Critical thinking℠
1 Theme, 2 CIOs, 3 Questions
A CIO to CIO dialogue that explores one theme, two North-America-based CIOs and three key questions.
This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.
Latest episode
Episode 3 | Geopolitics, AI, and the search for portfolio strategies
Recorded live at Mercer’s Global Investment Forum in Orlando, in this special edition of the One theme, Two CIOs, Three questions podcast Anne Marie Schultz, US Investments Commercial Leader is joined by US CIO Andrew McDougall and Global Alternatives CIO Garvan McCarthy on the key issues shaping investor decisions today. From geopolitical and energy risk to AI-driven growth, private markets liquidity, and portfolio resilience, they discuss what institutional investors may be underestimating — and how to think about positioning for the second half of the year.
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Episode 2 | Values aligned investing in a rapidly evolving landscape - with CBIS and Mercy Investment Services
Join Cori Trautvetter as she sits down with Lisa Laird, CIO of Mercy Investment Services, and Tom Digenan, CIO of Christian Brothers Investment Services (CBIS), for a frank conversation about the promise - and the misconceptions - of values-aligned investing. Together they cut through the noise to explore whether mission-driven portfolios must sacrifice returns, how AI and rapid structural change are reshaping opportunity and risk, and the practical tools investors could use beyond simple exclusion screens.
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Episode 1 | Navigating Markets in a Macro-Driven Investment Environment - with Bon Secours Mercy Health and the Hershey Trust
We're excited to launch the first episode of our new Critical Thinking series: 1 Theme, 2 CIOs, 3 Questions. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's investment landscape.
In this debut episode, Mercer's Andre Boucher sits down with Jim Mahoney, CIO of Bon Secours Mercy Health, and Leslie Lenzo, CEO/CIO of the Hershey Trust, to explore how to navigate markets in a macro-driven environment. They share insights on the unique challenges and opportunities faced by Endowment & Foundation and Healthcare organizations.
Topics covered include:
- The evolving debate of active versus passive management
- Governance best practices that seek to enhance decision-making and align investments with organizational missions
- Managing private capital commitments and liquidity in today's fast-changing market environment
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