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
Tune in to learn how you can help your nonprofits remain relevant in the 403(b) landscape!
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.
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
Tune in to learn how you can help your nonprofits prosper by making prudent investment decisions!
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.
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
Tune in to learn how you can help your nonprofit prosper using the art of storytelling!
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.