Nonprofit Investment Stewards

Nonprofit Investment Stewards

Por: Bob DiMeo and Devon Francis
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.
78 episodios disponibles

Latest episodes of the podcast Nonprofit Investment Stewards

Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards 09/12/2024
Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long 09/10/2024
Episode 76 – Real Estate Investing Trends with Rich Hill 18/09/2024
Episode 75 – Navigating Communication in a Noisy World With Dean Brenner 23/08/2024
Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long 17/07/2024
Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase 05/06/2024
Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate 01/05/2024
Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long 03/04/2024
Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji 14/03/2024
Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith 07/02/2024
Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long 10/01/2024
Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich 27/12/2023
Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman 15/11/2023
Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders 18/10/2023
Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long 27/09/2023
Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey 09/08/2023
Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long 12/07/2023
Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt 07/06/2023
Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg 03/05/2023
Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long 29/03/2023
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