Nonprofit Investment Stewards

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.

Episodes

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

December 9, 2024 • 36 mins

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 …

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

October 9, 2024 • 28 mins

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 …

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Episode 76 – Real Estate Investing Trends with Rich Hill

September 18, 2024 • 28 mins

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 …

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

August 23, 2024 • 33 mins

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 …

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

July 17, 2024 • 21 mins

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 …

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

June 5, 2024 • 23 mins

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 …

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

May 1, 2024 • 26 mins

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®, …

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

April 3, 2024 • 28 mins

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 …

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

March 14, 2024 • 26 mins

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 …

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

February 7, 2024 • 27 mins

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 …

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

January 10, 2024 • 30 mins

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 …

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

December 27, 2023 • 17 mins

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 …

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

November 15, 2023 • 24 mins

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 …

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

October 18, 2023 • 27 mins

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 …

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

September 27, 2023 • 27 mins

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 …

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

August 9, 2023 • 24 mins

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 …

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

July 12, 2023 • 24 mins

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 …

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

June 7, 2023 • 27 mins

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 …

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

May 3, 2023 • 34 mins

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 …

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

March 29, 2023 • 27 mins

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 …

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Nonprofit Investment Stewards

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

Episode 76 – Real Estate Investing Trends with Rich Hill

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Popular Podcasts

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

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