Nonprofit Investment Stewards

Oct 09 2024 77 ep. 28 mins 1
Nonprofit Investment Stewards Podcast artwork

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.

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

Oct 09 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

Episode 76 – Real Estate Investing Trends with Rich Hill

Sep 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 … Read More Read Mo

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

Aug 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 … Read More Read More

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

Jul 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 …

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

Jun 05 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

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

May 01 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®, … Read More Read More

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

Apr 03 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 … Read More Read More

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

Mar 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 … Read More Read More

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

Feb 07 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 …

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

Jan 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 … Read More Read More