Tag: Portfolio Management

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Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco

Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco

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As the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally?

In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, CFA, chief investment officer for the Americas at the DWS Group. As one of Wall Street’s best known strategists, David shares timely insights on the current state of equity markets, along with portfolio management tips for 2022 and beyond.

You will learn:

  • The primary reason behind high current valuations
  • How to guard your nonprofit’s investment portfolio against future inflation risk
  • Why ESG investing is here to stay
  • Key market trends and returns since the beginning of COVID-19
  • And more!

Tune in to discover what you can expect from the equity markets moving forward!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | The DWS Group | David Bianco, Americas CIO

About Our Guest:

David Bianco, CFA, is the chief investment officer for the Americas at the DWS Group. David is a sought-after Wall Street strategist who publishes his own research, which appears in many publications and media outlets, including CNBC. With more than 20 years of investment research experience and a decade of experience as an equity strategist, David has held the position of Head US Equity Strategist for Bank of America Merrill Lynch Investment Research and Global Wealth Management. Before BofA, he spent seven years at UBS and five years at Financial Account Standards Board’s Financial Accounting Standards Advisory Council.

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Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman

Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman

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Are you looking for proven strategies to help your foundation thrive?

In this episode, Bob DiMeo and Devon Francis speak with Jay Ruderman, president of the Ruderman Family Foundation. Jay reveals principles that have guided the Ruderman Family Foundation in making prudent management, investment, and strategic decisions, and explains how other foundations can emulate their success.

You will learn:

  • Why nonprofits should focus on both advocacy and funding to amplify their impact
  • An unconventional way to look at ESG investing that leads to “double impact”
  • How to identify unique charitable opportunities and avoid replication
  • And more!

Tune in to learn how you can lead your foundation to success!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Jay Ruderman on LinkedIn | Ruderman Family Foundation | All Inclusive With Jay Ruderman (Podcast) | How To Make Your Investment Committee More Effective

About Our Guest:

Jay Ruderman is the President of the Ruderman Family Foundation, which focuses on the inclusion of people with disabilities worldwide and educating Israeli leaders on the American Jewish community. He also has served on the Board of Directors of the Jewish Funders Network and is a member of the American Jewish Joint Distribution Committee Executive Committee. In the fall of 2001, Jay became Deputy Director of the American Israel Public Affairs Committee (AIPAC) in New England. In 2005, Mr. Ruderman enlisted in the Israel Defense Forces (IDF), and became the liaison between the IDF and Diaspora Jewry. After his service in the IDF, he returned to AIPAC as the Leadership Director for AIPAC in Israel.

 

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Episode 30 – One Year Anniversary Special

Episode 30 – One Year Anniversary Special

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It’s been a year since Nonprofit Investment Stewards was launched!

A big thank you to all our wonderful listeners and guests who have been a part of this journey.

In this special episode, Bob DiMeo and Devon Francis take a trip down the memory lane, highlighting some of their most memorable episodes. Then, they move on to share five invaluable – and timely – tips for nonprofit investment committees and other stakeholders who oversee endowments and foundations.

You will learn:

  • Key takeaways from some of our most-downloaded episodes
  • Many investment, governance and cost saving strategies to advance your nonprofit’s mission
  • How investment committees can think about lower expected returns
  • Bob’s and Devon’s favorite moments from the podcasting journey
  • And more!

Tune in to revisit some of our best episodes, as well as gain fresh insights on how to make your nonprofit thrive!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Endowment Investment Considerations for Today’s Market — With Brad Long | Your Guide to Endowment Spending Policy – With Devon Francis | How Nonprofit Leaders Can Overcome Today’s Challenges – with Dennis Morrone | Effective Investment Strategies for Healthcare Systems — With Russ Gronewold | 10 Habits of Effective Investment Committees | How the 2020 Elections Could Impact Nonprofit Investors — With Frank Kelly

 

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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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