『Nonprofit Investment Stewards』のカバーアート

Nonprofit Investment Stewards

著者： Bob DiMeo and Devon Francis
無料で聴く

  • サマリー

  • Bob DiMeo and Devon Francis of Fiducient Advisors 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 All Rights Reserved
    続きを読む 一部表示
エピソード
  • Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase

    Episode 73 – AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase
    2024/06/05
    As the advancement of artificial intelligence (AI) continues to revolutionize industries, nonprofit organizations are increasingly dependent on it. Join Bob DiMeo, Devon Francis, and guest Benjamin Aase, principal with CliftonLarsonAllen (CLA), to hear how nonprofits can leverage AI and other technologies to improve operational efficiency and decision-making. You’ll discover: Top three pain points for nonprofits …

    Read More Read More
    続きを読む 一部表示
    24 分
  • Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

    Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
    2024/05/01
    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? Learn more about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, …

    Read More Read More
    続きを読む 一部表示
    27 分
  • Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long

    Episode 71 – Quarterly Quick Take: Market Updates and International Diversification with Brad Long
    2024/04/03
    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, Devon Francis, and returning guest Brad Long, CFA®, Chief Investment Officer at Fiducient Advisors. They talk about …

    Read More Read More
    続きを読む 一部表示
    28 分

あらすじ・解説

Bob DiMeo and Devon Francis of Fiducient Advisors 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 All Rights Reserved
マネジメント 経済学
続きを読む 一部表示

Nonprofit Investment Stewardsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。