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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 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey Shields

6/16/2021
In 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 … Continue reading Episode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey...

Duration:00:31:55

Episode 20 – How To Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals — With Annie Duflo

6/2/2021
Regularly 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 … Continue reading Episode 20 – How To Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals — With Annie Duflo →

Duration:00:30:06

Episode 19 – Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro

5/19/2021
It 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 … Continue reading Episode 19 – Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro →

Duration:00:26:48

Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone

5/5/2021
Managing 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 … Continue reading Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone →

Duration:00:31:21

Episode 17: 10 Habits of Effective Investment Committees

4/21/2021
An 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 … Continue reading Episode 17: 10 Habits of Effective Investment Committees →

Duration:00:29:17

Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman

4/7/2021
During 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. … Continue reading Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman →

Duration:00:32:02

Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo

3/31/2021
DiMeo 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 … Continue reading Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo →

Duration:00:27:28

Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis

3/23/2021
As 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 … Continue reading Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis →

Duration:00:26:08

Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold

3/10/2021
Hospitals 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 … Continue reading Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold →

Duration:00:28:06

Episode 12: How Associations Manage their Investments — With Ahmed Farruk

2/25/2021
Do 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 … Continue reading Episode 12: How Associations Manage their Investments — With Ahmed Farruk →

Duration:00:30:22

Episode 11: How To Hire a Good Investment Consultant — With Brad Alford

2/10/2021
When 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 … Continue reading Episode 11: How To Hire a Good Investment Consultant — With Brad Alford →

Duration:00:29:42

Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan

1/27/2021
Charitable 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 … Continue reading Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan →

Duration:00:28:53

Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice

1/13/2021
With 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, … Continue reading Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice →

Duration:00:30:31

Episode 8: ESG Investing for Stewards: Part 2 — with Charles Kuchenbrod

12/30/2020
Get 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 … Continue reading Episode 8: ESG Investing for Stewards: Part 2 — with Charles Kuchenbrod →

Duration:00:26:39

Episode 7 – ESG Investing for Stewards: Part 1 — With Shreya Canakapalli

12/14/2020
In 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 … Continue reading Episode 7 – ESG Investing for Stewards: Part 1 — With Shreya Canakapalli →

Duration:00:18:28

Episode 6 – Higher Education and COVID-19: Part 3 — With Lawyer Michael Cooney

12/2/2020
As 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 … Continue reading Episode 6 – Higher Education and COVID-19: Part 3 — With Lawyer Michael Cooney →

Duration:00:30:03

Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly

11/18/2020
With 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 … Continue reading Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly →

Duration:00:36:00

Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning

11/11/2020
Managing 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 … Continue reading Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning →

Duration:00:35:22

Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich

11/11/2020
Community 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 … Continue reading Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich →

Duration:00:28:30

Episode 2 – Higher Education: Part 1 — With Donna M. Carroll

11/11/2020
Higher 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, … Continue reading Episode 2 – Higher Education: Part 1 — With Donna M. Carroll →

Duration:00:29:02