Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate: 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? by Nonprofit Investment Stewards

27 min listen

Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long: 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, by Nonprofit Investment Stewards

28 min listen

Episode 70 – The Future of AI: Trends, Opportunities, Risks, and More! with Altan Wuliji: 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, by Nonprofit Investment Stewards

27 min listen

Episode 69 – Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith: Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness. This new dynamic can significantly impact the type of resources a nonprofit attracts! In this episode, by Nonprofit Investment Stewards

28 min listen

Episode 68 – Quarterly Quick Take: Prepare for 2024 and Beyond with Brad Long: In a landscape marked by unpredictability and complex market dynamics, investors need to understand the key driving factors and how they may impact portfolio construction. Tune in as Bob DiMeo and Devon Francis join Brad Long, CFA®, by Nonprofit Investment Stewards

30 min listen

Episode 67 – Improving Performance and Profitability for Healthcare Organizations with Kate Guelich: Many hospitals and healthcare organizations continue to face financial instability and margin pressures that have been exacerbated by the lingering effects of the pandemic. Join Bob DiMeo and Devon Francis as they meet with Kate Guelich, by Nonprofit Investment Stewards

18 min listen

Episode 66 – From Overwhelmed to Empowered: How to Navigate ESG and Mission-Aligned Investing with Sarah Hinman: Do you intend to incorporate ESG investing into your portfolio but don’t know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhelming for investors to navigate this ever-changing la... by Nonprofit Investment Stewards

25 min listen

Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders: Under Scott Malpass’ leadership, the University of Notre Dame’s endowment fund grew from $400 million in 1988 to nearly $15 billion by 2020, ranking among the top 1% of endowments globally! Post Notre Dame, by Nonprofit Investment Stewards

27 min listen

Episode 64 – Quarterly Quick Takes: Market Updates and Year-End Considerations with Brad Long: How have markets impacted your endowment or foundation… and what strategies should you be considering right now? It’s time to review this year from a stewardship perspective and consider what strategies to employ heading into 2024. by Nonprofit Investment Stewards

28 min listen

Episode 63 – Get to Know Fiducient Advisors’ New CEO Sabrina Bailey: On July 31st, 2023, a new and exciting chapter began for Fiducient Advisors. With great pleasure, we introduce you to Fiducient Advisors’ new CEO Sabrina Bailey! With a proven track record of astute financial stewardship and a penchant for strategic br... by Nonprofit Investment Stewards

25 min listen

Episode 62 – Q3 Quarterly Quick Take: Important Investment Updates with Brad Long: Do you oversee investments, and does this market seem somewhat puzzling? The first half of 2023 was characterized by intriguing events, including AI hype, the Silicon Valley Bank failure, and strained US-China trade relations. by Nonprofit Investment Stewards

24 min listen

Episode 61 – How Endowments (Especially Schools) Can Navigate Market Volatility With Katharine Wyatt: Many nonprofits, especially schools, are contending with rising costs, challenged revenue streams, and regulatory matters — all of it in a tumultuous market environment. In this episode, Bob DiMeo and Devon Francis speak with Katharine Wyatt, by Nonprofit Investment Stewards

27 min listen

Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg: Effective leadership and good governance can help maximize your mission but requires strategic, long-term thinking in a world increasingly focused on the short term. In this episode, Bob DiMeo and Devon Francis speak with David Nierenberg, by Nonprofit Investment Stewards

34 min listen

Episode 59 – First Quarterly Quick Take of 2023: Important Investment Updates with Brad Long: A lot has happened in the first quarter of 2023. Continued market volatility, rising interest rates, and the hottest topic right now — the banking debacle! In the first Quarterly Quick Take of 2023, Bob DiMeo and Devon Francis are back with Brad Long, by Nonprofit Investment Stewards

28 min listen

Episode 58 – True or False? Answering Key Investment Questions For Nonprofit Leaders: 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 leade... by Nonprofit Investment Stewards

28 min listen

Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond: As part of your ESG goals, you might be screening certain investments before adding them to your endowment’s portfolio. If you want to amplify your impact, adding a “sustainability fund” might help. In this episode, by Nonprofit Investment Stewards

27 min listen

Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long: 2022 was a challenging year for investors, primarily due to high volatility, severe market drawdowns, and increased Fed intervention. But what should investors consider moving forward in 2023 and beyond? Find out in this episode, by Nonprofit Investment Stewards

28 min listen

Episode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson: Being part of a diverse organization does not guarantee everyone feels valued and welcome. It’s crucial to simultaneously and intentionally focus on equity, inclusion and belonging. Moreover, DEIB is not only the right thing to do, by Nonprofit Investment Stewards

37 min listen

Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty: The traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 years! Investor anxiety seems to be rising in lock-step with interest rates. by Nonprofit Investment Stewards

29 min listen

Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry: High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. In this episode, Bob DiMeo and Devon Francis speak with Jeffery Perry, founder & CEO of Lead Mandates LLC. by Nonprofit Investment Stewards

32 min listen

Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long: With continued market volatility, a rising US dollar, and upcoming midterm elections, it’s time for our third Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, by Nonprofit Investment Stewards

25 min listen

Episode 51 – Hedge Funds Revisited With Anthony Novara: Some investment committees are reluctant to own alternative investments because they don’t understand the space well. Or perhaps they are intimidated due to the complexity and cost. In this episode, Bob DiMeo and Devon Francis speak with Anthony Novara... by Nonprofit Investment Stewards

29 min listen

Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments: Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later? Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments. In this episode, by Nonprofit Investment Stewards

26 min listen

Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor by Nonprofit Investment Stewards

33 min listen

Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long by Nonprofit Investment Stewards

21 min listen

Episode 46 – Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally: Gas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this global turmoil, how should investors think about ESG investing? by Nonprofit Investment Stewards

34 min listen

Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount: Every organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?” In this episode, Bob DiMeo and Devon Francis speak with Sally Blount, president, by Nonprofit Investment Stewards

27 min listen

Episode 44 – Nonprofits in Higher-Ed: Current Outlook, Opportunities, and Challenges with Rev. Dr. Brian Friedrich: This can be a challenging environment for nonprofit organizations, especially those in higher education, contending with investments, revenue, operations, and more. In this episode, Bob DiMeo and Devon Francis speak with Rev. Dr. Brian Friedrich, by Nonprofit Investment Stewards

29 min listen

Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert: Effective governance is key to a nonprofit’s success. It provides strategic direction to your organization. There are multiple factors to consider — board and committee structures, decision-making authority, and investment policies, to name a few. by Nonprofit Investment Stewards

27 min listen

Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson: How concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders be focusing on? These are some of the pressing questions we hear from clients. by Nonprofit Investment Stewards

40 min listen

Discover this podcast and so much more

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Description

Titles in the series (70)

More Episodes from Nonprofit Investment Stewards

Related podcast episodes