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Bob DiMeo and Devon Francis
Nonprofit Investment StewardsEpisodes
Bob DiMeo and Devon Francis
Nonprofit Investment Stewards
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Episodes of Nonprofit Investment Stewards
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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
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
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 DiMe
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 F
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 Inves
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 o
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-cha
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 Partn
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 Quar
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 stra
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 experience
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. In this episode, Bob DiMeo and Devon Francis speak with Katharine Wyatt, C
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, dir
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 Bra
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 nonprof
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
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 a
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
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 c
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 dri
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 invest
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 Anthon
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,
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 leade
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
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