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Nonprofit Investment Stewards

Auteur(s): Bob DiMeo and Devon Francis
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  • Résumé

  • Bob DiMeo and Devon Francis of Fiducient Advisors are passionate about helping nonprofit organizations prosper. Whether you oversee endowment, foundation or retirement plan investments, this podcast exists to help stewards improve performance, reduce costs, and discover strategies that enable your charitable organization to prosper and advance its mission.
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Épisodes
  • Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

    Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
    May 1 2024
    Fixed-income markets have changed dramatically. As bonds garner growing interest from investors (including endowments and foundations), it boils down to fit, and is it possible to achieve your portfolio return target with less risk? Learn more about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, …

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    27 min
  • Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long

    Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
    Apr 3 2024
    With a surprisingly strong quarter in the books, it’s time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation. Join the insightful conversation between Bob DiMeo, Devon Francis, and returning guest Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about …

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    28 min
  • Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji

    Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji
    Mar 14 2024
    Artificial intelligence (AI) drove markets last year and continues to dominate the news today. But what does it mean for the investments you oversee? Learn about the transformative potential of AI on your portfolio in this episode with Bob DiMeo, Devon Francis, and guest Altan Wuliji, CFP®, principal and senior consultant at Fiducient Advisors. They …

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    27 min
Développement commercial et entrepreneuriat Gestion et leadership Économie
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