Nonprofit Investment Stewards
By Bob DiMeo and Devon Francis
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Category: Non-Profit
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Subscribers: 2
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Episodes: 72
Description
Bob DiMeo and Devon Francis of Fiducient Advisors are passionate about helping nonprofit organizations prosper. Whether you oversee endowment, foundation or retirement plan investments, this podcast exists to help stewards improve performance, reduce costs, and discover strategies that enable your charitable organization to prosper and advance its mission.
| Episode | Date |
|---|---|
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Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
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May 01, 2024 |
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Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
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Apr 03, 2024 |
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Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji
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Mar 14, 2024 |
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Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith
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Feb 07, 2024 |
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Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long
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Jan 10, 2024 |
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Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich
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Dec 27, 2023 |
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Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman
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Nov 15, 2023 |
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Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders
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Oct 18, 2023 |
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Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long
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Sep 27, 2023 |
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Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey
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Aug 09, 2023 |
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Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long
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Jul 12, 2023 |
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Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt
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Jun 07, 2023 |
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Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg
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May 03, 2023 |
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Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long
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Mar 29, 2023 |
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Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders
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Mar 01, 2023 |
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Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond
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Feb 01, 2023 |
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Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long
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Jan 04, 2023 |
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Episode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson
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Dec 21, 2022 |
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Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty
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Dec 07, 2022 |
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Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry
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Oct 26, 2022 |
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Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long
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Sep 28, 2022 |
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Episode 51 – Hedge Funds Revisited With Anthony Novara
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Sep 07, 2022 |
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Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments
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Aug 24, 2022 |
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Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds
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Aug 10, 2022 |
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Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor
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Jul 20, 2022 |
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Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long
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Jun 29, 2022 |
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Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally
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Jun 15, 2022 |
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Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount
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Jun 01, 2022 |
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Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich
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May 18, 2022 |
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Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert
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May 04, 2022 |
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Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson
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Apr 20, 2022 |
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Episode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis
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Apr 06, 2022 |
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Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott
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Mar 23, 2022 |
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Episode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad Long
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Mar 09, 2022 |
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Episode 38 – How Nonprofits Should Manage Large Cash Inflows with David Piccerelli
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Feb 23, 2022 |
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Episode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll
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Feb 09, 2022 |
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Episode 36 – Amplify Your Impact Through Strategic Philanthropy with Caren Yanis
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Jan 26, 2022 |
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Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice
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Jan 12, 2022 |
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Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas
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Jan 05, 2022 |
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Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco
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Dec 15, 2021 |
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Episode 32 – Become a Confident Leader with Dr. Karyn Gordon
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Nov 24, 2021 |
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Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman
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Nov 10, 2021 |
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Episode 30 – One Year Anniversary Special
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Oct 27, 2021 |
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Episode 29 – Nonprofits and Private Equity — With Matt Kaminski
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Oct 06, 2021 |
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Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin
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Sep 22, 2021 |
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Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith
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Sep 08, 2021 |
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Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long
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Aug 25, 2021 |
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Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell
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Aug 11, 2021 |
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Episode 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matt Porter
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Jul 28, 2021 |
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Episode 23 – Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey Bethke
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Jul 14, 2021 |
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Episode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam Newell
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Jun 30, 2021 |
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Episode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey Shields
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Jun 16, 2021 |
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Episode 20 – How To Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals — With Annie Duflo
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Jun 02, 2021 |
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Episode 19 – Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro
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May 19, 2021 |
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Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone
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May 05, 2021 |
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Episode 17: 10 Habits of Effective Investment Committees
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Apr 21, 2021 |
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Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman
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Apr 07, 2021 |
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Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo
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Mar 31, 2021 |
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Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis
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Mar 24, 2021 |
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Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold
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Mar 10, 2021 |
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Episode 12: How Associations Manage their Investments — With Ahmed Farruk
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Feb 25, 2021 |
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Episode 11: How To Hire a Good Investment Consultant — With Brad Alford
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Feb 10, 2021 |
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Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan
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Jan 27, 2021 |
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Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice
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Jan 13, 2021 |
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Episode 8: ESG Investing for Stewards: Part 2 — with Charles Kuchenbrod
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Dec 30, 2020 |
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Episode 7 – ESG Investing for Stewards: Part 1 — With Shreya Canakapalli
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Dec 14, 2020 |
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Episode 6 – Higher Education and COVID-19: Part 3 — With Lawyer Michael Cooney
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Dec 02, 2020 |
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Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly
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Nov 18, 2020 |
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Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning
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Nov 11, 2020 |
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Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich
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Nov 11, 2020 |
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Episode 2 – Higher Education: Part 1 — With Donna M. Carroll
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Nov 11, 2020 |
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Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast!
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Nov 09, 2020 |