Tag: Nonprofit

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Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

Episode 77 – Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

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As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment.

This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications. 

You’ll gain insights into stock and bond markets, understand the impact of recent Federal Reserve actions, and explore strategies to navigate these turbulent times. Listen now to learn more about how to manage your nonprofit’s investments amidst economic uncertainty.

You’ll discover:

  • Overview of third-quarter performance in stock and bond markets
  • Historical trends of market volatility during fall months
  • The implications of the Federal Reserve’s recent rate cut
  • The current state of the election landscape and its investment impact
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, 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 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 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

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Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve. 

In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practice leader of the nonprofit defined contribution practice at Fiducient Advisors. They help nonprofit leaders better design their 403(b) plans, create efficient investment menus, and evaluate their existing fee structures to remain relevant.

You will learn:

  • How retirement plans for nonprofits have evolved, and how to optimize yours
  • How to create a fee structure that is fair for all plan participants, and helps avoid litigation
  • Best practices to optimize both governance and fund selection for 403(b) plans
  • Ways to incorporate ESG investing into your 403(b) plan 
  • And more!

Tune in to learn how you can help your nonprofits remain relevant in the 403(b) landscape!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Vin Smith on LinkedIn | Email Vin Smith

About Our Guest:

As a Partner and Senior Consultant in our Boston Office, Vin services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. He serves on the firm’s Defined Contribution Business Council and the Defined Contribution Discretionary Committee. Vin joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was a senior member of the consulting teams at Cammack LaRhette Consulting and Longfellow Advisors. He earned his BSBA from Stonehill College and is an Accredited Investment Fiduciary®. Vin serves on the Board of Directors for Mentor Rhode Island, an affiliate of a national organization focusing on creating quality youth mentorship programs. His personal interests include running and fishing.

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Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long

Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long

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If you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you.

In this show, Bob DiMeo and Devon Francis speak with Brad Long, CFA, partner and research director at Fiducient Advisors, who oversees the firm’s global public markets. They discuss crucial investment considerations for endowments, such as active versus passive investing, portfolio diversification, and mission-aligned investment.

You will learn:

  • How to construct an optimal portfolio using both active and passive asset management
  • The need to diversify, especially now – and how allocation strategies can evolve over time
  • How your nonprofit can achieve mission-aligned investment objectives
  • Tips for investment committees to overcome emotions and make rational decisions
  • And more!

Tune in to learn how you can help your nonprofits prosper by making prudent investment decisions!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Nonprofit Investment Stewards, ep. 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matthew Porter

About Our Guest:

As Partner and Research Director at Fiducient Advisors, Brad Long oversees the firm’s Global Public Markets research efforts with responsibility for global equity, global fixed income, and global real assets. He is also a voting member of the firm’s Investment Committee, member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team, and Mission-Aligned Investing Committee. In 2019, Brad was named a “Rising Star” in City Wire’s annual Professional Buyer publication for his contributions in the investment manager research industry.

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Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell

Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell

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Oftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling.

In this episode, Bob DiMeo and Devon Francis are joined by Park Howell, founder of Business of Story, brand storytelling strategist, and international keynote speaker. As the world’s most industrious storyteller, Park discusses how charitable organizations can craft and leverage compelling stories to communicate their investment strategies, exceed their fundraising goals, optimize their mission-aligned message, and ultimately amplify their impact.

You will learn:

  • How storytelling can improve your message to your endowment stakeholders
  • The ABT (And, But, Therefore) narrative that adds meaningful context to financial data
  • How storytelling turns your nonprofit into a purpose-driven brand that resonates strongly 
  • Why stories are a crucial component of ESG investing
  • And more!

Tune in to learn how you can help your nonprofit prosper using the art of storytelling!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Park Howell on LinkedIn | Business of Story | The Business of Story Podcast | The ABT’s of Selling™ Course | Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand | The Narrative Gym for Business: Introducing the ABT Framework for Business Communication and Messaging | Nicholas Kristof’s Advice for Saving the World | How To Make Your Investment Committee More Effective

About Our Guest:

Park Howell is the founder of Business of Story, through which he has helped thousands of purpose-driven leaders master business storytelling and grow through a crystal clear vision and mission. As the world’s most industrious storyteller and a 30+ year veteran of branding, marketing and sales, Park works internationally with brand leadership, their marketers and sales teams to help them craft and tell endearingly authentic stories that sell. In addition to being an expert storytelling coach, Park also hosts the popular Business of Story podcast ranked among the top 10% of downloaded shows in the world.

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