57 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 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond

    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, Bob DiMeo and Devon Francis speak with Dr. Troy Hammond, a scientist, business leader, and entrepreneur who served as North … Continue reading Episode 57 – How Nonprofits Can Add “Sustainability” to Your Endowment With Dr. Troy Hammond →

    • 27 min
    Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long

    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, as Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. … Continue reading Episode 56 – Markets And More -Quarterly Quick Take: Key Market Updates with Brad Long →

    • 27 min
    Episode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson

    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, but research shows it can also produce better outcomes. In this episode, Bob DiMeo and Devon Francis speak with … Continue reading Episode 55 – A Leader’s Guide to Organization-Wide Diversity, Equity, Inclusion, and Belonging With Karen Paulson →

    • 36 min
    Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty

    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. All this contributes to a high level of uncertainty for those who oversee endowments and foundations. In this … Continue reading Episode 54 – Four Action Items To Combat Market Volatility and Uncertainty →

    • 28 min
    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

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