In this webinar, moderated by Paulita Pike (Managing Partner, Ropes & Gray), Craig Husting (CIO, Public School & Education Employee Retirement Systems of Missouri), and Bob DiMeo (Chairman & Co-Founder, Fiducient Advisors) share actionable insights and strategies to help Catholic institutional endowments navigate investment challenges while balancing risk, returns, and faith-based values.
00:00 - Welcome, opening prayer, and Introductions
03:00 - Governance for Catholic Institutions
05:40 - Advice for smaller Catholic institutions with fewer institutions
10:35 - Asset allocation for endowments
18:03 - How to establish a meaningful benchmark
21:15 - Q: What do you think about replacing hedge funds with buffered ETFs?
25:43 - Catholic alignment in institutional investment portfolios
29:43 - Q: What size does an endowment need to be to invest in alternatives?
31:49 - Q: What is a long-term investment period within which to think of alternatives?
32:37 - Hedge funds as a reducer of risk
34:12 - Q: How do you see the role of active vs. index in aligning with Catholic principles?
38:58 - Q: How do fiduciaries incorporate Catholic values into due diligence when thinking about alternatives?
40:45 - Q: How can investment committees effectively work with consultants to identify and implement Catholic-aligned alternatives?
41:57 - Best practices for monitoring performance of alternatives
46:50 - How to approach conversations with trustees and non-investment stakeholders regarding Catholic values
48:41 - Meeting both long-term growth and short-term spending needs
53:25 - Advice on building a Catholic endowment
55:10 - Thank you and closing
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