35 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 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice

    Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice

    Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy? Find the answers to these questions in this episode, as Bob DiMeo and Devon Francis interview Matt Rice, Chief Investment Officer at Fiducient Advisors. They discuss key market trends from 2021 (stocks, … Continue reading Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice →

    • 15 min
    Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas

    Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas

    Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders! The Clerics of Saint Viator is an international Roman Catholic religious congregation. In this episode, Bob DiMeo and Devon Francis interview Jim about his experience in managing finances for a religious order. They also … Continue reading Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas →

    • 27 min
    Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco

    Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco

    As the calendar flips to a new year, are you curious about what to expect from equity markets — both in the USA and globally? In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, CFA, chief investment officer for the Americas at the DWS Group. As one of Wall Street’s best … Continue reading Episode 33 – Future Outlook on Equity Markets (2021 Year-end Updates) with David Bianco →

    • 32 min
    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

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