Nonprofit Investment Stewards

Nonprofit Investment Stewards


Latest Episodes

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

Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith
February 07, 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 attr

Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long
January 10, 2024

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. Tune in as Bob DiMeo and Dev

Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich
December 27, 2023

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 Bob DiMeo and Devon F

Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman
November 15, 2023

Do you intend to incorporate ESG investing into your portfolio but dont know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhel

Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders
October 18, 2023

Under Scott Malpass leadership, the University of Notre Dames endowment fund grew from $400 million in 1988 to nearly $15 billion by 2020, ranking among the top 1% of endowments globally! Post Notre

Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long
September 27, 2023

How have markets impacted your endowment or foundation and what strategies should you be considering right now? Its time to review this year from a stewardship perspective and consider what strategi

Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey
August 09, 2023

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 Bailey! With a proven track record of astute f

Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long
July 12, 2023

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 Silicon Valley Bank failure, and strained

Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt
June 07, 2023

Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters all of it in a tumultuous market environment. In this episode, Bob DiMeo and