Catholic Faith Investor Alliance

08/21/2026

Coffee Break 4 is in the books! ✅

Yesterday, Bob Smith of Sage Advisory walked us through the foundational frameworks that make Catholic Values Investing possible:

📜 Catholic Social Teaching — The moral foundation
📊 Mission-Driven Investing — The implementation framework
🗺️ Mensuram Bonam — The Catholic investment roadmap

The takeaway was clear: Catholic Values Investing is principled, actionable, accountable, and mission-aligned.

Now it's time to build.

The 2026 Catholic Faith Investor Summit is coming September 16–17 at the New York Athletic Club in Manhattan.

This is where the frameworks come to life. Where you will learn from practitioners who have already implemented these principles. Where you will build relationships that will sustain you for years to come.

What you'll gain:
✅ Governance frameworks — Investment Policy Statement templates, board consensus strategies
✅ Public markets screening — Integrate Catholic values into equity and fixed-income portfolios
✅ Impact investing frameworks — Deploy capital into housing, healthcare, and community
development
✅ Engagement & stewardship strategies — Move from avoidance to active ownership
✅ Peer connections — Join leaders who share your commitment

The room is taking shape. Professional advisors make up the largest group — leaders from Breckinridge Capital Advisors, Domini Impact Investments, StepStone, CAPTRUST, and Impax Asset Management are already confirmed.

Registration rates are still available — but they will not last.

If you're ready to build, secure your seat at the Summit: https://zurl.co/YO1tb

08/18/2026

Two Days to Coffee Break. Your Peers Are Already in the Room. Are You?

Coffee Break 4 is just two days away — August 20 at 2:00 PM EST.

Who is already in the room?

35% — Professional Advisors
15% — Family Offices & Foundations
20% — Institutional Investors
30% — Diocesan Leadership

Professional advisors make up the largest group. Your peers are already engaging. They are building frameworks. They are not waiting.

What you'll gain:

✅ Insights for diocesan leadership — governance frameworks that preserve Catholic identity
✅ Insights for institutional investors — practical portfolio construction and screening strategies
✅ Insights for family offices and foundations — deploy capital into housing, healthcare, and community development
✅ Insights for professional advisors — active engagement, proxy voting, and stewardship strategies
✅ A preview of the 2026 Catholic Faith Investor Summit
✅ Direct access to ask questions and get answers in real time
✅ Connections with peers who share your mission

The 2026 Catholic Faith Investor Summit takes place September 16–17 at the New York Athletic Club in Manhattan.

🔹 Reserve Your Spot for Coffee Break 4: https://zurl.co/hORVb

🔹 Secure Your Summit Seat: https://zurl.co/OTcgC

08/17/2026

Stewardship is the thread that ties it all together. Foundation. Framework. Community. Perspective. Mission. Vision. Purpose.

Each is incomplete without the others. Each points toward the same truth: that capital is a gift to be managed faithfully, and that the work of Catholic institutional investors is not merely technical — it is sacred.

Stewardship is the quiet confidence that we are not alone in this work. That the structures we build will hold. And that the legacy we leave will serve the generations that follow.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/dQ2vb

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/Z4gm3

08/17/2026

Purpose is the question that sits beneath every other question. It is the why that gives meaning to the what.

For Catholic institutional investors, purpose is not an afterthought. It is the starting point. It is the recognition that capital exists to serve something larger than itself — and that our work is not merely to grow assets, but to deploy them in ways that honor the common good.

Purpose is practical. It shows up in investment policies, in governance structures, and in the quiet decisions that shape institutional legacy.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/zRwS0

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/Fdui8

08/14/2026

Vision is the capacity to see what others do not. To imagine a future that does not yet exist — and to invest in making it real.

For Catholic institutional investors, vision is not about prediction. It is about preparation. It is the willingness to ask: what will be required of us in the years ahead? And how can we begin now to meet that requirement?

Vision is not speculation. It is responsibility. It is the recognition that the decisions we make today will echo far beyond our own tenure.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/h8w6U

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/Pw5js

08/13/2026

Mission is not a statement on a wall. It is a north star. It does not change with the market, nor does it bend to pressure. It holds steady — and in doing so, it holds us accountable.

For Catholic institutional investors, mission is the thread that connects every decision. It is why we screen certain investments and pursue others. It is why we prioritize governance structures that outlast us. It is why we invest not for today alone, but for the generations that will follow.

Mission is not a constraint. It is clarity. It is the difference between investing with purpose and investing without.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/K31xu

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/1CjnJ

08/12/2026

There is a difference between managing capital and stewarding it. Managing is about returns. Stewarding is about purpose. Managing asks what the numbers say. Stewarding asks what the numbers mean.

Catholic institutional investors carry a unique responsibility: to hold both questions together. To pursue strong returns — not as an end, but as a means. To recognize that the numbers are not the story. They are evidence of the story.

Perspective is the ability to see beyond the quarter. To invest not only with the head, but with the heart. To remember that capital is not the goal. It is the gift.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/jOOGA

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/6Xp2F

08/11/2026

The best ideas do not emerge in isolation. They emerge in conversation — in the friction of competing
perspectives, in the willingness to test assumptions against the lived experience of others.

For Catholic institutional investors, this is not a nicety. It is a necessity. The challenges of faithful
investing are too complex for any single institution to solve alone. Frameworks that hold up over time
are tested by peers, refined by dialogue, and strengthened by accountability.

Community is not just a support system. It is a source of wisdom. It is where good ideas become great
ones, and isolated efforts become collective movements.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/Iivrx

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/BdLRq

Register for the Catholic Faith Investor Summit today. Discover faith-based investing strategies and connect with like-minded Catholics.

08/10/2026

Good intentions are not enough. They never have been.

What separates faithful investing from wishful thinking is the discipline of framework — the willingness to translate principles into policies, to move from aspiration to structure.

Catholic institutions have long understood this. The call to invest faithfully is not a call to simplicity. It is a call to rigor. To engage with complexity, to build governance structures that hold up not only in favorable markets, but in moments of uncertainty.

A framework is not a constraint. It is a gift — one that allows institutions to invest with confidence, clarity, and conviction.

🔹 Secure your seat at the 2026 Catholic Faith Investor Summit: https://zurl.co/rRBNF

☕ Reserve your spot for Coffee Break 4 on August 20: https://zurl.co/chExB

08/08/2026

📢 7 Days to Register: 25% of Attendees Are Asset Managers

25% are asset managers. 30% are dioceses. They are filing resolutions. They are voting proxies. They are engaging — not avoiding.

With 7 days until registration closes, the 2026 Catholic Faith Investor Summit is where active ownership strategies take shape.

September 16–17 | New York Athletic Club

Avoidance is a choice. So is engagement. Your peers have chosen. The question is whether you will choose action — or inaction.

What you'll leave with:
✅ Engagement frameworks you can apply immediately
✅ Governance integration strategies for Investment Policy Statements
✅ Peer insights from successful shareholder engagement
✅ Vatican guidance on using your influence as a shareholder

🔴 Registration closes August 15. Only 7 days remain.

👉 Reserve your seat today: https://zurl.co/ZS2Og

☕ FREE VIRTUAL PREVIEW — Coffee Break 4 | August 20

👉 Reserve your spot: https://zurl.co/xNa2M