THE STEWARD
Nonprofit Newsletter
June 2019
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Females Dealt Unfair Hand in Raising Capital
Investors might profit from an open mind 
By: Bob DiMeo, Managing Partner
Dollars have rushed into private investments at a red hot pace but an important segment is largely being left out of the party: Female run firms and that might be...
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Seven Habits of Effective Investment Committees
By: Stephen Spencer, CIMA®, Senior Consultant
Nonprofit Investment Committees have a weighty responsibility, but often lack the structure to maximize their effectiveness. Here are seven habits or best practices for Investment Committees to follow and...
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Real Estate’s Value in Portfolios: Go Private When Possible
By: Taylor J. Furmanski, CFA, Consultant 
With the market volatility over the past year and a half, investors are speculating when the markets might exhibit a deep, prolonged correction. Last year, from September 18, 2018 through December 24, 2018 the S&P 500 Index declined almost...
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May 2019 Market Commentary
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We congratulate the following Associates on their firm anniversaries:

Ahmed Farruk, CIMA®, AIF®, Senior Consultant - 23 years
Chad Tischer, CFP®, Partner - 16 years
Jessica Ludwig, Partner, Associate Director of Institutional Consulting - 13 years
Trey Olcott, CIMA®, Consultant - 8 years
Matt Marwitz, Senior Performance Analysts, Team Lead - 5 years
Bill Natsis, Head of OCIO Services Business Development - 3 years
Chet Achterberg, Performance Analyst - 2 years
Matthew Babiash, CPA, Research Analyst - Operational Risk - 2 years
This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. Content is privileged and confidential. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. The content of this distribution does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance.
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