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Nonprofit Investment Stewards

Business & Economics Podcasts

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.

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.

Location:

United States

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.

Language:

English

Contact:

800-392-9998


Episodes

Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally

6/15/2022
Gas 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, … Continue reading Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally →

Duration:00:33:48

Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount

6/1/2022
Every 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 … Continue reading Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount →

Duration:00:26:46

Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich

5/18/2022
This 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 … Continue reading Episode 44 – Nonprofits in Higher-Ed: Current Outlook,...

Duration:00:28:26

Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert

5/4/2022
Effective 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 … Continue reading Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia...

Duration:00:27:08

Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson

4/20/2022
How 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 … Continue reading Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson →

Duration:00:40:06

Episode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis

4/6/2022
The 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: … Continue reading Episode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis →

Duration:00:30:08

Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott

3/23/2022
Does 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 … Continue reading Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott →

Duration:00:30:19

Episode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad Long

3/9/2022
With 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 … Continue reading Episode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad Long →

Duration:00:30:30

Episode 38 – How Nonprofits Should Manage Large Cash Inflows with David Piccerelli

2/23/2022
There 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 … Continue reading Episode 38 – How Nonprofits Should Manage Large Cash Inflows with David Piccerelli →

Duration:00:25:31

Episode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll

2/9/2022
Inflation, 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 … Continue reading Episode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll →

Duration:00:27:26

Episode 36 – Amplify Your Impact Through Strategic Philanthropy with Caren Yanis

1/26/2022
When 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 … Continue reading Episode 36 – Amplify Your Impact Through Strategic Philanthropy with Caren Yanis →

Duration:00:27:43

Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice

1/12/2022
Are 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, … Continue reading Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice →

Duration:00:15:37

Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas

1/5/2022
Today, 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 … Continue reading Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas →

Duration:00:27:10

Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco

12/15/2021
As 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 … Continue reading Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco →

Duration:00:32:34

Episode 32 – Become a Confident Leader with Dr. Karyn Gordon

11/24/2021
Dr. 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 … Continue reading Episode 32 – Become a Confident Leader with Dr. Karyn Gordon →

Duration:00:30:59

Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman

11/10/2021
Are 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 … Continue reading Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman →

Duration:00:29:12

Episode 30 – One Year Anniversary Special

10/27/2021
It’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 … Continue reading Episode 30 – One Year Anniversary Special →

Duration:00:33:26

Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

10/6/2021
With 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 … Continue reading Episode 29 – Nonprofits and Private Equity — With Matt Kaminski →

Duration:00:26:19

Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin

9/22/2021
Focusing 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 … Continue reading Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin →

Duration:00:28:38

Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

9/8/2021
Nonprofits 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 … Continue reading Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith →

Duration:00:28:05