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Nonprofit Investment Stewards

Hosted by Bob DiMeo and Devon Francis · business · EN-US · 78 episodes

About this Podcast:

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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Contact path

Public web form

Booking probability

22%

Guest openness

Selective

80/100
Required Score

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Questions about Nonprofit Investment Stewards

What is Nonprofit Investment Stewards about?

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.

Who hosts Nonprofit Investment Stewards?

Nonprofit Investment Stewards is hosted by Bob DiMeo and Devon Francis. The show has published 78 episodes to date.

What has Nonprofit Investment Stewards covered recently?

Recent episodes include "Episode 78, Reflecting on Four Years of Lessons from Nonprofit Investment Stewards" (9 December 2024, 36 minutes), "Episode 77, Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long" (9 October 2024, 28 minutes), and "Episode 76, Real Estate Investing Trends with Rich Hill" (18 September 2024, 29 minutes).

How often does Nonprofit Investment Stewards publish?

Nonprofit Investment Stewards publishes roughly monthly, with episodes averaging 27 minutes across 78 episodes.

How hard is it to get booked on Nonprofit Investment Stewards?

Booking probability for Nonprofit Investment Stewards is 22%, and the host is rated Selective on guests. Nonprofit Investment Stewards requires a Pod Score of 80 or higher. Nonprofit Investment Stewards's contact route on record: public web form.

Who should pitch Nonprofit Investment Stewards?

The strongest fits for Nonprofit Investment Stewards are Investing & Wealth Management. Nonprofit Investment Stewards has a business audience.

About the host

Bob DiMeo and Devon Francis hosts Nonprofit Investment Stewards, a business show with 78 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Nonprofit Investment Stewards

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

    Dec 9, 202436 minS0

    <p>What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk.</p> <p>Join Bob DiMeo and Devon Francis as they celebrate the top...

  • Nonprofit Investment Stewards

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

    Oct 9, 202428 minS0

    <p>As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment.</p> <p>This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief...

  • Nonprofit Investment Stewards

    Episode 76 – Real Estate Investing Trends with Rich Hill

    Sep 18, 202429 minS0

    <p>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. </p> <p>Bob DiMeo and Devon Francis interview...

  • Nonprofit Investment Stewards

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

    Aug 23, 202434 minS0

    <p>Did you know that 40% of a typical workweek is wasted due to poor communication? How can you decrease the amount of time lost?</p> <p>Bob DiMeo and Devon Francis engage with Dean Brenner, President and CEO of the...

  • Nonprofit Investment Stewards

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

    Jul 17, 202422 minS0

    <p>Wondering how the economy and upcoming presidential election might affect your investment portfolio?</p> <p>Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors, to...

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  • Nonprofit Investment Stewards

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

    Jun 5, 202424 minS0

    <p>As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it.</p> <p>Join Bob DiMeo, Devon Francis, and guest Benjamin Aase...

  • Nonprofit Investment Stewards

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

    May 1, 202427 minS0

    <p>Fixed-income markets have changed dramatically.</p> <p>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...

  • Nonprofit Investment Stewards

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

    Apr 3, 202428 minS0

    <p>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.</p> <p>Join the insightful...

  • Nonprofit Investment Stewards

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

    Mar 14, 202427 minS0

    <p>Artificial intelligence (AI) drove markets last year and continues to dominate the news today.</p> <p>But what does it mean for the investments you oversee?</p> <p>Learn about the transformative potential of AI on...

  • Nonprofit Investment Stewards

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

    Feb 7, 202428 minS0

    <p>Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness.</p> <p>This new dynamic can significantly impact the type of resources a nonprofit attracts!</p>...

  • Nonprofit Investment Stewards

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

    Jan 10, 202430 minS0

    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...

  • Nonprofit Investment Stewards

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

    Dec 27, 202318 minS0

    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...

  • Nonprofit Investment Stewards

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

    Nov 15, 202325 minS0

    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...

  • Nonprofit Investment Stewards

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

    Oct 18, 202327 minS0

    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...

  • Nonprofit Investment Stewards

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

    Sep 27, 202328 minS0

    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...

  • Nonprofit Investment Stewards

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

    Aug 9, 202325 minS0

    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...

  • Nonprofit Investment Stewards

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

    Jul 12, 202324 minS0

    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...

  • Nonprofit Investment Stewards

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

    Jun 7, 202327 minS0

    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...

  • Nonprofit Investment Stewards

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

    May 3, 202334 minS0

    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...

  • Nonprofit Investment Stewards

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

    Mar 29, 202328 minS0

    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...

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