Nonprofit Investment Stewards
Latest Episodes
Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long
As markets face increased volatility, the Federal Reserves recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devon Francis are joined by Brad Lo
Episode 76 – Real Estate Investing Trends with Rich Hill
Real estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isnt just market noise; its a critical investment insight. Bob DiMeo and Devon Francis
Episode 75 – Navigating Communication in a Noisy World With Dean Brenner
Did you know that 40% of a typical workweek is wasted due to poor communication? How can you decrease the amount of time lost? Bob DiMeo and Devon Francis engage with Dean Brenner, President and CEO o
Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long
Wondering how the economy and upcoming presidential election might affect your investment portfolio? Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors
Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase
As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon Francis, and guest Benjamin Aa
Episode 72 – 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 to achieve your portfol
Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
With a surprisingly strong quarter in the books, its time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation. Join the insi
Episode 70 – 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 about the transformative potential of AI on
Episode 69 – 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 nonprofit attr
Episode 68 – 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. Tune in as Bob DiMeo and Dev