53 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 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry

    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. They discuss the major drivers of success for high-performing organizations (especially nonprofits). You will learn the following: The importance of having a clear … Continue reading Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry →

    • 32 min
    Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long

    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®, partner and deputy chief investment officer at Fiducient Advisors. They discuss timely market and economic updates, including important portfolio implications … Continue reading Episode 52 – Third Quarterly Quick Take of 2022: Key Market Updates with Brad Long →

    • 24 min
    Episode 51 – Hedge Funds Revisited With Anthony Novara

    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, CFA®, research director of Fiducient Advisors’ marketable alternatives group. They demystify hedge fund investing and its … Continue reading Episode 51 – Hedge Funds Revisited With Anthony Novara →

    • 29 min
    Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

    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, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially … Continue reading Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments →

    • 25 min
    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

    When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022? These are just some of the questions nonprofit leaders are asking today. In this episode, Bob DiMeo and Devon Francis speak with Dr. … Continue reading Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds →

    • 29 min
    Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

    Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor

    Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of the Fundraising Voices Podcast. Brian shares actionable strategies to boost … Continue reading Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor →

    • 33 min

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