Latest Endowment Podcast Episodes
Is US equity still the easiest asset allocation decision?
Global Thinking - April 09, 2024 13:12 - 29 minutesUS equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in? What may be surprising is that returns ...
Interest Rate Obsession
Global Thinking - March 29, 2024 19:14 - 30 minutesInterest Rate Obsession: Are Markets Missing the Bigger Picture? Markets have found a new obsession to dote upon: timing central bank rate cutes. Everywhere you look, interest rate expectations continue to dominate headlines and market narratives. Imminent recession fears have been replace...
Global Thinking Market Update with Franklin Templeton
Global Thinking - March 20, 2024 21:36 - 41 minutesIn this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask questions about their market outlook and where they see opportunity in the year ahead. Throughout the podcast Mike shares his perspectives on infl...
Running with Bulls - Is the Market Rally Broadening?
Global Thinking - March 04, 2024 13:49 - 35 minutesOne year ago, market forecasters were in absolute agreement. A Bloomberg consensus survey showed that 100% of the respondents predicted a global recession in 2023. Rising interest rates would surely create an inevitable “hard landing”. When such agreement exists in the investment world one must...
Macro Musings from A Latam Perspective
Global Thinking - February 13, 2024 16:27 - 37 minutesOn this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares how hyperinflation in 1980s Peru shaped his life and investment philosophy. He also discusses why emerging markets have been more proactive in combat...
Bonds, Bitcoin and The Biggest Year Ever For Democracy
Global Thinking - January 23, 2024 18:00 - 39 minutesWelcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In this episode Rob sits down with Tyler Mordy, CEO and CIO, to discuss which macro trends are shaping the investment landscape. Looking back, last...
Invest in Your People
Inspired Investing - December 14, 2023 13:00 - 19 minutesThe voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects th...
Shifting Market Narratives - Higher for Longer Hits Home
Global Thinking - October 20, 2023 12:59 - 17 minutesThe US bond selloff over the last few years is on par with the largest ever in history. In this podcast Rob sits down with Forstrong Lead PM, David Kletz, to discuss market performance and what “higher for longer” interest rates means for investors. While this new environment has dampened confid...
Joining Forces: The Rise of Giving Circles
Inspired Investing - October 19, 2023 13:27 - 21 minutesThe growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into ...
Values First: Aligning All Your Assets
Inspired Investing - September 14, 2023 04:00 - 24 minutesSharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a...
How AI Can Help the Social Sector Make a Greater Impact
Inspired Investing - August 10, 2023 04:00 - 20 minutesDiscover how Generative AI can streamline operations, optimize fundraising strategies, and create compelling content for social sector organizations while also learning about the risks to privacy, accuracy, and bias. Join us as we explore the pros and cons of using AI in the social sector and ho...
Giving USA 2023: Context is Key
Inspired Investing - July 13, 2023 04:00 - 23 minutesThe Giving USA 2023 report has raised some concerns in the social sector due to headlines like “steepest drop ever”. But we think there’s more to the results than meets the eye. To dig beneath the headlines, we asked two experts to share their read and provide some much-needed context. That’s wh...
What Happens When AI Gets Real, Part 2
Global Thinking - June 16, 2023 13:37 - 21 minutesIn part 1, Rob Duncan sat down with Reza Samahin, Portfolio Manager at KJ Harrison, to discuss the big ideas behind Artificial Intelligence and what impact it may have on the future In part 2, Rob and Reza discuss the implications of AI from an investment perspective. Is this Dot Com 2.0? Will...
Blurring the Lines Between Business, Social Impact, and Giving to Individuals
Inspired Investing - June 08, 2023 04:00 - 23 minutesWhat do you get when you connect the dots between business and philanthropy? E4E Relief, an ingenious social enterprise that provides workforce and supply chain relief for companies and their key stakeholders. In the past five years, E4E Relief’s humanitarian solution has helped businesses serve...
What Happens When AI Gets Real?
Global Thinking - May 17, 2023 20:18 - 12 minutesLast month 2,600 tech industry professionals signed a petition led by Elon Musk and Apple co-founder, Steve Wozniak, to halt AI development until there was a clear understanding of its full implications. Although he did not sign the letter, Geoffrey Hinton, the so-called “Godfather of AI”, resig...
Postcard from China, Part 2
Global Thinking - May 11, 2023 20:28 - 14 minutesIt has been four long years since Forstrong last visited mainland China. In that time, the country faced a real estate collapse, technology crackdowns and more than 1100 days of brutal lockdowns. Given the size and scale of China’s influence on the global economy, their reopening is something th...
When the Family Foundation Evolves
Inspired Investing - May 11, 2023 04:00 - 26 minutesIf you’ve ever wondered, “What are other foundations and donors doing?”, this is the episode for you. Derek Jernstedt’s family foundation is now on its third generation and has branched out from its original mission and structure in multiple ways. He’ll take us through the evolution and how it i...
Is The Developed World Slowing Down?
Global Thinking - April 14, 2023 18:28 - 23 minutesComing off a surprisingly resilient Q1, Global Equities staged a rally for a second quarter despite the collapse of Silicon Valley Bank and renewed fears of another 2008 financial crisis. While US markets staged a late rally to pull ahead of Canada, International markets continue to be global l...
NACUBO: A Practitioner’s View
Inspired Investing - April 13, 2023 04:00 - 25 minutesAlong with expert investment analysis, we break down the NACUBO report through the eyes of an advancement professional at a two-year college. How do the survey results resonate with her real-life experience on the ground? Note to All Readers: The information contained here reflects the ...
Global Thinking Invité spécial - Clément Gignac
Global Thinking - March 23, 2023 18:04 - 13 minutesCette semaine, nous avons un invité très spécial pour notre podcast "Global Thinking". Omar Rayes de Forstrong s'assoit une deuxième fois avec l'Honorable Clément Gignac. Clément a eu une longue et brillante carrière dans les secteurs public et privé. Sur la scène internationale, il a prés...
Global Thinking Special Guest - Clement Gignac
Global Thinking - March 23, 2023 18:00 - 13 minutesThis week we have a very special guest for our “Global Thinking” Podcast. Forstrong’s Omar Rayes sits down for a second time with the honorable Clément Gignac. Clément has had a long and distinguished career in both the public and private sectors. On the international scene, he chaired in ...
SVB Failure: Moving Fast and Breaking Things
Global Thinking - March 14, 2023 01:17 - 16 minutesSilicon Valley’s scrappy attitude of “move fast and break things” not only became standard start-up advice over the last decade, but quickly evolved into a global movement for the technology sector. Yet, a rich irony has emerged. It turns out that customers can also move fast and break thin...
Dan Pallotta Revisits “Uncharitable”
Inspired Investing - March 09, 2023 05:00 - 21 minutesDan Pallotta—entrepreneur, innovator and best-selling author of “Uncharitable”— revisits his unconventional take on philanthropy. With a forthcoming documentary under the same name, Dan explores what’s changed in the decade since his 2013 TED Talk, the 16th most commented Ted Talk of all time. ...
A Surprisingly Resilient Economy
Global Thinking - February 17, 2023 19:56 - 19 minutesIt has been a long string of surprises over the last year. The Fed was surprised inflation wasn’t transitory. Investors were surprised to see the fastest rate hikes since the 1980s. Economists are now surprised we aren’t in a recession. Yet, in our view, the biggest surprise continues to b...
Transition to Strength: Making the Most of a Reset
Inspired Investing - February 09, 2023 05:00 - 25 minutesBoards and leaders of organizations in flux often feel like they're under siege. But a transition can also be a chance to reimagine your trajectory. Maryellen Gleason—who frequently serves as an interim CEO—shares wisdom she's gleaned from more than two decades of leading social sector transform...
Forstrong Super Trends 2023: Metamorphosis
Global Thinking - February 06, 2023 17:05 - 29 minutesAs it was in 2022, financial markets had their own Kafkaesque backdrop. Investors did not need to stretch their imaginations: reality did it for them. Supposedly rare events appeared more frequently than ever. All of this has forged an easy fraternity for those predicting more macro doom. Glob...
Forstrong Super Trends 2022: World in Transition
Global Thinking - January 27, 2023 15:52 - 34 minutesIt is now abundantly clear that last year was a hinge moment in history. The world of tomorrow will resemble nothing of what we see today. “All life is a process of breaking down, but the blows that do the dramatic side of the work…don’t show their effect all at once.” Great American author F....
Getting “Candid” About Social Sector Data
Inspired Investing - January 19, 2023 05:00 - 20 minutesHow does uploading financial records, sharing grantmaking practices or updating a profile move the needle for nonprofits and foundations as a whole? According to Cathleen Clerkin—Senior Director of Research at Candid—the entire social sector benefits from seeing the bigger picture when everyone ...
Why Go Local with Post-Disaster Giving?
Inspired Investing - November 16, 2022 05:00 - 25 minutesIs it better to localize humanitarian relief? Ben Smilowitz, who heads the Disaster Accountability Project and its sister platform, SmartResponse.org provides compelling reasons to cut out the middleman and give directly to smaller organizations that are already on the ground. Note to All Read...
Critical Issues for Community and Small College Fiduciaries
Inspired Investing - October 20, 2022 04:13 - 23 minutesPresident and CEO Emeritus of the American Association of Community Colleges George Boggs joins Bernstein professionals to discuss shifting economic and capital markets pressures, industry trends specific to small higher ed and community colleges, and strategies for investments, operations, and ...
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