Nonprofit Investment Stewards

Nonprofit Investment Stewards

Latest Episodes

Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally
June 15, 2022

Gas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this global turmoil, how should investors think about  ESG

Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount
June 01, 2022

Every organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?” In this episode, Bob DiMeo and Devon Francis speak with S

Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich
May 18, 2022

This can be a challenging environment for nonprofit organizations, especially those in higher education, contending with investments, revenue, operations, and more. In this episode, Bob DiMeo and Devo

Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert
May 04, 2022

Effective governance is key to a nonprofit’s success. It provides strategic direction to your organization. There are multiple factors to consider — board and committee structures, decision-making aut

Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson
April 20, 2022

How concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders be focusing on? These are some of the pre

Episode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis
April 06, 2022

The NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments. In this episode, Bob DiMeo and Devon Francis discuss the key findings from the latest release of

Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott
March 23, 2022

Does your nonprofit’s success rely heavily on memberships and attendance? If yes, then it’s likely that your organization faced a major downturn due to COVID-19. In this episode, Bob DiMeo and Devon F

Episode 39 – First Quarterly Quick Take of 2022: Key Market Updates with Brad Long
March 09, 2022

With looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, it’s time for our first Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with

Episode 38 – How Nonprofits Should Manage Large Cash Inflows with David Piccerelli
February 23, 2022

There may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when they’re not expecting it at all! In this episode, Bob DiMeo and Devon Francis sp

Episode 37 – Predictions for 2022 That Can Affect Your Investment Portfolio with Bob Doll
February 09, 2022

Inflation, interest rates, upcoming midterm elections… There are so many variables that can impact your nonprofit’s investment portfolio in 2022. In this episode, Bob DiMeo and Devon Francis speak wit