Episodes

  • Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

    Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards
    Dec 9 2024
    What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk. Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and …

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    36 mins
  • Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

    Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long
    Oct 9 2024
    As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications. You’ll gain insights into stock and bond markets, understand the …

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    28 mins
  • Episode 76 – Real Estate Investing Trends with Rich Hill

    Episode 76 – Real Estate Investing Trends with Rich Hill
    Sep 18 2024
    Real estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isn’t just market noise; it’s a critical investment insight. Bob DiMeo and Devon Francis interview Rich Hill, head of real estate strategy and research at Cohen & Steers, about the current landscape of real estate investing. They discuss the impact …

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    29 mins
  • Episode 75 – Navigating Communication in a Noisy World With Dean Brenner

    Episode 75 – Navigating Communication in a Noisy World With Dean Brenner
    Aug 23 2024
    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 of the Latimer Group, to explore how clear communication can be a challenge today and how you can sharpen …

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    34 mins
  • Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long

    Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long
    Jul 17 2024
    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, to provide a mid-year market recap and delve into the potential financial implications of the 2024 presidential election. Brad also sheds light on resilient investment strategies …

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    22 mins
  • Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase

    Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase
    Jun 5 2024
    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 Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making. You’ll discover: Top three pain points for nonprofits …

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    24 mins
  • Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

    Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
    May 1 2024
    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 portfolio return target with less risk? Learn more about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, …

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    27 mins
  • Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long

    Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
    Apr 3 2024
    With a surprisingly strong quarter in the books, it’s time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation. Join the insightful conversation between Bob DiMeo, Devon Francis, and returning guest Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about …

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    28 mins