Nonprofit Investment Stewards

Nonprofit Investment Stewards

Latest Episodes

Episode 32 – Become a Confident Leader with Dr. Karyn Gordon
November 24, 2021

Dr. Karyn Gordon has rightly said, “Great leaders drive communication, performance, and engagement.” But how can you become a great leader at your nonprofit organization? In this episode, Bob DiMeo an

Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman
November 10, 2021

Are you looking for proven strategies to help your foundation thrive? In this episode, Bob DiMeo and Devon Francis speak with Jay Ruderman, president of the Ruderman Family Foundation. Jay reveals pri

Episode 30 – One Year Anniversary Special
October 27, 2021

It’s been a year since Nonprofit Investment Stewards was launched! A big thank you to all our wonderful listeners and guests who have been a part of this journey. In this special episode, Bob DiMeo an

Episode 29 – Nonprofits and Private Equity — With Matt Kaminski
October 06, 2021

With public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns. Consequently, they are exploring or adding allocations to alternative investm

Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin
September 22, 2021

Focusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and achieve greater results. In this episode, Bob DiMeo a

Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith
September 08, 2021

Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve.  In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practic

Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long
August 25, 2021

If you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you. In this show, Bob DiMeo and Devon Francis speak with

Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell
August 11, 2021

Oftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling. In this episode, Bob DiMeo and Devon Francis are joined by Park Howell, found

Episode 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matt Porter
July 28, 2021

With limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission. This circumstance has compelled

Episode 23 – Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey Bethke
July 14, 2021

Amidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit. In this episode, Bob DiMeo and Devon Fr