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 dive into several best practices for effective investment portfolio management that are relevant in today’s complex financial landscape.
You will learn:
- The concept of perpetuity and how to prepare your portfolio for long-term success
- How to rebalance your portfolio and ensure consistent asset allocation
- Ways to ensure a more accurate screening of your portfolio for mission-aligned investing
- Reasons to maintain a continuous dialogue with your organization’s stakeholders
- And more!
Tune in to discover investment best practices that can help you emulate the success of the Clerics of Saint Viator!
Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | The Clerics of Saint Viator
About Our Guest:
Jim Thomas is CFO of the Clerics of St. Viator, an international Roman Catholic religious congregation headquartered just outside of Chicago. The Order has a vast footprint with numerous churches and schools throughout Illinois, other parts of the U.S., South America and beyond. Jim holds an MBA from Northwestern and degrees in Mechanical Engineering from Purdue University. Prior to joining the order, Jim served in numerous roles in the for-profit world including being COO of an aerospace/defense company, president of a consumer products company and a change agent at other organizations.
Podcast: Play in new window | Download | Embed