Tag: Investment

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Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long

Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long

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How have markets impacted your endowment or foundation… and what strategies should you be considering right now? It’s time to review this year from a stewardship perspective and consider what strategies to employ heading into 2024.

In this Quarterly Quick Takes, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They share meaningful insights on navigating the uncertainty of markets and the economy going forward.

You’ll discover:

  • The potential impact of market fluctuations and a looming recession 
  • The importance of fortifying controllable factors, such as expenses and committee best practices
  • How Fiducient’s 2023 forecasts played out thus far – and what to expect going forward
  • Is now as important as ever for your portfolio to be thoughtfully diversified? 
  • Domestic vs. International, Cash vs. Bonds, etc.
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Brad Long | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg

About Our Guest:

Brad joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team, and Mission-Aligned Investing Committee. Before joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and a Minor in Economics from The University of Colorado and is a CFA® charter holder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons in his free time.

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Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey

Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey

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On July 31st, 2023, a new and exciting chapter began for Fiducient Advisors. With great pleasure, we introduce you to Fiducient Advisors’ new CEO Sabrina Bailey!

With a proven track record of astute financial stewardship and a penchant for strategic brilliance, Sabrina brings a wealth of experience that promises to steer Fiducient toward even greater heights.

In this episode, Bob DiMeo and Devon Francis announce Bob’s transition to the role of chairman at Fiducient Advisors while introducing Sabrina Bailey as the new CEO. Sabrina sheds light on her professional experience, leadership style, future goals, personal hobbies, and more.

You’ll discover:

  • What this leadership transition means for Fiducient Advisors and its clients
  • Sabrina’s past experiences at the London Stock Exchange Group, Northern Trust, and other esteemed institutions
  • Top priorities for Sabrina and how she plans to foster collaboration and innovation
  • What Sabrina likes to do outside of work
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Sabrina Bailey | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | “Why Greatness Cannot Be Planned: The Myth of the Objective” by  Kenneth O. Stanley and Joel Lehman

About Our Guest:

In her role as CEO, Sabrina is responsible for leading the firm’s strategic vision and direction to help our clients prosper. Sabrina has decades of leadership experience within the investment consulting and financial services divisions of Mercer International, Willis Towers Watson, Northern Trust and the London Stock Exchange Group, plc (LSEG). Sabrina holds an MBA in organizational leadership. Beyond her professional achievements, Sabrina is committed to giving back to the community. She is an Advisory Board Member for Salvation Army Chicago-Metro and the Co-Founder and President of Grow For Hope, a nonprofit focused on empowering women through employment and education.

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Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long

Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long

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Do you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained US-China trade relations. And we experienced continued market volatility and rising interest rates. 

So where are things headed?

In this Quarterly Quick Take, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, partner and chief investment officer at Fiducient Advisors. They break down this episode into three segments — The Then, The Now, and The Go Forward — and discuss our evolving investment landscape.

You’ll discover:

  • How Fiducient’s past capital market predictions have fared in comparison to reality
  • Key considerations for investors regarding growth vs. value stocks
  • How portfolio managers may navigate the rising probability of a recession
  • Insights into the current market for alternative investments
  • And more!

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

About Our Guest:

Brad joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and a Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long

Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long

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A lot has happened in the first quarter of 2023. Continued market volatility, rising interest rates, and the hottest topic right now — the banking debacle!

In the first Quarterly Quick Take of 2023, Bob DiMeo and Devon Francis are back with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They address top stories on the markets and the economy, including their practical portfolio implications.

You will learn:

  • Three key factors expected to influence endowments and portfolios in 2023
  • What is driving volatility in stocks, bonds, and alternative investments
  • How nonprofit leaders, endowment committees, and other investors can navigate current market volatility
  • Insights into the aftermath of the Silicon Valley Bank debacle
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | 2023 Outlook – Goodbye TINA (There is No Alternative) | Webcast: 2023 Essential Economic Update | Three Top Financial Challenges Facing the Nonprofit Sector – Fiducient (fiducientadvisors.com) | Five Investing Paradoxes Impacting Nonprofits and Endowments – Fiducient (fiducientadvisors.com) | Plain English with Derek Thompson: “The SVB Debacle: The Biggest Myths, the Out-of-Control Blame Game, and the Worst Takes”

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders

Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders

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Is ESG here to stay? Will active investing have its turn in the sun? Can international markets finally outperform domestic markets? Does cryptocurrency belong in an endowment portfolio?

These are common investment-related questions that nonprofit leaders and people overseeing endowments might have.

In this episode, Bob DiMeo and Devon Francis answer the above questions and more. They also share Fiducient Advisors’ outlook for 2023 and beyond.

You will learn:

  • What is driving the growth of ESG investing despite political backlash and greenwashing
  • Valuable insights into active vs. passive investing and domestic vs. international markets
  • Why cryptocurrency might not become an integral part of an endowment portfolio
  • The importance of portfolio diversification
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | US SIF: The Forum for Sustainable and Responsible Investment | US SIF 2022 Trends Report

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Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

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2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention.

But what should investors consider moving forward in 2023 and beyond?

Find out in this episode, as Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They provide recent market updates and future outlook for US and international markets.

You will learn:

  • Three key themes investors should keep in mind when planning for 2023
  • Navigating the bumpy path to inflation moderation and a potential bear market bottom
  • Fiducient’s capital market assumptions (stocks, bonds, and alternative assets)
  • Insights into return expectations and portfolio implications
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts) | 2023 Outlook – Goodbye TINA (There is No Alternative)

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

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With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third 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 timely market and economic updates, including important portfolio implications for investors.

You will learn:

  • The deception of bear market rallies (and why you should beware)
  • The impact of a strengthening US dollar, and what it might mean for your endowment
  • Little-known benefits of high interest rates 
  • How investors can avoid “recency bias” while planning for the future
  • And more!

Tune in for timely market updates as we enter the final quarter of 2022!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)

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Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

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Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later?

Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments.

In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially during times of market volatility and economic uncertainty.

You will learn:

  • How to overcome the “complacency challenge” and achieve long-term stability
  • Why major changes in your spending policies might be required
  • Better strategies for dealing with volatile markets than “timing the market”
  • The dangers of extrapolation in the endowment investing world
  • And more!

Tune in to learn how to tackle market volatility with confidence by understanding five investing paradoxes!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Three Top Financial Challenges Facing the Nonprofit Sector | Business Cycle Dating

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Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

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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 markets, the U.S. economy, and international trends.

You will learn:

  • Portfolio positioning under current inflationary pressures
  • Market and economic ripples caused by the actions of the Federal Reserve
  • Why consumer sentiment is low despite high employment rates
  • What investors should be thinking about in the current environment (but aren’t)
  • And more!

Tune in for timely market updates as we enter the second half of 2022!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott

Episode 40 – How Museums and Attendance-Dependent Nonprofits Can Thrive Post-COVID with Laura Lott

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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 and zoos, thrive post-COVID.

You will learn:

  • New ways to engage your community and monetize your services
  • Why many organizations lack financial sustainability in the first place
  • Tips for more effective investment and spending policies
  • How investment committees can approach ethical investing
  • And more!

Tune in to learn how you can help attendance-dependent nonprofits prosper! 

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Laura Lott on LinkedIn | American Alliance of Museums (AAM) | AAM 2022-2025 Strategic Framework | How Museums Can Ethically Invest Their Money | Endowment and Foundations at Fiducient Advisors

About Our Guest:

Laura L. Lott began her tenure as president and CEO of the American Alliance of Museums in June 2015. A results-oriented, entrepreneurial, strategic leader with a track record of setting and achieving aggressive programmatic and financial goals, Laura served as the Alliance’s chief operating officer since 2010. Laura also led the 2012 re-launch of the Alliance, including rebranding the organization and rebuilding its technical infrastructure and web/mobile presence, and redesigning its membership and excellence programs — leading to a nearly 70 percent increase in museum membership and the organization’s first three profitable years in a decade. Prior to her work at the Alliance, Laura guided the evolution and growth of several nonprofit education organizations. Most recently, Laura served as chief financial officer and chief operating officer of The JASON Project, an international nonprofit education program at the National Geographic Society with a mission to inspire and motivate students to learn science through great explorers and events.

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