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Nonprofit Investment Stewards

By: Bob DiMeo and Devon Francis
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  • Summary

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

    Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long
    Jul 17 2024
    Wondering how the economy and upcoming presidential election might affect your investment portfolio? 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 …

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

    Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase
    Jun 5 2024
    As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making. You’ll discover: Top three pain points for nonprofits …

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

    Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
    May 1 2024
    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 about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, …

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    27 mins
Management Economics
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