Nonprofit Investment Stewards

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

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

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

As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devo

Episode 76 – Real Estate Investing Trends with Rich Hill

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.

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

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 De

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

Wondering how the economy and upcoming presidential election might affect your investment portfolio? Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investmen

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

As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon

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

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 p

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

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

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

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 tr

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

Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness. This new dynamic can significantly impact the typ

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

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

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

Many hospitals and healthcare organizations continue to face financial instability and margin pressures that have been exacerbated by the lingering effects of the pandemi

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

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

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

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 e

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

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 perspect

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

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 p

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

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 Val

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

Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters — all of it in a tumultuous market environment.

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

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

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

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 Q