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.
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
Website:
https://www.dimeoschneider.com/
Episodes
Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
5/1/2024
Fixed-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®, … Read More Read More
Duration:00:26:47
Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
4/3/2024
With 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 … Read More Read More
Duration:00:28:10
Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji
3/14/2024
Artificial 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 … Read More Read More
Duration:00:26:45
Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith
2/7/2024
Nonprofit 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 … Read More Read More
Duration:00:27:33
Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long
1/10/2024
In 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
Duration:00:30:13
Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich
12/27/2023
Many 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
Duration:00:17:36
Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman
11/15/2023
Do 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
Duration:00:24:40
Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders
10/18/2023
Under 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
Duration:00:27:09
Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long
9/27/2023
How 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
Duration:00:27:41
Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey
8/9/2023
On 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
Duration:00:24:38
Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long
7/12/2023
Do 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
Duration:00:24:26
Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt
6/7/2023
Many 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
Duration:00:27:19
Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg
5/3/2023
Effective 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
Duration:00:34:06
Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long
3/29/2023
A 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
Duration:00:27:39
Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders
3/1/2023
Is 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
Duration:00:27:47
Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond
2/1/2023
As 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
Duration:00:27:05
Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long
1/4/2023
2022 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
Duration:00:27:38
Episode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson
12/21/2022
Being 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
Duration:00:36:55
Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty
12/7/2022
The 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
Duration:00:28:46
Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry
10/26/2022
High-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
Duration:00:32:27