Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third 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 timely market and economic updates, including important portfolio implications …

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Episode 51 – Hedge Funds Revisited With Anthony Novara

Episode 51 – Hedge Funds Revisited With Anthony Novara

Some investment committees are reluctant to own alternative investments because they don’t understand the space well. Or perhaps they are intimidated due to the complexity and cost. In this episode, Bob DiMeo and Devon Francis speak with Anthony Novara, CFA®, research director of Fiducient Advisors’ marketable alternatives group. They demystify hedge fund investing and its …

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Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later? Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments. In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially …

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Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022? These are just some of the questions nonprofit leaders are asking today. In this episode, Bob DiMeo and Devon Francis speak with Dr. …

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Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of the Fundraising Voices Podcast. Brian shares actionable strategies to boost …

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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

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 …

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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

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, …

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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

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 …

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Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich

Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich

This can be a challenging environment for nonprofit organizations, especially those in higher education, contending with investments, revenue, operations, and more. In this episode, Bob DiMeo and Devon Francis speak with Rev. Dr. Brian Friedrich, president at Concordia University-St. Paul. They discuss the current outlook for higher-ed organizations, including major opportunities and challenges facing them …

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Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert

Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert

Effective governance is key to a nonprofit’s success. It provides strategic direction to your organization. There are multiple factors to consider — board and committee structures, decision-making authority, and investment policies, to name a few. In this episode, Bob DiMeo and Devon Francis speak with Julia Boisvert, a member of Murtha Cullina LLP’s Health Care …

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