CBIS is proud to be sponsoring the 2024 Gallagher Convocation Conference at the University of Notre Dame in South Bend, IN from May 21-23. CBIS’ Managing Director - Investor & Consultant Relations, Jay Boothby, will be attending this year’s event.

#CatholicResponsibleInvesting

Today marks a special occasion as the Brothers of the Christian Schools celebrate Saint John Baptist de La Salle. It’s a time to honor the enduring legacy of the Lasallian mission, inspired by the vision and dedication of St. John Baptist de La Salle.

Happy Founders Day!

Last week, CBIS had the honor of attending the annual CEO Symposium conference in Plymouth, MI.
Thank you to the Consortium of Catholic Foundations Chief Executives Community for hosting this event. It was a wonderful opportunity to reconnect and develop new relationships.

This week, CBIS team members Michael Jackson, C(k)P, AIFA, CPFA, Michael Bell, CFA, Sarah McClain, Chat Cowherd, Jay Boothby and Chela Mitchell were thrilled to attend the Napa 401(k) Summit in Nashville, TN as exhibitors.

Thank you, NAPA, for a wonderful conference!

CBIS team members Michael Jackson, C(k)P, AIFA, CPFA, Michael Bell, CFA, Sarah McClain, Chat Cowherd, Jay Boothby and Chela Mitchell will be attending and exhibiting at the upcoming NAPA 401(k) Summit April 7-9 in Nashville, TN. Stop by booth 724 to say hello!

#NAPA401kSummit

Wishing you and your loved ones a blessed and joyous Easter from all of us at CBIS!

This week, CBIS team members Jay Boothby and Jelena Milinkovic attended “Synergy in the ‘Sip”, the Southeast Regional Diocesan Finance & HR Conference in Biloxi, MS! They enjoyed meeting all the attendees and discussing CBIS’ Catholic options for #retirementplans .

CBIS is excited to be a Platinum sponsor at “Synergy in the ‘Sip”, the Southeast Regional Diocesan Finance & HR Conference, on March 17-19 in Biloxi, MS.
We look forward to seeing you there!

#FaithBasedInvesting #CatholicInvesting

CBIS is excited to attend and exhibit the 2024 NAPA 401(k) Summit. This event will take place April 7-9 in Nashville, TN where CBIS team members will be exhibitors. Stop by booth 724 to say hello and learn more about CBIS.

Click here to register now: napasummit.org/register-2024/

We had the pleasure of recently hosting the annual CBIS Global Conference in Roma. This year’s theme was 'Empowering Investments for Positive Change.”
We would also like to thank our speakers, investors and special guests for making this a successful gathering.

CBIS is excited to attend the Consortium of Catholic Foundations CEO Symposium from May 7-9. Our President & CEO, Jeffrey McCroy, and Co-Head of U.S. Distribution, Michael Bell, CFA, will take the stage as presenting sponsors, sharing insights on Catholic Responsible Investing.

Last week, Our President & CEO, Jeffrey A. McCroy and members of the CBIS team attended the 2024 LASSCA in Orlando, FL. The conference provided an opportunity to make valuable connections with those committed to catholic education.

Thank you, LASSCA, for a wonderful conference!

CBIS’ President & CEO, Jeffrey McCroy, will join Managing Director - Catholic Responsible Investing, Julie Tanner, in a discussion on CBIS’ Impact Report at this year’s Global Conference in Rome. We’re excited for the dialogue ahead.

#CatholicResponsibleInvesting

We are excited to announce that CBIS’ Chief Investment Officer, John Geissinger, and Mercer’s Chief Investment Officer for Europe, the Middle East and Asia, Garvan McCarthy, will speak on Market Outlook and Opportunities at this year’s 2024 CBIS Global Conference.

We are thrilled to share that Angelino Alfano, President of the De Gasperi Foundation, will join us at the 2024 CBIS Global Conference, offering his insights of the view of a committed lay.

Mensuram Bonam remains a focus in 2024 and will be discussed at the 2024 CBIS Global Conference. This fireside conversation will be led by Jeffrey A. McCroy, President & CEO, with panelists and contributors of Mensuram Bonam, Rev Father Séamus Finn, OMI, and John Dalla Costa.

We're proud to sponsor the 2024 Lasallian Association of Secondary School Chief Administrators in Orlando, FL from February 25-28. Our President & CEO, Jeffrey McCroy is attending and will be joined by members of the CBIS team. #ServantLeadership #CatholicResponsibleInvesting

CBIS is excited to be joined by Superior General of the De La Salle Christian Brothers, Br. Armin Luistro, FSC, who will welcome investors to the 2024 CBIS Global Conference. We are guided by the Christian Brother’s vision for active ownership and are proud of our shared mission.

CBIS is excited to share that our 2024 CBIS Global Conference will begin with a Mass celebrated by His Eminence Cardinal Peter Kodwo Appiah Turkson at the FSC Generalate in Rome. It's an honor to have His Eminence join us, jumpstarting our event with celebration of the eucharist.

Last week, Co-Head of U.S. Distribution, Mike Jackson, represented CBIS at the 2024 Viking Cove Institute Industry Leaders Summit in Phoenix, AZ. The conference provided an opportunity to make valuable connections and gain fresh perspectives. Thank you, Viking Cove Institute!