Episode 16, April 07, 2021
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 adapt to and raise funds in such an environment? To answer this, Bob DiMeo and Devon Francis welcome Amy Schiffman,… Read More
Episode 15, March 31, 2021
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. In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team, Bob DiMeo and Michael Goss. Join… Read More
Episode 14, March 24, 2021
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 the same time, you want to spend enough to have impact today. So, how can you find a spending policy… Read More
Episode 13, March 11, 2021
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. Russ Gronewold, CEO of Bryan Health, joins Bob DiMeo and Devon Francis in this episode to share insight and expertise.… Read More
Episode 12, February 26, 2021
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 with Fiducient Advisors' Ahmed Farruk! As Fiducient Advisors' Washington, D.C. regional director and as a senior consultant, Ahmed has years… Read More
Episode 11, February 10, 2021
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 you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and… Read More
Episode 10, January 27, 2021
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 evolve? In this third and final part of their ESG mini-series, Bob DiMeo and Devon Francis join BlackRock director Kaitlin… Read More
Episode 9, January 13, 2021
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 that you can adapt to ever-changing market conditions! To help you do this, Bob DiMeo and Devon Francis join Matt… Read More
Episode 8, December 30, 2020
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 Francis join Charles Kuchenbrod, the executive associate conference minister at the Southern New England Conference of the United Church of… Read More
Episode 7, December 16, 2020
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! Join Bob DiMeo, Devon Francis, and Fiducient Advisors’ Shreya Canakapalli as they launch the series with a discussion on Environmental,… Read More
Episode 6, December 02, 2020
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 third and final part of our higher education mini-series! In this episode, Bob DiMeo and Devon Francis welcome lawyer Michael… Read More
Episode 5, November 18, 2020
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 Bob DiMeo, Devon Francis, and Deutsche Bank’s Head of Global & Public Affairs , Frank Kelly, in this episode. They… Read More
Episode 4, November 16, 2020
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 on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment… Read More
Episode 3, November 13, 2020
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? To find out, Bob DiMeo and Devon Francis visit with Roberta Herman Dietrich of the Houston Jewish Community Foundation in… Read More
Episode 2, November 11, 2020
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 new challenges in the face of COVID-19. In this episode, Bob DiMeo and Devon Francis launch a new three-part mini-series… Read More
Episode 1, November 09, 2020
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 come to the right place! In this inaugural episode of the Nonprofit Investment Stewards Podcast, get to know your hosts,… Read More