Tag Archives: Alternative Investments

Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty

December 7, 2022charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedAlternative Investments, Bob DiMeo, Devon Francis, Endowment, ESG Investing, Fiducient Advisors, Investing, Market Volatility, Nonprofits, Portfolio Managementnonprofitinvestmentstewards

The traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 years! Investor anxiety seems to be rising in lock-step with interest rates.

All this contributes to a high level of uncertainty for those who oversee endowments and foundations.

In this episode, Bob DiMeo and Devon Francis help investment committees (or any nonprofit leader overseeing investments) combat market uncertainty through four key action items.

You will learn the following:

Why good stewards need to separate today’s news from the noise
Important considerations regarding expected investment returns moving forward
Insights into alternative asset classes, especially in light of higher interest rates
An important step in ESG investing that many organizations are overlooking
And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

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Episode 51 – Hedge Funds Revisited With Anthony Novara

September 7, 2022charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedAlternative Investments, Anthony Novara, Bob DiMeo, Devon Francis, Endowment, Fiducient Advisors, Hedge Funds, Market Volatility, Nonprofits, Portfolio Managementnonprofitinvestmentstewards

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 role in effective portfolio management, especially amidst high market volatility.

You will learn:

Five primary strategies used in hedge funds investing
Major pros and cons of hedge funds for endowments and foundations
Fund of funds — how they work, fee structures, and investment benefits
Why the notion “hedge funds are inherently riskier” may not always true
And more!

Tune in to learn how to navigate hedge funds and other forms of alternative investments!

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Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

October 6, 2021charitable organization, education, endowment, finance, financial, investing, investment, nonprofit, UncategorizedAlternative Investments, Bob DiMeo, Devon Francis, Diversification, Fiducient Advisors, Investment, Market Updates, Matthew Kaminski, Nonprofits, Private Equitynonprofitinvestmentstewards

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 Private Markets Group. Matt shares valuable insights to how nonprofit organizations can make private equity investments an integral part of their portfolio.

You will learn:

Key updates on private equity markets (past performance and future considerations)
Factors a nonprofit must consider when investing in PE
The potential benefits and pitfalls of private equity investments in today’s markets
Why private equity may not only be right for large endowments or foundations
And more!

Tune in to learn strategies for effectively investing in private equity markets!

About Our Guest:

As Partner and Research Director, Matt Kaminski directs Fiducient Advisors’ Global Private Markets Group, overseeing investment research and due diligence efforts. He is also a member of the firm’s Investment Committee, Research Forum, and Trustee-Direct Discretionary Committee. Matt joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was an Investment Analyst and member of the Consultant Relations team at Fidelity Investments. Matt received a BSBA from Stonehill College, is a CFA® charterholder, and a member of the CFA Institute and the Hartford CFA Society. With his free time, Matt is on the Finance & Audit Committee for Foodshare, Inc. (a nonprofit anti-hunger organization in the greater Hartford area). His personal interests include fishing and biking.

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