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Podcasts

Whether you oversee endowment, foundation or retirement plan investments, learn from experts and explore strategies intended to help stewards improve performance, reduce costs and help charitable organizations prosper.

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PODCAST | Episode 60 | May 03, 2023
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 this episode, Bob DiMeo and Devon Francis speak with David Nierenberg, Director of The National World War II Museum, where… Read More

PODCAST | Episode 59 | Apr 03, 2023
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 debacle! In the first Quarterly Quick Take of 2023, Bob DiMeo and Devon Francis are back with Brad Long, CFA®,… Read More

PODCAST | Episode 58 | Mar 03, 2023
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 an endowment portfolio? These are common investment-related questions that nonprofit leaders and people overseeing endowments might have. In this episode,… Read More

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