Month: June 2022

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Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

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With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss the current and future outlook for capital markets, the U.S. economy, and international trends.

You will learn:

  • Portfolio positioning under current inflationary pressures
  • Market and economic ripples caused by the actions of the Federal Reserve
  • Why consumer sentiment is low despite high employment rates
  • What investors should be thinking about in the current environment (but aren’t)
  • And more!

Tune in for timely market updates as we enter the second half of 2022!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally

Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally

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Gas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe.

Amidst all of this global turmoil, how should investors think about  ESG investing? How can organizations advance mission-aligned initiatives?

Find out in this episode, as Bob DiMeo and Devon Francis speak with Habib Subjally, senior portfolio manager and head of global equities at RBC Global Asset Management. Habib shares thoughtful insights and strategies for effective ESG integration within an organization your organization and yoru portfolio.

You will learn:

  • Why the current momentum in ESG investing is here to stay
  • How ESG investing can lead to greater commercial success and financial returns
  • Ways to navigate the complexities of the current ESG landscape (and some trending investment themes)
  • How portfolio managers can adopt ESG initiatives despite a lack of standardized industry data
  • And more!

Tune in to learn more about incorporating ESG into your current investment process!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Habib Subjally on LinkedIn | RBC Global Asset Management | Fiducient Advisors’ Guide to Mission-Aligned Investing

About Our Guest:

Habib Subjally is a Senior Portfolio Manager and the Head of RBC Global Equity at RBC Global Asset Management, where he leads a team of 11 global sector specialists. Prior to joining the firm in 2014, Habib spent eight years managing global equities and building his team to its current structure. Previously, he held lead positions in small- and mid-cap equities as well as global and North American equities at other asset management firms.

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Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount

Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount

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Every organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?”

In this episode, Bob DiMeo and Devon Francis speak with Sally Blount, president, and CEO of Catholic Charities of the Archdiocese of Chicago, one of the largest human service providers in the Midwest serving more than 500,000 people annually. Sally sheds light on the current environment for nonprofits and strategies to advance your charitable mission.

You will learn:

  • The process of re-evaluating and enhancing your nonprofit’s performance
  • Caveats to keep in mind while scaling your organizational services
  • Factors that lead to effective governance and ideal committee structures
  • The importance of aligning your investment portfolio with your core values
  • And more!

Tune in to learn how you can help your organization prosper in the current environment!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Sally Blount on LinkedIn | Email Sally | Catholic Charities of the Archdiocese of Chicago | Episode 42: “Investment Considerations, DEI, Nonprofit Leadership and More with Mellody Hobson” | Nonprofit Fundraising and Cryptocurrencies

About Our Guest:

Sally Blount is president and CEO of Catholic Charities of the Archdiocese of Chicago. Moreover, she is the professor of strategy at the Kellogg School of Management at Northwestern University, where she is also a proud alumna and former dean. An internationally recognized thought leader in management and business education, Blount is a highly rated professor and sought-after speaker on leadership development, board governance, and organizational transformation. From 2004-2010, Sally served as dean of the New York University undergraduate College of Business and vice dean of the Stern School of Business. In both deanships, Blount was a record-setting fundraiser, partnering with and leading teams that completed two capital campaigns that were transformational for their institutions, together raising more than $550M. Blount also sits on the board of two Fortune 500 companies, Abbott Laboratories and Ulta Beauty, as well as the boards of the Joyce Foundation and the Economic Club of Chicago.

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