Monthly Archives: July 2021

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Episode 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matt Porter

With limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission.

This circumstance has compelled many nonprofits to consider the Outsourced Chief Investment Officer (OCIO) model.

In this episode, Bob DiMeo and Devon Francis are joined by Matt Porter, managing partner and head of endowments and foundations at Fiducient Advisors. Matt explains how an OCIO might help your investment committee optimize decisions, reduce administrative burden, and more efficiently approach portfolio management to better focus on your nonprofit’s long-term goals.

You will learn:

  • The key differences between an OCIO model and traditional investment consulting
  • Specific duties that can be offloaded by nonprofits through an OCIO approach
  • Major advantages and pitfalls of OCIO endowment management
  • How to outsource various responsibilities while still maintaining decision-making authority within your organization
  • And more!

Tune in to learn how the OCIO model can help today’s nonprofits optimize their investment management!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | MATT PORTER BIO | Matt Porter on LinkedIn | Investment Office at Fiducient Advisors: Creative and Flexible Management Solutions for Today’s Nonprofits

About Our Guest:

As Head of Endowments and Foundations, Matt Porter challenges firm members to think about and embrace innovation and knowledge development. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is the Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers.  Matt also leads the firm’s Endowment & Foundation Business Council and is a member of the firm’s Research Forum and Discretionary Committee.

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Episode 23 – Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey Bethke

Amidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit.

In this episode, Bob DiMeo and Devon Francis are joined by Jeff Bethke, managing partner at Ingenuity Advising, to help your nonprofit optimize both financial and operational planning. Jeff draws from his experience as former executive vice president and CFO at DePaul University to explain how educational institutions can overcome common investment challenges while developing operational efficiencies.

You will learn:

  • How to tackle the looming demographic crisis facing higher education
  • Effective endowment management strategies for schools
  • Ways in which your nonprofit’s finances and operations directly influence each other
  • Proven best practices for institutional governance and investment committee structures
  • And more!

Tune in to learn how you can achieve both financial and operational competence within your nonprofit.

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | FOUR SMART MOVES FOR INVESTMENT COMMITTEES | Jeffrey Bethke on LinkedIn | Ingenuity Advising | DePaul University | Niagara University | Navy Pier | Metropolitan Pier and Exposition Authority (MPEA) | Four Smart Moves for Endowment Investment Committees

About Our Guest:

Jeffery Bethke has more than 20 years of higher education and not-for-profit finance and operations experience and a decade in consulting and corporate management roles. Before launching Ingenuity Advising in 2021, Jeff served as executive vice president and chief financial officer at DePaul University, one of the nation’s largest private universities, where he oversaw the institution’s finance and budgeting functions, facility operations, human resources, information technology, internal audit, public safety, student housing, dining operations, community and government relations and other operational areas.