinvesting #investing #catholicfinance

Join an engaging conversation between CBIS’ two Co-Chief Investment Officers, Thomas Digenan, CFA, CPA, and John Geissinger, CFA, as they explore key market trends and discuss how current political dynamics are influencing behaviors in the Q3 2024 review. Learn more here: https://lnkd.in/gY_2MXau   #catholicinvesting #investing #catholicfinance

Last week, CBIS attended the 2024 Resource Center for Religious Institutes (RCRI) conference in Orlando, FL. We hosted a panel on “Meeting the Challenge of Mensuram Bonam,” focusing on the importance of faith-based investing to “engage, enhance, and exclude.” The panel was moderated by CBIS’ Co-Head of U.S. Distribution, Michael Bell, CFA and featured CBIS’ CEO & President, Jeffrey A. McCroy, alongside Fr. Séamus Finn, OMI, John Dalla Costa, and Katie McCloskey. We concluded the event with a lively Thursday night reception themed "Tropical Paradise," co-hosted alongside Christian Brothers Services. It was a fantastic opportunity to celebrate and connect with fellow attendees. Thank you, RCRI, for a wonderful event!

This week, CBIS attended the Diocesan Fiscal Management Conference (DFMC) in San Diego, CA. We had a wonderful time connecting with fellow attendees and industry professionals throughout the event. We wrapped up the conference with a Catamaran cruise, hosted alongside Innovest and Lincoln Financial Group, which offered both a fantastic networking opportunity and a fun excursion. Thank you, DFMC, for another great event! #DFMC #CatholicResponsibleInvesting

CBIS is thrilled to sponsor and return to the Mensuram Bonam Faith-Consistent Investment Conference in London from November 11-12. This year’s event builds on last year’s success, focusing on creating a more developed and coherent ethical investment ecosystem for Catholic investors. CBIS’ Co-Chief Investment Officer, Thomas Digenan, CFA, CPA, will be moderating a panel on alternatives, featuring Garvan McCarthy, Chief Investment Officer for Europe, the Middle East and Asia at Mercer, and Annachiara Marcandalli, CFA, Head of European Sustainability and Impact at Cambridge Associates. We look forward to insightful breakout sessions, roundtable discussions, and inspiring keynote speakers. #MensuramBonam #CatholicResponsibleInvesting #FaithBasedInvesting

Each year the CBIS team looks forward to the Resource Center for Religious Institutes (RCRI) conference which is in Orlando, FL, this year from October 1-4. CBIS’ President & CEO, Jeffrey A. McCroy, will be in attendance alongside a number of CBIS team members. Our team always looks forward to the Thursday night reception we host alongside Christian Brothers Services, and this year is no exception. We are looking forward to an inspiring event and the opportunity to reconnecting with familiar faces.

CBIS is proud to return as a gold sponsor to the Diocesan Fiscal Management Conference (DFMC) on Sept. 29 - Oct. 2 in San Diego, CA. CBIS’s President & CEO, Jeffrey A. McCroy, alongside CBIS team members Michael Jackson, C(k)P, AIFA, CPFA, Michael Bell, CFA, Chela Mitchell, Jay Boothby, and David Schwarzenberger, CFA will be in attendance. Stop by booth #202 to say hello!

CBIS is excited to share that CBIS’ Co-Head of U.S. Distribution, Michael Jackson, C(k)P, AIFA, CPFA, will be attending the 2024 ERISA 403(b) Advisors Conference, taking place on September 19-20 in Chicago, IL. This conference is a great opportunity for advisors and consultants to gain insights from top thought leaders, exchange ideas with peers, and build a national network of contacts. 

CBIS is thrilled to announce our return to the 2024 Interfaith Center on Corporate Responsibility (ICCR) conference in New York, NY from September 16-20. CBIS’ Co-Chief Investment Officer, Thomas Digenan, CFA, CPA, Managing Director, Julie Tanner, Senior Director, Ray Burnell, and Senior Director, Lisa Cox, will be attending this year’s conference. We are especially looking forward to the session, "How AI Poses Both Risks and Solutions to Child Sexual Exploitation," where Lisa Cox will be leading a panel discussion. This conference provides a valuable opportunity to learn from experts on key topics, exchange insights, and strengthen strategies that drive improved corporate performance and impact. #CatholicResponsibleInvesting