Nonprofit Investment Stewards

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.

Nonprofit Investment Stewards is a business podcast hosted by Bob DiMeo and Devon Francis, with 78 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

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

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  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 takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and invest with purpose. </p> <p>From lessons shared by iconic investors, to strategies for effective governance, to DEI’s impact on investment decisions, this finale is packed with actionable wisdom.</p> <p>You’ll hear about:</p>  Strategies to help endowment and foun...

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  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 Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications. </p> <p>You’ll gain insights into stock and bond markets, understand the impact of recent Federal Reserve actions, and explore strategies to navigate these turbulent times. Listen now to learn more about how to manage your nonprofit’s investments amidst economic uncertainty.</p> <p>You’ll discover:</p> Overview of third-qua...

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  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 Rich Hill, head of real estate strategy and research at Cohen & Steers, about the current landscape of real estate investing. They discuss the impact of interest rates, the role of real estate in a diversified investment portfolio, and the potential opportunities and risks in different sectors of the real estate market today. Rich also shares his insights on anticipated changes in interest rates, trends in the r...

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  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 Latimer Group, to explore how clear communication can be a challenge today and how you can sharpen your skills.</p> <p>You’ll learn:</p> What are the challenges of modern communication What are the key differences between for-profit and nonprofit communication What are some real-life stories that highlight common communication blunders What essential listening and simplification techniques can improve in...

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  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 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 for uncertain times.</p> <p>You’ll discover:</p> Economic highlights from the first half of 2024 Key insights into stock and bond market performance Potential election impacts on investments Strategies for building a resilient portfolio And more! <p> </p> <p>Resources:</p> <p>Ema...

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