Monthly Archives: February 2021

Episode 12: How Associations Manage their Investments — With Ahmed Farruk

Do you have a thorough understanding of how associations manage their investments?

If not, get ready for your crash-course in all-things associations in today’s episode with DiMeo Schneider’s Ahmed Farruk!

As DiMeo Schneider’s Washington, D.C. regional director and as a senior consultant, Ahmed has years of experience in working with associations and helping them further their missions. Today, he shares his expertise and knowledge on everything you need to know about associations and their investing practices! 

In this episode, you will learn:

  • The different types of Associations and their investment pools
  • 4 ways associations generate revenue
  • Key differentiators between associations and traditional endowments and foundations
  • How the pandemic has impacted budgets and investments
  • And more!

Join us today to learn about associations and how they manage their investments! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Ahmed Farruk | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

Episode 11: How To Hire a Good Investment Consultant — With Brad Alford

When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? 

And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and its mission? 

Find out in this episode, as Bob DiMeo and Devon Francis chat with Alpha Capital Management founder, Brad Alford. Brad shares his expertise and exclusive insight on how he helps nonprofit leaders find the best investment consultant

In this episode, you will learn:

  • Why nonprofit investment committees make use of search firms
  • The primary value endowments and foundations receive from search firms
  • How to find the right investment advisor for your nonprofit
  • How the OCIO indices benefit nonprofit investors
  • And more!

Listen now to discover tips for finding the right investment consultant for your nonprofit! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Alpha Capital Management | FREE GUIDE: 6 Tips to Managing Nonprofit Investments