Shows
Nonprofit Investment StewardsEpisode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment StewardsWhat makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk.
Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and invest with purpose.
From lessons shared by iconic investors, to strategies for effective governance, to DEI’s impact on investment decisions, this finale is packed with actionable wisdom.
You’ll hear about:
Strategies to help endowment and foun...
2024-12-0936 minNonprofit Investment StewardsEpisode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad LongAs markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment.
This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications.
You’ll gain insights into stock and bond markets, understand the impact of recent Federal Reserve actions, and explore strategies to navigate these turbulent times. Listen now to learn more about how to manage your nonprofit’s investments amidst economic uncertainty.
You’ll discover:
Overview of third-qua...
2024-10-0928 minNonprofit Investment StewardsEpisode 76 – Real Estate Investing Trends with Rich HillReal estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isn’t just market noise; it’s a critical investment insight.
Bob DiMeo and Devon Francis interview Rich Hill, head of real estate strategy and research at Cohen & Steers, about the current landscape of real estate investing. They discuss the impact of interest rates, the role of real estate in a diversified investment portfolio, and the potential opportunities and risks in different sectors of the real estate market today. Rich also shares his insights on anticipated changes in interest rates, trends in the r...
2024-09-1828 minNonprofit Investment StewardsEpisode 75 – Navigating Communication in a Noisy World With Dean BrennerDid you know that 40% of a typical workweek is wasted due to poor communication? How can you decrease the amount of time lost?
Bob DiMeo and Devon Francis engage with Dean Brenner, President and CEO of the Latimer Group, to explore how clear communication can be a challenge today and how you can sharpen your skills.
You’ll learn:
What are the challenges of modern communication
What are the key differences between for-profit and nonprofit communication
What are some real-life stories that highlight common communication blunders
What essential listening and simplification techniques can improve in...
2024-08-2333 minNonprofit Investment StewardsEpisode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad LongWondering how the economy and upcoming presidential election might affect your investment portfolio?
Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors, to provide a mid-year market recap and delve into the potential financial implications of the 2024 presidential election. Brad also sheds light on resilient investment strategies for uncertain times.
You’ll discover:
Economic highlights from the first half of 2024
Key insights into stock and bond market performance
Potential election impacts on investments
Strategies for building a resilient portfolio
And more!
Resources:
Ema...
2024-07-1721 minNonprofit Investment StewardsEpisode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin AaseAs the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it.
Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making.
You’ll discover:
Top three pain points for nonprofits in deriving meaningful insights from data
Practical applications of AI and technology in fundraising, grant writing, and report automation
Ben’s advice to nonprofit leaders who may be intimidated by AI
Future outlook for the technological landscape relating to n...
2024-06-0523 minNonprofit Investment StewardsEpisode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly PateFixed-income markets have changed dramatically.
As bonds garner growing interest from investors (including endowments and foundations), it boils down to fit, and is it possible to achieve your portfolio return target with less risk?
Learn more about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, Senior Portfolio Manager at Income Research + Management (IR+M). They talk about portfolio diversification, credit risk, liquidity, inflation, private credit, and much more.
You’ll discover:
Higher real return expectations from fixed-income
The significance of liquidity and high...
2024-05-0126 minNonprofit Investment StewardsEpisode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad LongWith a surprisingly strong quarter in the books, it’s time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation.
Join the insightful conversation between Bob DiMeo, Devon Francis, and returning guest Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about year-to-date results, the complex reality of inflation’s “messy middle,” and what to potentially expect going forward.
You’ll discover:
How Fiducient’s three main themes for 2024 have played out so far
The importance of global diversification (despite the recent do...
2024-04-0328 minNonprofit Investment StewardsEpisode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan WulijiArtificial intelligence (AI) drove markets last year and continues to dominate the news today.
But what does it mean for the investments you oversee?
Learn about the transformative potential of AI on your portfolio in this episode with Bob DiMeo, Devon Francis, and guest Altan Wuliji, CFP®, principal and senior consultant at Fiducient Advisors. They explore how AI is reshaping traditional industries, impacting portfolio construction, and enabling operational efficiencies for organizations.
You’ll discover:
How you’re likely already invested in AI (even if you don’t know it)
AI applications in fundrai...
2024-03-1426 minNonprofit Investment StewardsEpisode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari SmithNonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness.
This new dynamic can significantly impact the type of resources a nonprofit attracts!
In this episode, Bob DiMeo and Devon Francis speak with Chari Smith, founder of Evaluation Into Action and author of Nonprofit Program Evaluation Made Simple. They tackle the pressing issue of program evaluation and its role in demonstrating impact and making data-driven decisions.
You’ll discover:
The need to look beyond numbers and articulate tangible impact
How program evaluation can benefit fundraising and capital campaigns
Pr...
2024-02-0727 minNonprofit Investment StewardsEpisode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad LongIn a landscape marked by unpredictability and complex market dynamics, investors need to understand the key driving factors and how they may impact portfolio construction. Tune in as Bob DiMeo and Devon Francis join Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors, to dissect the pivotal themes that shaped 2023 and offer a forward-looking … Read More Read More
2024-01-1030 minNonprofit Investment StewardsEpisode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate GuelichMany hospitals and healthcare organizations continue to face financial instability and margin pressures that have been exacerbated by the lingering effects of the pandemic. Join Bob DiMeo and Devon Francis as they meet with Kate Guelich, CEO of Kaufman Hall, a renowned management consulting firm specializing in healthcare. They explore strategies to tackle the multifaceted … Read More Read More
2023-12-2717 minNonprofit Investment StewardsEpisode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah HinmanDo you intend to incorporate ESG investing into your portfolio but don’t know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhelming for investors to navigate this ever-changing landscape! In this episode, Bob DiMeo and Devon Francis speak with Sarah Hinman, CPA/PFS, CFP®, CSRIC®, Senior Consultant … Read More Read More
2023-11-1524 minNonprofit Investment StewardsEpisode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For LeadersUnder Scott Malpass’ leadership, the University of Notre Dame’s endowment fund grew from $400 million in 1988 to nearly $15 billion by 2020, ranking among the top 1% of endowments globally! Post Notre Dame, Scott co-founded Grafton Street Partners and he remains passionate regarding his founder role with Catholic Investment Services. In this episode, Bob … Read More Read More
2023-10-1827 minNonprofit Investment StewardsEpisode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad LongHow have markets impacted your endowment or foundation… and what strategies should you be considering right now? It’s time to review this year from a stewardship perspective and consider what strategies to employ heading into 2024. In this Quarterly Quick Takes, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, Chief Investment Officer … Read More Read More
2023-09-2727 minNonprofit Investment StewardsEpisode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina BaileyOn July 31st, 2023, a new and exciting chapter began for Fiducient Advisors. With great pleasure, we introduce you to Fiducient Advisors’ new CEO Sabrina Bailey! With a proven track record of astute financial stewardship and a penchant for strategic brilliance, Sabrina brings a wealth of experience that promises to steer Fiducient toward even greater … Read More Read More
2023-08-0924 minNonprofit Investment StewardsEpisode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad LongDo you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained US-China trade relations. And we experienced continued market volatility and rising interest rates. So where are things headed? In this Quarterly Quick Take, Bob … Read More Read More
2023-07-1224 minNonprofit Investment StewardsEpisode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine WyattMany nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters — all of it in a tumultuous market environment. In this episode, Bob DiMeo and Devon Francis speak with Katharine Wyatt, CFA chief investment officer at Loyola University Chicago. Katherine shares timely insights on how nonprofits and endowments can thrive … Read More Read More
2023-06-0727 minNonprofit Investment StewardsEpisode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David NierenbergEffective leadership and good governance can help maximize your mission but requires strategic, long-term thinking in a world increasingly focused on the short term. In this episode, Bob DiMeo and Devon Francis speak with David Nierenberg, director of The National World War II Museum, where he also chairs the investment committee. They explore ways to … Read More Read More
2023-05-0334 minNonprofit Investment StewardsEpisode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad LongA lot has happened in the first quarter of 2023. Continued market volatility, rising interest rates, and the hottest topic right now — the banking debacle! In the first Quarterly Quick Take of 2023, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They … Read More Read More
2023-03-2927 minNonprofit Investment StewardsEpisode 58 – True or False? Answering Key Investment Questions For Nonprofit LeadersIs ESG here to stay? Will active investing have its turn in the sun? Can international markets finally outperform domestic markets? Does cryptocurrency belong in an endowment portfolio? These are common investment-related questions that nonprofit leaders and people overseeing endowments might have. In this episode, Bob DiMeo and Devon Francis answer the above questions and … Read More Read More
2023-03-0127 minNonprofit Investment StewardsEpisode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy HammondAs part of your ESG goals, you might be screening certain investments before adding them to your endowment’s portfolio. If you want to amplify your impact, adding a “sustainability fund” might help. In this episode, Bob DiMeo and Devon Francis speak with Dr. Troy Hammond, a scientist, business leader, and entrepreneur who served as North … Read More Read More
2023-02-0127 minNonprofit Investment StewardsEpisode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention. But what should investors consider moving forward in 2023 and beyond? Find out in this episode, as Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. … Read More Read More
2023-01-0427 minNonprofit Investment StewardsEpisode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen PaulsonBeing part of a diverse organization does not guarantee everyone feels valued and welcome. It’s crucial to simultaneously and intentionally focus on equity, inclusion and belonging. Moreover, DEIB is not only the right thing to do, but research shows it can also produce better outcomes. In this episode, Bob DiMeo and Devon Francis speak with … Read More Read More
2022-12-2136 minNonprofit Investment StewardsEpisode 54 – Four Action Items To Combat Market Volatility and UncertaintyThe traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 years! Investor anxiety seems to be rising in lock-step with interest rates. All this contributes to a high level of uncertainty for those who oversee endowments and foundations. In this … Read More Read More
2022-12-0728 minNonprofit Investment StewardsEpisode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery PerryHigh-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. In this episode, Bob DiMeo and Devon Francis speak with Jeffery Perry, founder & CEO of Lead Mandates LLC. They discuss the major drivers of success for high-performing organizations (especially nonprofits). You will learn the following: The importance of having a clear … Read More Read More
2022-10-2632 minNonprofit Investment StewardsEpisode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad LongWith continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss timely market and economic updates, including important portfolio implications … Read More Read More
2022-09-2824 minNonprofit Investment StewardsEpisode 51 – Hedge Funds Revisited With Anthony NovaraSome investment committees are reluctant to own alternative investments because they don’t understand the space well. Or perhaps they are intimidated due to the complexity and cost. In this episode, Bob DiMeo and Devon Francis speak with Anthony Novara, CFA®, research director of Fiducient Advisors’ marketable alternatives group. They demystify hedge fund investing and its … Read More Read More
2022-09-0729 minNonprofit Investment StewardsEpisode 50 – Five Investing Paradoxes Impacting Nonprofits and EndowmentsDid you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later? Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments. In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially … Read More Read More
2022-08-2425 minNonprofit Investment StewardsEpisode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim ReynoldsWhen raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022? These are just some of the questions nonprofit leaders are asking today. In this episode, Bob DiMeo and Devon Francis speak with Dr. … Read More Read More
2022-08-1029 minNonprofit Investment StewardsEpisode 48 – Fundraising Strategies to Increase Donor Engagement with Brian GaworFundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of the Fundraising Voices Podcast. Brian shares actionable strategies to boost … Read More Read More
2022-07-2033 minNonprofit Investment StewardsEpisode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad LongWith high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss the current and future outlook for capital … Read More Read More
2022-06-2920 minNonprofit Investment StewardsEpisode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib SubjallyGas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this global turmoil, how should investors think about ESG investing? How can organizations advance mission-aligned initiatives? Find out in this episode, as Bob DiMeo and Devon Francis speak with Habib Subjally, … Read More Read More
2022-06-1533 minNonprofit Investment StewardsEpisode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally BlountEvery organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?” In this episode, Bob DiMeo and Devon Francis speak with Sally Blount, president, and CEO of Catholic Charities of the Archdiocese of Chicago, one of the largest human service providers … Read More Read More
2022-06-0126 minNonprofit Investment StewardsEpisode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian FriedrichThis can be a challenging environment for nonprofit organizations, especially those in higher education, contending with investments, revenue, operations, and more. In this episode, Bob DiMeo and Devon Francis speak with Rev. Dr. Brian Friedrich, president at Concordia University-St. Paul. They discuss the current outlook for higher-ed organizations, including major opportunities and challenges facing them … Read More Read More
2022-05-1828 minNonprofit Investment StewardsEpisode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia BoisvertEffective governance is key to a nonprofit’s success. It provides strategic direction to your organization. There are multiple factors to consider — board and committee structures, decision-making authority, and investment policies, to name a few. In this episode, Bob DiMeo and Devon Francis speak with Julia Boisvert, a member of Murtha Cullina LLP’s Health Care … Read More Read More
2022-05-0427 minNonprofit Investment StewardsEpisode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody HobsonHow concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders be focusing on? These are some of the pressing questions we hear from clients. Join Bob DiMeo and Devon Francis as they speak with one of the most in-demand guests … Read More Read More
2022-04-2040 minNonprofit Investment StewardsEpisode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon FrancisThe NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments. In this episode, Bob DiMeo and Devon Francis discuss the key findings from the latest release of the study including noteworthy trends for colleges and universities on investment returns, asset allocation, ESG investing, and a lot more. You will learn: … Read More Read More
2022-04-0630 minNonprofit Investment StewardsEpisode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura LottDoes your nonprofit’s success rely heavily on memberships and attendance? If yes, then it’s likely that your organization faced a major downturn due to COVID-19. In this episode, Bob DiMeo and Devon Francis speak with Laura Lott, president and CEO at American Alliance of Museums. They discuss strategies to help attendance-dependent nonprofits, such as museums … Read More Read More
2022-03-2330 minNonprofit Investment StewardsEpisode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad LongWith looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, it’s time for our first Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, partner, and deputy chief investment officer at Fiducient Advisors. They provide timely insights into the current economic and market conditions, both in … Read More Read More
2022-03-0930 minNonprofit Investment StewardsEpisode 38 – How Nonprofits Should Manage Large Cash Inflows with David PiccerelliThere may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when they’re not expecting it at all! In this episode, Bob DiMeo and Devon Francis speak with David Piccerelli, president at WSBE Rhode Island PBS and a client of Fiducient Advisors, who has experience in managing … Read More Read More
2022-02-2325 minNonprofit Investment StewardsEpisode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob DollInflation, interest rates, upcoming midterm elections… There are so many variables that can impact your nonprofit’s investment portfolio in 2022. In this episode, Bob DiMeo and Devon Francis speak with Bob Doll, CFA, chief investment officer at Crossmark Global Investments, Inc. Bob Doll makes calculated predictions and forecasts on what will drive U.S. equity markets … Read More Read More
2022-02-0927 minNonprofit Investment StewardsEpisode 36 – Amplify Your Impact Through Strategic Philanthropy with Caren YanisWhen you’re strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money. In this episode, Bob DiMeo and Devon Francis speak with Caren Yanis, principal at Croland Consulting, LLC, and a philanthropic advisor to families and businesses. Caren shares actionable insights and best practices for today’s … Read More Read More
2022-01-2627 minNonprofit Investment StewardsEpisode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt RiceAre stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy? Find the answers to these questions in this episode, as Bob DiMeo and Devon Francis interview Matt Rice, Chief Investment Officer at Fiducient Advisors. They discuss key market trends from 2021 (stocks, … Read More Read More
2022-01-1215 minNonprofit Investment StewardsEpisode 34 – Investment Insights From a Global Religious Congregation with Jim ThomasToday, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders! The Clerics of Saint Viator is an international Roman Catholic religious congregation. In this episode, Bob DiMeo and Devon Francis interview Jim about his experience in managing finances for a religious order. They also … Read More Read More
2022-01-0527 minNonprofit Investment StewardsEpisode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David BiancoAs the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally? In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, CFA, chief investment officer for the Americas at the DWS Group. As one of Wall Street’s best … Read More Read More
2021-12-1532 minNonprofit Investment StewardsEpisode 32 – Become a Confident Leader with Dr. Karyn GordonDr. Karyn Gordon has rightly said, “Great leaders drive communication, performance, and engagement.” But how can you become a great leader at your nonprofit organization? In this episode, Bob DiMeo and Devon Francis are joined by Dr. Karyn Gordon to answer this question. Dr. Karyn is the CEO of DK Leadership, a leadership and relationship … Read More Read More
2021-11-2430 minNonprofit Investment StewardsEpisode 31 – Behind the Scenes of a Successful Foundation with Jay RudermanAre you looking for proven strategies to help your foundation thrive? In this episode, Bob DiMeo and Devon Francis speak with Jay Ruderman, president of the Ruderman Family Foundation. Jay reveals principles that have guided the Ruderman Family Foundation in making prudent management, investment, and strategic decisions, and explains how other foundations can emulate their … Read More Read More
2021-11-1029 minNonprofit Investment StewardsEpisode 30 – One Year Anniversary SpecialIt’s been a year since Nonprofit Investment Stewards was launched! A big thank you to all our wonderful listeners and guests who have been a part of this journey. In this special episode, Bob DiMeo and Devon Francis take a trip down the memory lane, highlighting some of their most memorable episodes. Then, they move … Read More Read More
2021-10-2733 minNonprofit Investment StewardsEpisode 29 – Nonprofits and Private Equity — With Matt KaminskiWith public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns. Consequently, they are exploring or adding allocations to alternative investments, such as private equity. In this episode, Bob DiMeo and Devon Francis speak with Matt Kaminski, partner and research director at Fiducient Advisors, who directs the firm’s Global … Read More Read More
2021-10-0626 minNonprofit Investment StewardsEpisode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo MartinFocusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and achieve greater results. In this episode, Bob DiMeo and Devon Francis speak with Cynthia Primo Martin, founder of the Trustees of Color initiative. They discuss actionable strategies to create diverse … Read More Read More
2021-09-2228 minNonprofit Investment StewardsEpisode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin SmithNonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve. In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practice leader of the nonprofit defined contribution practice at Fiducient Advisors. They help nonprofit leaders better design their 403(b) plans, create efficient … Read More Read More
2021-09-0828 minNonprofit Investment StewardsEpisode 26 – Endowment Investment Considerations for Today’s Market — With Brad LongIf you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you. In this show, Bob DiMeo and Devon Francis speak with Brad Long, CFA, partner and research director at Fiducient Advisors, who oversees the firm’s global public markets. They discuss crucial investment considerations for … Read More Read More
2021-08-2534 minNonprofit Investment StewardsEpisode 25 – How Storytelling Can Benefit Your Endowment — With Park HowellOftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling. In this episode, Bob DiMeo and Devon Francis are joined by Park Howell, founder of Business of Story, brand storytelling strategist, and international keynote speaker. As the world’s most industrious storyteller, Park discusses how charitable organizations can … Read More Read More
2021-08-1133 minNonprofit Investment StewardsEpisode 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matt PorterWith limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission. This circumstance has compelled many nonprofits to consider the Outsourced Chief Investment Officer (OCIO) model. In this episode, Bob DiMeo and Devon Francis are joined by Matt Porter, managing partner … Read More Read More
2021-07-2827 minNonprofit Investment StewardsEpisode 23 – Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey BethkeAmidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit. In this episode, Bob DiMeo and Devon Francis are joined by Jeff Bethke, managing partner at Ingenuity Advising, to help your nonprofit optimize both financial and operational planning. Jeff draws from his experience … Read More Read More
2021-07-1428 minNonprofit Investment StewardsEpisode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam NewellFor high-net-worth families who are charitably inclined, private foundations are a great way to make an impact while maintaining control over your investments. In this episode, Bob DiMeo and Devon Francis speak with Adam Newell, partner at Fiducient Advisors and director of consulting at The Wealth Office®. Adam helps charitable foundations overcome common challenges, shares … Read More Read More
2021-06-3022 minNonprofit Investment StewardsEpisode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey ShieldsIn this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into the challenges independent schools face including enrollment and optimizing their endowment funds. You will learn: Ways to contend with major financial challenges faced by independent schools The impact of tuition … Read More Read More
2021-06-1631 minNonprofit Investment StewardsEpisode 20 – How To Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals — With Annie DufloRegularly assessing the impact of your nonprofit’s initiatives and even its mission is more important than ever to all stakeholders including your donors. In this episode, Bob DiMeo and Devon Francis speak with Annie Duflo, executive director at Innovations for Poverty Action. Together, they explore the steps involved in using effective data that fits your … Read More Read More
2021-06-0230 minNonprofit Investment StewardsEpisode 19 – Senior Living Communities and Their Unique Financial Considerations – with David BordonaroIt is projected that by the year 2025, more than 50% of the population will be aged 65 and older. Leadership at senior living communities must keep up and adapt to changes in the industry to be financially prepared for the future of senior living. In this episode, Bob DiMeo and Devon Francis sit down … Read More Read More
2021-05-1926 minNonprofit Investment StewardsEpisode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis MorroneManaging liquidity, identifying suitable governance policies, and building the right investment committee are just a few of the challenges that nonprofits face on a regular basis. How can you navigate these challenges with greater ease? Find out in this episode, as Bob DiMeo and Devon Francis talk with Dennis Morrone, managing partner of Grant Thornton … Read More Read More
2021-05-0531 minNonprofit Investment StewardsEpisode 17: 10 Habits of Effective Investment CommitteesAn investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success. To help prevent this, Bob DiMeo and Devon Francis share their list of the 10 Best Investment Committee Practices in this episode. These tactics are extremely powerful and can have … Read More Read More
2021-04-2129 minNonprofit Investment StewardsEpisode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy SchiffmanDuring the COVID-19 pandemic, most fundraising events have come to a standstill. For many, face-to-face interaction with donors is limited at best. How can nonprofits adapt to and raise funds in such an environment? To answer this, Bob DiMeo and Devon Francis welcome Amy Schiffman, president and CEO of Evolve Giving Group, to today’s podcast. … Read More Read More
2021-04-0732 minNonprofit Investment StewardsEpisode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeoDiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S. In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team, Bob DiMeo and Michael Goss. Join them as they reveal the reasons behind rebranding, what changes … Read More Read More
2021-03-3127 minNonprofit Investment StewardsEpisode 14: Your Guide To Endowment Spending Policy — With Devon FrancisAs a nonprofit organization, you don’t want to spend too much of your portfolio now, robbing future generations of the benefits of your mission. At the same time, you want to spend enough to have impact today. So, how can you find a spending policy that will provide a good balance between the two? Find … Read More Read More
2021-03-2435 minNonprofit Investment StewardsEpisode 13: Effective Investment Strategies for Healthcare Systems — With Russ GronewoldHospitals and healthcare systems contend with a variety of challenges, and the need for effective management of their investment programs remains as important as ever. Russ Gronewold, CEO of Bryan Health, joins Bob DiMeo and Devon Francis in this episode to share insight and expertise. Together, they discuss important methods to help investment committees effectively … Read More Read More
2021-03-1028 minNonprofit Investment StewardsEpisode 12: How Associations Manage their Investments — With Ahmed FarrukDo you have a thorough understanding of how associations manage their investments? If not, get ready for your crash-course in all-things associations in today’s episode with DiMeo Schneider’s Ahmed Farruk! As DiMeo Schneider’s Washington, D.C. regional director and as a senior consultant, Ahmed has years of experience in working with associations and helping them further … Read More Read More
2021-02-2530 minNonprofit Investment StewardsEpisode 11: How To Hire a Good Investment Consultant — With Brad AlfordWhen the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and its mission? Find out in this episode, as Bob DiMeo … Read More Read More
2021-02-1029 minNonprofit Investment StewardsEpisode 10: ESG Investing for Stewards: Part 3 — With Kaitlin BerganCharitable organizations and endowment funds are at the forefront of the ESG movement. With increased interest in this investment strategy, how might the ESG landscape evolve? In this third and final part of their ESG mini-series, Bob DiMeo and Devon Francis join BlackRock director Kaitlin Bergan to explore this and more. Kaitlin shares her experience … Read More Read More
2021-01-2728 minNonprofit Investment StewardsEpisode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt RiceWith a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions! To help you do this, Bob DiMeo and Devon Francis join Matt Rice, the chief investment officer at DiMeo Schneider & Associates, … Read More Read More
2021-01-1330 minNonprofit Investment StewardsEpisode 8: ESG Investing for Stewards: Part 2 — with Charles KuchenbrodGet ready to explore a new, unique approach to ESG investing for religious institutions! In part two of their ESG mini-series, Bob DiMeo and Devon Francis join Charles Kuchenbrod, the executive associate conference minister at the Southern New England Conference of the United Church of Christ. Charles shares his unique approach to ESG investing and … Read More Read More
2020-12-3026 minNonprofit Investment StewardsEpisode 7 – ESG Investing for Stewards: Part 1 — With Shreya CanakapalliIn this episode, we kick off a new mini-series on a topic that is near and dear to many endowment and foundation stewards, ESG investing! Join Bob DiMeo, Devon Francis, and DiMeo Schneider’s Shreya Canakapalli as they launch the series with a discussion on Environmental, Social and Governance investing including strategies on how your charitable … Read More Read More
2020-12-1429 minNonprofit Investment StewardsEpisode 6 – Higher Education and COVID-19: Part 3 — With Lawyer Michael CooneyAs a steward, how can you effectively manage your endowment fund and avoid common issues that can arise during the process? Find out in this third and final part of our higher education mini-series! In this episode, Bob DiMeo and Devon Francis welcome lawyer Michael Cooney, an expert in higher education and a Nixon Peabody … Read More Read More
2020-12-0230 minNonprofit Investment StewardsEpisode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank KellyWith the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios? To explore the answer, join Bob DiMeo, Devon Francis, and Deutsche Bank’s Head of Global & Public Affairs , Frank Kelly, in this episode. They discuss the impact the elections could have on investors, especially … Read More Read More
2020-11-1836 minNonprofit Investment StewardsEpisode 4 – Higher Education and COVID-19: Part 2 — With Bruce LaningManaging endowments at higher education institutions regularly includes uncertainty and challenges. Now this seems more true than ever. In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with … Read More Read More
2020-11-1135 minNonprofit Investment StewardsEpisode 3 – Community Foundations and Current Challenges — With Roberta Herman DietrichCommunity foundations are essential pillars of our societies. But how has this unprecedented year impacted these organizations and the important work they do in communities? To find out, Bob DiMeo and Devon Francis visit with Roberta Herman Dietrich of the Houston Jewish Community Foundation in today’s episode. Roberta shares what the foundation does for its … Read More Read More
2020-11-1128 minNonprofit Investment StewardsEpisode 2 – Higher Education: Part 1 — With Donna M. CarrollHigher education impacts everyone from employers to students. While these institutions bring many great benefits to our societies, like many others, they are now experiencing new challenges in the face of COVID-19. In this episode, Bob DiMeo and Devon Francis launch a new three-part mini-series on higher education with the help of Donna M. Carroll, … Read More Read More
2020-11-1129 minNonprofit Investment StewardsEpisode 1 – Welcome to the Nonprofit Investment Stewards Podcast!Are you interested in learning about endowment, foundation and other nonprofit investments and how investment strategy can further your charitable organization’s mission? If so, you’ve come to the right place! In this inaugural episode of the Nonprofit Investment Stewards Podcast, get to know your hosts, Bob DiMeo and Devon Francis of DiMeo Schneider & Associates. … Read More Read More
2020-11-0937 min