Nonprofit Investment Stewards

Nonprofit Investment Stewards


Episode 51 – Hedge Funds Revisited With Anthony Novara

September 07, 2022

Some investment committees are reluctant to own alternative investments because they don’t understand the space well.


Or perhaps they are intimidated due to the complexity and cost.


In this episode, Bob DiMeo and Devon Francis speak with Anthony Novara, CFA®, research director of Fiducient Advisors’ marketable alternatives group. They demystify hedge fund investing and its role in effective portfolio management, especially amidst high market volatility.


You will learn:


  • Five primary strategies used in hedge funds investing
  • Major pros and cons of hedge funds for endowments and foundations
  • Fund of funds — how they work, fee structures, and investment benefits
  • Why the notion “hedge funds are inherently riskier” may not always true
  • And more!

Tune in to learn how to navigate hedge funds and other forms of alternative investments!


Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Anthony Novara on LinkedIn | Anthony Novara BIO | Nonprofits and Private Equity With Matt Kaminski (Ep. 29)