Nonprofit Investment Stewards

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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. … Continue reading Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast! →