Inflation, interest rates, upcoming midterm elections… There are so many variables that can impact your nonprofit’s investment portfolio in 2022. In this episode, Bob DiMeo and Devon Francis speak with Bob Doll, CFA, chief investment officer at Crossmark Global Investments, Inc. Bob Doll makes calculated predictions and forecasts on what will drive U.S. equity markets …
When you’re strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money. In this episode, Bob DiMeo and Devon Francis speak with Caren Yanis, principal at Croland Consulting, LLC, and a philanthropic advisor to families and businesses. Caren shares actionable insights and best practices for today’s …
Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy? Find the answers to these questions in this episode, as Bob DiMeo and Devon Francis interview Matt Rice, Chief Investment Officer at Fiducient Advisors. They discuss key market trends from 2021 (stocks, …
Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders! The Clerics of Saint Viator is an international Roman Catholic religious congregation. In this episode, Bob DiMeo and Devon Francis interview Jim about his experience in managing finances for a religious order. They also …
As the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally? In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, CFA, chief investment officer for the Americas at the DWS Group. As one of Wall Street’s best …
Dr. Karyn Gordon has rightly said, “Great leaders drive communication, performance, and engagement.” But how can you become a great leader at your nonprofit organization? In this episode, Bob DiMeo and Devon Francis are joined by Dr. Karyn Gordon to answer this question. Dr. Karyn is the CEO of DK Leadership, a leadership and relationship …
Are you looking for proven strategies to help your foundation thrive? In this episode, Bob DiMeo and Devon Francis speak with Jay Ruderman, president of the Ruderman Family Foundation. Jay reveals principles that have guided the Ruderman Family Foundation in making prudent management, investment, and strategic decisions, and explains how other foundations can emulate their …
It’s been a year since Nonprofit Investment Stewards was launched! A big thank you to all our wonderful listeners and guests who have been a part of this journey. In this special episode, Bob DiMeo and Devon Francis take a trip down the memory lane, highlighting some of their most memorable episodes. Then, they move …
With public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns. Consequently, they are exploring or adding allocations to alternative investments, such as private equity. In this episode, Bob DiMeo and Devon Francis speak with Matt Kaminski, partner and research director at Fiducient Advisors, who directs the firm’s Global …
Focusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and achieve greater results. In this episode, Bob DiMeo and Devon Francis speak with Cynthia Primo Martin, founder of the Trustees of Color initiative. They discuss actionable strategies to create diverse …