Nonprofit Investment Stewards By cover art

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

    Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
    Apr 3 2024
    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 impact your portfolio, endowment, or foundation. Join the insightful conversation between Bob DiMeo, Devon Francis, and returning guest Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about …

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

    Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji
    Mar 14 2024
    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 about the transformative potential of AI on your portfolio in this episode with Bob DiMeo, Devon Francis, and guest Altan Wuliji, CFP®, principal and senior consultant at Fiducient Advisors. They …

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

    Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith
    Feb 7 2024
    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 nonprofit attracts! In this episode, Bob DiMeo and Devon Francis speak with Chari Smith, founder of Evaluation Into Action and author of Nonprofit Program Evaluation Made Simple. They tackle the …

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    28 mins
Management Economics
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