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 …
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, …
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 …
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 …
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 …
How concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders be focusing on? These are some of the pressing questions we hear from clients. Join Bob DiMeo and Devon Francis as they speak with one of the most in-demand guests …
The NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments. In this episode, Bob DiMeo and Devon Francis discuss the key findings from the latest release of the study including noteworthy trends for colleges and universities on investment returns, asset allocation, ESG investing, and a lot more. You will learn: …
Does your nonprofit’s success rely heavily on memberships and attendance? If yes, then it’s likely that your organization faced a major downturn due to COVID-19. In this episode, Bob DiMeo and Devon Francis speak with Laura Lott, president and CEO at American Alliance of Museums. They discuss strategies to help attendance-dependent nonprofits, such as museums …
With looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, it’s time for our first Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, partner, and deputy chief investment officer at Fiducient Advisors. They provide timely insights into the current economic and market conditions, both in …
There may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when they’re not expecting it at all! In this episode, Bob DiMeo and Devon Francis speak with David Piccerelli, president at WSBE Rhode Island PBS and a client of Fiducient Advisors, who has experience in managing …