Nonprofit Investment Stewards

Auteur(s): Bob DiMeo and Devon Francis
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  • Résumé

  • 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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Développement commercial et entrepreneuriat Gestion et leadership Économie
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Épisodes
  • Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

    Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards
    Dec 9 2024
    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 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 …

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

    Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long
    Oct 9 2024
    As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment. 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. You’ll gain insights into stock and bond markets, understand the …

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    28 min
  • Episode 76 – Real Estate Investing Trends with Rich Hill

    Episode 76 – Real Estate Investing Trends with Rich Hill
    Sep 18 2024
    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. 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 …

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    29 min

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