32 episodes

Bob DiMeo and Devon Francis of DiMeo Schneider & Associates 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.

Nonprofit Investment Stewards Bob DiMeo and Devon Francis

    • Business

Bob DiMeo and Devon Francis of DiMeo Schneider & Associates 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.

    Episode 32 – Become a Confident Leader with Dr. Karyn Gordon

    Episode 32 – Become a Confident Leader with Dr. Karyn Gordon

    Dr. Karyn Gordon has rightly said, “Great leaders drive communication, performance, and engagement.” But how can you become a great leader at your nonprofit organization? In this episode, Bob DiMeo and Devon Francis are joined by Dr. Karyn Gordon to answer this question. Dr. Karyn is the CEO of DK Leadership, a leadership and relationship … Continue reading Episode 32 – Become a Confident Leader with Dr. Karyn Gordon →

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

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

    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 … Continue reading Episode 31 – Behind the Scenes of a Successful Foundation with Jay Ruderman →

    • 29 min
    Episode 30 – One Year Anniversary Special

    Episode 30 – One Year Anniversary Special

    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 … Continue reading Episode 30 – One Year Anniversary Special →

    • 33 min
    Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

    Episode 29 – Nonprofits and Private Equity — With Matt Kaminski

    With public equity markets reaching all-time highs in 2021, many investment committees are concerned about future returns. Consequently, they are exploring or adding allocations to alternative investments, such as private equity. In this episode, Bob DiMeo and Devon Francis speak with Matt Kaminski, partner and research director at Fiducient Advisors, who directs the firm’s Global … Continue reading Episode 29 – Nonprofits and Private Equity — With Matt Kaminski →

    • 26 min
    Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin

    Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin

    Focusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and achieve greater results. In this episode, Bob DiMeo and Devon Francis speak with Cynthia Primo Martin, founder of the Trustees of Color initiative. They discuss actionable strategies to create diverse … Continue reading Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin →

    • 28 min
    Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

    Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

    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 … Continue reading Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith →

    • 28 min

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