What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk.

Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and invest with purpose.

From lessons shared by iconic investors, to strategies for effective governance, to DEI’s impact on investment decisions, this finale is packed with actionable wisdom.

You’ll hear about:

• Strategies to help endowment and foundation portfolios succeed
• The evolving role of investment committees, providing a framework for good governance and actionable strategies to enhance decision-making
• The importance of clear storytelling and connection to engage donors effectively, including the “fundraising equation” shared in past episodes
• Insights from top nonprofit leaders and investors, highlighting innovative approaches to philanthropy and leadership
• Practical advice on incorporating DEI values into investment decisions while ensuring financial performance
• Tools and habits for fostering confident, emotionally intelligent leaders to drive organizational success
• And more!

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

Episodes mentioned:

• Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
• Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor
• Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell
• Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry
• Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders
• Episode 75 – Navigating Communication in a Noisy World With Dean Brenner
• Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg
• Episode 32 – Become a Confident Leader with Dr. Karyn Gordon
• Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson
• Episode 17: 10 Habits of Effective Investment Committees

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.

Real estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isn’t just market noise; it’s a critical investment insight.

Bob DiMeo and Devon Francis interview Rich Hill, head of real estate strategy and research at Cohen & Steers, about the current landscape of real estate investing. They discuss the impact of interest rates, the role of real estate in a diversified investment portfolio, and the potential opportunities and risks in different sectors of the real estate market today. Rich also shares his insights on anticipated changes in interest rates, trends in the real estate sector, and common misconceptions about real estate investing.

You’ll discover/learn:

• How does commercial real estate act as a diversifier in a portfolio and provide a stable stream of income for endowments and foundations?
• What does recent performance of listed REITs indicate about the future of the real estate market?
• What opportunities exist in next-generation property types like data centers, cell towers, seniors housing, and single-family rentals despite challenges in the office and multifamily sectors?
• How could anticipated changes in interest rates, particularly real rates, impact real estate returns?
• And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Richard Hill | Cohen and Steers | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

About Our Guest:

Rich Hill, Senior Vice President, is Head of Real Estate Strategy & Research, responsible for identifying allocation opportunities in both listed and private real estate and related thematic and strategic research. Prior to joining the firm in 2022, Mr. Hill was a managing director and Head of Commercial Real Estate Research at Morgan Stanley, where he was responsible for public REIT equity research, CRE debt strategy and macro property research. Previously, he was a director at RBS Securities and a vice president at Bank of America Corporation. Mr. Hill has a BS from Georgetown University and is based in New York.