Nonprofit Investment Stewards

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Bob DiMeo and Devon Francis of DiMeo Schneider & Associates 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

Los Angeles, California


    • Dec 9, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 29m AVG DURATION
    • 78 EPISODES

    5 from 18 ratings Listeners of Nonprofit Investment Stewards that love the show mention: great.


    Ivy Insights

    The Nonprofit Investment Stewards podcast is an invaluable resource for professionals involved in the planning and management of an organization's investment resources. As a board member for a family foundation, I have found this podcast to be incredibly informative and helpful in guiding me towards becoming a better steward of our nonprofit's finances. Hosted by Bob and Devon, the discussions are well-arranged and provide a comprehensive understanding of the industry.

    One of the best aspects of this podcast is the depth of knowledge and expertise that Bob and Devon bring to each episode. They provide insightful analysis and practical advice on various investment strategies, risk management, and emerging trends in the nonprofit sector. The hosts also invite guest experts who offer valuable perspectives, further enriching the conversations. This wide range of topics covered ensures that listeners gain a holistic understanding of different aspects related to investment stewardship.

    Another positive aspect of this podcast is its focus on helping non-profits specifically. Unlike many other podcasts in the finance industry, The Nonprofit Investment Stewards truly caters to the unique challenges faced by organizations in the nonprofit sector. The discussions dive into specific issues relevant to managing charitable investments, such as ethical investing, impact measurement, and aligning investments with organizational mission and values. This tailored approach sets it apart from other generic finance podcasts.

    While it is difficult to find any major flaws in this podcast, one possible downside is that some episodes may assume a certain level of prior knowledge or familiarity with investment concepts. For listeners who are new to finance or investing, it may take some extra effort to fully grasp some of the topics discussed. However, this can easily be overcome by consulting additional resources or seeking clarification from industry professionals.

    In conclusion, The Nonprofit Investment Stewards podcast is an exceptional resource for anyone involved in managing investment resources for nonprofits. With its well-arranged discussions and knowledgeable hosts, it provides valuable insights into effective stewardship practices while catering specifically to the unique needs of the nonprofit sector. Whether you are a board member, advisor, or professional involved in nonprofit financial management, this podcast is a must-listen for enhancing your understanding and proficiency in investment stewardship.



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    Latest episodes from Nonprofit Investment Stewards

    Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

    Play Episode Listen Later Dec 9, 2024 36:14


    What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who've walked the walk. Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and … Read More Read More

    Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

    Play Episode Listen Later Oct 9, 2024 28:04


    As markets face increased volatility, the Federal Reserve's recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications.  You'll gain insights into stock and bond markets, understand the … Read More Read More

    Episode 76 – Real Estate Investing Trends with Rich Hill

    Play Episode Listen Later Sep 18, 2024 28:45


    Real estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isn't just market noise; it's a critical investment insight.  Bob DiMeo and Devon Francis interview Rich Hill, head of real estate strategy and research at Cohen & Steers, about the current landscape of real estate investing. They discuss the impact … Read More Read More

    Episode 75 – Navigating Communication in a Noisy World With Dean Brenner

    Play Episode Listen Later Aug 23, 2024 33:33


    Did you know that 40% of a typical workweek is wasted due to poor communication? How can you decrease the amount of time lost? Bob DiMeo and Devon Francis engage with Dean Brenner, President and CEO of the Latimer Group, to explore how clear communication can be a challenge today and how you can sharpen … Read More Read More

    Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long

    Play Episode Listen Later Jul 17, 2024 21:52


    Wondering how the economy and upcoming presidential election might affect your investment portfolio? Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors, to provide a mid-year  market recap and delve into the potential financial implications of the 2024 presidential election. Brad also sheds light on resilient investment strategies … Read More Read More

    Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase

    Play Episode Listen Later Jun 5, 2024 23:45


    As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making. You'll discover: Top three pain points for nonprofits … Read More Read More

    Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

    Play Episode Listen Later May 1, 2024 26:47


    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

    Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long

    Play Episode Listen Later Apr 3, 2024 28:10


    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

    Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji

    Play Episode Listen Later Mar 14, 2024 26:45


    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

    Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith

    Play Episode Listen Later Feb 7, 2024 27:33


    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

    Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long

    Play Episode Listen Later Jan 10, 2024 30:13


    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

    Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich

    Play Episode Listen Later Dec 27, 2023 17:36


    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

    Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman

    Play Episode Listen Later Nov 15, 2023 24:40


    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

    Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame's Endowment & Other Lessons For Leaders

    Play Episode Listen Later Oct 18, 2023 27:09


    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

    Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long

    Play Episode Listen Later Sep 27, 2023 27:41


    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

    Episode 63 – Get to Know Fiducient Advisors' New CEO Sabrina Bailey

    Play Episode Listen Later Aug 9, 2023 24:38


    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 … Continue reading Episode 63 – Get to Know Fiducient Advisors' New CEO Sabrina Bailey →

    Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long

    Play Episode Listen Later Jul 12, 2023 24:26


    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 … Continue reading Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long →

    Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt

    Play Episode Listen Later Jun 7, 2023 27:19


    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 … Continue reading Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt →

    Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg

    Play Episode Listen Later May 3, 2023 34:06


    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 … Continue reading Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg →

    Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long

    Play Episode Listen Later Mar 29, 2023 27:39


    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 … Continue reading Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long →

    Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders

    Play Episode Listen Later Mar 1, 2023 27:47


    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 … Continue reading Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders →

    Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond

    Play Episode Listen Later Feb 1, 2023 27:05


    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 … Continue reading Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond →

    Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

    Play Episode Listen Later Jan 4, 2023 27:51


    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. … Continue reading Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long →

    Episode 55 – A Leader's Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson

    Play Episode Listen Later Dec 21, 2022 36:59


    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 … Continue reading Episode 55 – A Leader's Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson →

    Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty

    Play Episode Listen Later Dec 7, 2022 28:39


    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 … Continue reading Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty →

    Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry

    Play Episode Listen Later Oct 26, 2022 32:27


    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 … Continue reading Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry →

    Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

    Play Episode Listen Later Sep 28, 2022 24:51


    With continued market volatility, a rising US dollar, and upcoming midterm elections, it's time for our third Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss timely market and economic updates, including important portfolio implications … Continue reading Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long →

    Episode 51 – Hedge Funds Revisited With Anthony Novara

    Play Episode Listen Later Sep 7, 2022 29:29


    Some investment committees are reluctant to own alternative investments because they don't understand the space well. Or perhaps they are intimidated due to the complexity and cost. In this episode, Bob DiMeo and Devon Francis speak with Anthony Novara, CFA®, research director of Fiducient Advisors' marketable alternatives group. They demystify hedge fund investing and its … Continue reading Episode 51 – Hedge Funds Revisited With Anthony Novara →

    Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

    Play Episode Listen Later Aug 24, 2022 25:41


    Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later? Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments. In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially … Continue reading Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments →

    Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

    Play Episode Listen Later Aug 10, 2022 29:47


    When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022? These are just some of the questions nonprofit leaders are asking today. In this episode, Bob DiMeo and Devon Francis speak with Dr. … Continue reading Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds →

    Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

    Play Episode Listen Later Jul 20, 2022 33:23


    Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of the Fundraising Voices Podcast. Brian shares actionable strategies to boost … Continue reading Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor →

    Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

    Play Episode Listen Later Jun 29, 2022 20:31


    With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it's time for our second Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss the current and future outlook for capital … Continue reading Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long →

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

    Play Episode Listen Later Jun 15, 2022 33:56


    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 →

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

    Play Episode Listen Later Jun 1, 2022 26:53


    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 →

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

    Play Episode Listen Later May 18, 2022 28:36


    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, Opportunities, and Challenges with Rev. Dr. Brian Friedrich →

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

    Play Episode Listen Later May 4, 2022 27:15


    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 Boisvert →

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

    Play Episode Listen Later Apr 20, 2022 40:07


    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 →

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

    Play Episode Listen Later Apr 6, 2022 30:09


    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 →

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

    Play Episode Listen Later Mar 23, 2022 30:29


    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 →

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

    Play Episode Listen Later Mar 9, 2022 30:32


    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 →

    How Nonprofits Should Manage Large Cash Inflows with David Piccerelli (Ep. 38)

    Play Episode Listen Later Feb 23, 2022 25:31


    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 How Nonprofits Should Manage Large Cash Inflows with David Piccerelli (Ep. 38) →

    Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll (Ep. 37)

    Play Episode Listen Later Feb 9, 2022 27:59


    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 Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll (Ep. 37) →

    Amplify Your Impact Through Strategic Philanthropy with Caren Yanis (Ep. 36)

    Play Episode Listen Later Jan 26, 2022 27:53


    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 Amplify Your Impact Through Strategic Philanthropy with Caren Yanis (Ep. 36) →

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

    Play Episode Listen Later Jan 12, 2022 15:41


    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 →

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

    Play Episode Listen Later Jan 5, 2022 27:10


    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 →

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

    Play Episode Listen Later Dec 15, 2021 32:41


    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 →

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

    Play Episode Listen Later Nov 24, 2021 30:59


    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 →

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

    Play Episode Listen Later Nov 10, 2021 29:14


    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 →

    Episode 30 – One Year Anniversary Special

    Play Episode Listen Later Oct 27, 2021 33:27


    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 →

    Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

    Play Episode Listen Later Oct 6, 2021 26:20


    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 →

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

    Play Episode Listen Later Sep 22, 2021 28:38


    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 →

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