Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith

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 attracts! In this episode, Bob DiMeo and Devon Francis speak with Chari Smith, founder of Evaluation Into Action and author of Nonprofit Program Evaluation Made Simple. They tackle the …

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Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long

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 Devon Francis join Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors, to dissect the pivotal themes that shaped 2023 and offer a forward-looking …

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Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich

Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich

Many hospitals and healthcare organizations continue to face financial instability and margin pressures that have been exacerbated by the lingering effects of the pandemic.  Join Bob DiMeo and Devon Francis as they meet with Kate Guelich, CEO of Kaufman Hall, a renowned management consulting firm specializing in healthcare. They explore strategies to tackle the multifaceted …

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Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman

Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman

Do you intend to incorporate ESG investing into your portfolio but don’t know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhelming for investors to navigate this ever-changing landscape! In this episode, Bob DiMeo and Devon Francis speak with Sarah Hinman, CPA/PFS, CFP®, CSRIC®, Senior Consultant …

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Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders

Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders

Under Scott Malpass’ leadership, the University of Notre Dame’s endowment fund grew from $400 million in 1988 to nearly $15 billion by 2020, ranking among the top 1% of endowments globally! Post Notre Dame, Scott co-founded Grafton Street Partners and he remains passionate regarding his founder role with Catholic Investment Services. In this episode, Bob …

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Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long

Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long

How have markets impacted your endowment or foundation… and what strategies should you be considering right now? It’s time to review this year from a stewardship perspective and consider what strategies to employ heading into 2024. In this Quarterly Quick Takes, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, Chief Investment Officer …

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Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey

Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey

On July 31st, 2023, a new and exciting chapter began for Fiducient Advisors. With great pleasure, we introduce you to Fiducient Advisors’ new CEO Sabrina Bailey! With a proven track record of astute financial stewardship and a penchant for strategic brilliance, Sabrina brings a wealth of experience that promises to steer Fiducient toward even greater …

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Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long

Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long

Do you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained US-China trade relations. And we experienced continued market volatility and rising interest rates.  So where are things headed? In this Quarterly Quick Take, Bob …

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Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt

Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt

Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters — all of it in a tumultuous market environment. In this episode, Bob DiMeo and Devon Francis speak with Katharine Wyatt, CFA chief investment officer at Loyola University Chicago. Katherine shares timely insights on how nonprofits and endowments can thrive …

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Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg

Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg

Effective leadership and good governance can help maximize your mission but requires strategic, long-term thinking in a world increasingly focused on the short term.  In this episode, Bob DiMeo and Devon Francis speak with David Nierenberg, director of The National World War II Museum, where he also chairs the investment committee. They explore ways to …

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