Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Nonprofit Investment Stewards

Nonprofit Investment Stewards


Nonprofit Investment Stewards

ratings:
Length:
71 episodes
Language:
English
Format:
Podcast

Description

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.
Language:
English
Format:
Podcast

Episodes1 - 10 of 71 episodes

PlayTitleSave

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

As the advancement of artificial intelligence (AI) continues to revolutionize industrie...

23 minutes
Jun 05, 2024

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

Fixed-income markets have changed dramatically. As bonds garner growing interest from i...

26 minutes
May 01, 2024

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

With a surprisingly strong quarter in the books, it’s time to uncover the latest update...

28 minutes
Apr 03, 2024

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

Artificial intelligence (AI) drove markets last year and continues to dominate the news...

26 minutes
Mar 14, 2024

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

Nonprofit organizations, and their donors, have become increasingly vigilant about meas...

27 minutes
Feb 07, 2024

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

In a landscape marked by unpredictability and complex market dynamics, investors need t...

30 minutes
Jan 10, 2024

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

Many hospitals and healthcare organizations continue to face financial instability and ...

17 minutes
Dec 27, 2023

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

Do you intend to incorporate ESG investing into your portfolio but don’t know where to ...

24 minutes
Nov 15, 2023

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

Under Scott Malpass’ leadership, the University of Notre Dame’s endowment fund grew fro...

27 minutes
Oct 18, 2023

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

How have markets impacted your endowment or foundation… and what strategies should you ...

27 minutes
Sep 27, 2023