Tag Archives: investment management

Episode 11: How To Hire a Good Investment Consultant — With Brad Alford



When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? 

And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and its mission? 

Find out in this episode, as Bob DiMeo and Devon Francis chat with Alpha Capital Management founder, Brad Alford. Brad shares his expertise and exclusive insight on how he helps nonprofit leaders find the best investment consultant

In this episode, you will learn:

  • Why nonprofit investment committees make use of search firms
  • The primary value endowments and foundations receive from search firms
  • How to find the right investment advisor for your nonprofit
  • How the OCIO indices benefit nonprofit investors
  • And more!

Listen now to discover tips for finding the right investment consultant for your nonprofit! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Alpha Capital Management | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan



Charitable organizations and endowment funds are at the forefront of the ESG movement.

With increased interest in this investment strategy, how might the ESG landscape evolve?

In this third and final part of their ESG mini-series, Bob DiMeo and Devon Francis join BlackRock director Kaitlin Bergan to explore this and more. Kaitlin shares her experience with sustainable investing solutions across asset classes and reveals the trends she sees in mission aligned investing, both today and in the years to come.

In this episode, you will learn:

  • Challenges endowments can face when implementing ESG investing strategies
  • The difference between exclusionary and inclusionary strategies
  • How the U.S. compares to other parts of the world with sustainable investing 
  • The importance of shareholder engagement in mission aligned investing
  • And more!

Tune in today to learn about the forces bringing ESG investing to the forefront of nonprofit and endowment investing!

Resources: ESG Investing for Stewards: Part 1 | ESG Investing for Stewards: Part 2 | DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Kaitlin Bergan | BlackRock | FREE GUIDE: 6 Tips to Managing Nonprofit Investments 


Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice



With a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions!

To help you do this, Bob DiMeo and Devon Francis join Matt Rice, the chief investment officer at DiMeo Schneider & Associates, in today’s episode. They talk about their updated capital market assumptions for 2021 and provide several great tips for prudent investing.

In this episode, you will learn:

  • How to deal with elevated investment risk over the coming months
  • How investment committees might address allocation with lower expected returns
  • The use of alternative investments to diversify your endowment or foundation portfolio
  • About growth vs. value investing and active vs. passive investing
  • And more!

Listen now as Bob, Devon, and Matt share valuable insights on what your committee might expect from the markets this year!

Resources: 

DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Matthew Rice | 2021 Outlook: Poised for Growth | FREE GUIDE: 6 Tips to Managing Nonprofit Investments Request a copy of our 2021 Capital Markets White Paper


Episode 8: ESG Investing for Stewards: Part 2 — with Charles Kuchenbrod



Get ready to explore a new, unique approach to ESG investing for religious institutions!

In part two of their ESG mini-series, Bob DiMeo and Devon Francis join Charles Kuchenbrod, the executive associate conference minister at the Southern New England Conference of the United Church of Christ. 

Charles shares his unique approach to ESG investing and the benefits it brings to the church. He also reveals how consolidated trust funds could serve your nonprofit’s investment program.

In this episode, you will learn:

  • About consolidated trust funds and their purpose
  • The structure of Charles’s investment committee 
  • Common concerns about ESG investing for religious institutions
  • How fund participants and churches reacted to the use of ESG investing
  • And more!

Join Bob, Devon, and Charles now to discover a new ESG investing approach that could benefit your organization and its mission!

Resources: ESG Investing for Stewards: Part 1 | DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Southern New England Conference United Church of Christ | Connect with Charlie Kuchenbrod on Linkedin | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 7 – ESG Investing for Stewards: Part 1 — With Shreya Canakapalli



In this episode, we kick off a new mini-series on a topic that is near and dear to many endowment and foundation stewards, ESG investing! 

Join Bob DiMeo, Devon Francis, and DiMeo Schneider’s Shreya Canakapalli as they launch the series with a discussion on Environmental, Social and Governance investing including strategies on how your charitable organization can use ESG to  help advance your mission. 

In this episode, you will learn:

  • The evolution of ESG and SRI investing
  • Trends and issues investment committees should consider
  • How to implement ESG investing within an endowment portfolio
  • The challenges of implementing an ESG strategy
  • And more!

Join us now to learn about the basics of ESG investing and how it could serve you and your foundation! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Connect with Shreya on LinkedIn | Episode 5: How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly| FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 6 – Higher Education and COVID-19: Part 3 — With Lawyer Michael Cooney



As a steward, how can you effectively manage your endowment fund and avoid common issues that can arise during the process?

Find out in this third and final part of our higher education mini-series! 

In this episode, Bob DiMeo and Devon Francis welcome lawyer Michael Cooney, an expert in higher education and a Nixon Peabody partner. They discuss the implications and issues stewards should avoid when managing university endowments, especially in today’s climate.

In this episode, you will learn:

  • The state of endowment funds during the COVID-19 pandemic
  • What nonprofit stewards should consider when increasing draws from asset pools 
  • Whether you should borrow or launch a capital campaign during the pandemic
  • What separates a good investment committee from a disjointed one 
  • And more!

Tune in now to discover how you can optimize the way you manage your endowment funds! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Michael Conney – Email | Nixon PeabodyHigher Education: Part 1 | Higher Education and COVID-19: Part 2 | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly



With the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios? 

To explore the answer, join Bob DiMeo, Devon Francis, and Deutsche Bank’s Head of Global & Public Affairs , Frank Kelly, in this episode. They discuss the impact the elections could have on investors, especially those in the nonprofit sector.

In this episode, you will learn:

  • What the election results mean for the economy and nonprofits
  • How stocks and  bonds might react an a potential silver lining 
  • Answers to common questions about the future of the nonprofit world
  • The impact of the election on nonprofits and their endowment investments 
  • And more!

Tune in now to learn what you should consider when investing in this post-election environment!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | DWS America | Kevin Sheehan | Frank Kelly | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning



Managing endowments at higher education institutions regularly includes uncertainty and challenges. 

Now this seems more true than ever.

In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with in today’s environment and how they plan to overcome them.

In this episode, you will learn:

  • How Valparaiso’s endowment portfolio has evolved over the years
  • Views on active and passive endowment management
  • What makes for a good investment committee 
  • How Bruce helps committee members stay aligned with long-term goals 
  • And more!

Listen now to learn about endowment committees and the challenges they’re facing in the current environment! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Bruce Laning | Valparaiso University Endowment | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich



Community foundations are essential pillars of our societies.

But how has this unprecedented year impacted these organizations and the important work they do in communities?

To find out, Bob DiMeo and Devon Francis visit with Roberta Herman Dietrich of the Houston Jewish Community Foundation in today’s episode. Roberta shares what the foundation does for its community and the challenges they face given the global pandemic, social unrest and more. 

In this episode, you will learn:

  • How the Houston Jewish Community Foundation helps donors fulfill charitable goals
  • The Foundation’s investment committee and governance structure
  • How COVID-19 has affected the HJCF
  • An executive director’s view on socially responsible investing
  • And more!

Tune in and learn about how community foundations are managing investments and serving their communities during COVID-19! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Houston Jewish Community Foundation | FREE GUIDE: 6 Tips to Managing Nonprofit Investments


Episode 2 – Higher Education: Part 1 — With Donna M. Carroll



Higher education impacts everyone from employers to students. While these institutions bring many great benefits to our societies, like many others, they are now experiencing new challenges in the face of COVID-19. 

In this episode, Bob DiMeo and Devon Francis launch a new three-part mini-series on higher education with the help of Donna M. Carroll, the president of Dominican University. 

Donna shares her insight on how schools are navigating this pandemic and reveals the economic and financial impact of the crisis on these institutions and their endowments. She additionally provides insightful tips and strategies for ways schools can manage, and manage their investments, through this challenging time.

In this episode, you’ll learn:

  • The challenges higher education institutions are facing
  • How COVID-19 has impacted endowments and donor giving 
  • Ways investment and finance committees plan to address the long-term security of their institutions
  • How the pandemic has changed higher education investment structures 
  • And more!

Tune in now to discover how higher education is navigating this pandemic!  

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis  | Donna M. Carroll | FREE GUIDE: 6 Tips to Managing Nonprofit Investments