Podcasts Archive
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 investors (including endowments and foundations), it boils down to fit, and is it possible […]
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 updates on the markets and the economy, and how they may […]
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 today. But what does it mean for the investments you oversee? Learn […]
Show Me the Results: A Practical Guide to Program Evaluation with Chari Smith
Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness. This new dynamic can significantly impact the type of resources a […]
Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long
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. […]
Improving Performance and Profitability for Healthcare Organizations with Kate Guelich
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 […]
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 start? As reporting standards, disclosure requirements, and available data continue […]
From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment and Other Lessons for Leaders
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 […]
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 be considering right now? It’s time to review this year from a […]
Get to Know Fiducient Advisors’ New CEO Sabrina Bailey
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 […]
Q3 Quarterly Quick Take: Important Investment Updates with Brad Long
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 […]
How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt
Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters — all of it in a tumultuous market environment. In […]
How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg
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 […]
First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long
A lot has happened in the first quarter of 2023. Continued market volatility, rising interest rates, and the hottest topic right now — the banking […]
True or False? Answering Key Investment Questions For Nonprofit Leaders
Is ESG here to stay? Will active investing have its turn in the sun? Can international markets finally outperform domestic markets? Does cryptocurrency belong in […]
How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond
As part of your ESG goals, you might be screening certain investments before adding them to your endowment’s portfolio. If you want to amplify your […]
Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long
2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention. But what should investors consider moving […]
A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion and Belonging with Karen Paulson
Being part of a diverse organization does not guarantee everyone feels valued and welcome. It’s crucial to simultaneously and intentionally focus on equity, inclusion and […]
Four Action Items To Combat Market Volatility and Uncertainty
The traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 […]
The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry
High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. In this episode, Bob DiMeo and Devon Francis speak with Jeffery Perry, […]
Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long
With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third Quarterly Quick Take of 2022. In this episode, […]
Hedge Funds Revisited with Anthony Novara
Some investment committees are reluctant to own alternative investments because they don’t understand the space well. Or perhaps they are intimidated due to the complexity […]
Five Investing Paradoxes Impacting Nonprofits and Endowments
Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later? Investors encounter such […]
Endowment Management, Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds
When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How […]
Fundraising Strategies to Increase Donor Engagement with Brian Gawor
Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo […]
Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long
With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022. In […]
Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally
Gas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this […]
How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount
Every organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?” […]
Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich
This can be a challenging environment for nonprofit organizations, especially those in higher education, contending with investments, revenue, operations, and more. In this episode, Bob […]
Nonprofit Governance: How to Effectively Build Committees, Craft Policies and Fill Gaps with Julia Boisvert
Effective governance is key to a nonprofit’s success. It provides strategic direction to your organization. There are multiple factors to consider — board and committee […]
Investment Considerations, DEI, Nonprofit Leadership and More with Mellody Hobson
How concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders […]
Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis
The NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments. In this episode, Bob DiMeo and Devon Francis discuss the […]
How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott
Does your nonprofit’s success rely heavily on memberships and attendance? If yes, then it’s likely that your organization faced a major downturn due to COVID-19. […]
First Quarterly Quick Take of 2022: Key Market Updates with Brad Long
With looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, it’s time for our first Quarterly Quick Take of 2022. In this episode, Bob […]
How Nonprofits Should Manage Large Cash Inflows with David Piccerelli
There may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when they’re not expecting it at […]
Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll
Inflation, interest rates, upcoming midterm elections… There are so many variables that can impact your nonprofit’s investment portfolio in 2022. In this episode, Bob DiMeo […]
Amplify Your Impact Through Strategic Philanthropy with Caren Yanis
When you’re strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money. In this episode, Bob […]
The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice
Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy? Find the […]
Investment Insights From a Global Religious Congregation with Jim Thomas
Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders! The Clerics of Saint […]
Future Outlook on Equity Markets (2021 Year-End Updates) with David Bianco
As the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally? […]
Become a Confident Leader with Dr. Karyn Gordon
Dr. Karyn Gordon has rightly said, “Great leaders drive communication, performance, and engagement.” But how can you become a great leader at your nonprofit organization? […]
Behind the Scenes of a Successful Foundation – With Jay Ruderman
Are you looking for proven strategies to help your foundation thrive? In this episode, Bob DiMeo and Devon Francis speak with Jay Ruderman, president of […]
One Year Anniversary Special
It’s been a year since Nonprofit Investment Stewards was launched! A big thank you to all our wonderful listeners and guests who have been a […]
Nonprofits and Private Equity — With Matt Kaminski
With public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns. Consequently, they are exploring or adding allocations to […]
How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion – With Cynthia Primo Martin
Focusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and […]
403(b) Retirement Plans Optimized for Nonprofits – With Vin Smith
Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve. In this episode, Bob DiMeo and […]
Endowment Investment Considerations for Today’s Market — With Brad Long
If you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you. In this show, […]
How Storytelling Can Benefit Your Endowment — With Park Howell
Oftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling. In this episode, Bob DiMeo and Devon […]
The Benefits and Pitfalls of OCIO Endowment Management — With Matt Porter
With limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission. […]
Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey Bethke
Amidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit. In this episode, […]
Achieving Your Charitable Mission Through Private Foundations — With Adam Newell
For high-net-worth families who are charitably inclined, private foundations are a great way to make an impact while maintaining control over your investments. In this […]
How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey Shields
In this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into […]
How to Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals
Regularly assessing the impact of your nonprofit’s initiatives and even its mission is more important than ever to all stakeholders including your donors. In this […]
Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro
It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. Leadership at senior living communities […]
How Nonprofit Leaders Can Overcome Today’s Challenges – with Dennis Morrone
Managing liquidity, identifying suitable governance policies, and building the right investment committee are just a few of the challenges that nonprofits face on a regular […]
10 Habits of Effective Investment Committees
An investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success. […]
The State of Nonprofit Fundraising and How to Remain Relevant – with Amy Schiffman
During the COVID-19 pandemic, most fundraising events have come to a standstill. For many, face-to-face interaction with donors is limited at best. How can nonprofits […]
Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates – With Mike Goss and Bob DiMeo
DiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S. […]
Your Guide to Endowment Spending Policy – With Devon Francis
As a nonprofit organization, you don’t want to spend too much of your portfolio now, robbing future generations of the benefits of your mission. At […]
Effective Investment Strategies for Healthcare Systems — With Russ Gronewold
Hospitals and healthcare systems contend with a variety of challenges, and the need for effective management of their investment programs remains as important as ever. […]
How Associations Manage Their Investments – with Ahmed Farruk
Do you have a thorough understanding of how associations manage their investments? If not, get ready for your crash-course in all-things associations in today’s episode […]
How To Hire a Good Investment Consultant — With Brad Alford
When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? And how can […]
ESG Investing for Stewards: Part 3 – With Kaitlin Bergan
Charitable organizations and endowment funds are at the forefront of the ESG movement. With increased interest in this investment strategy, how might the ESG landscape […]
2021 Investment Outlook for Endowments & Foundations — With Matt Rice
With a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so […]
ESG Investing for Stewards: Part 2 — With Charles Kuchenbrod
Get ready to explore a new, unique approach to ESG investing for religious institutions! In part two of their ESG mini-series, Bob DiMeo and Devon […]
ESG Investing for Stewards: Part 1 — With Shreya Canakapalli
In this episode, we kick off a new mini-series on a topic that is near and dear to many endowment and foundation stewards, ESG investing! […]
Higher Education and COVID-19: Part 3 — With Lawyer Michael Cooney
As a steward, how can you effectively manage your endowment fund and avoid common issues that can arise during the process? Find out in this […]
How the 2020 Elections Could Impact Nonprofit Investors — With Frank Kelly
With the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios? To explore the answer, join […]
Higher Education and COVID-19: Part 2 — With Bruce Laning
Managing endowments at higher education institutions regularly regularly includes uncertainty and challenges. Now this seems more true than ever. In part two of their mini-series […]
Community Foundations and Current Challenges — With Roberta Herman Dietrich
Community foundations are essential pillars of our societies. But how has this unprecedented year impacted these organizations and the important work they do in communities? […]
Higher Education: Part 1 — With Donna M. Carroll
Higher education impacts everyone from employers to students. While these institutions bring many great benefits to our societies, like many others, they are now experiencing […]
Welcome to the Nonprofit Investment Stewards Podcast!
Are you interested in learning about endowment, foundation and other nonprofit investments and how investment strategy can further your charitable organization’s mission? If so, you’ve […]
