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Investment Spotlight — Best Practices for Foundation & Endowment Management

Join our panel of experts on September 17, 2021 at 1:00 pm ET for a discussion of how nonprofit leaders are addressing strategic issues related to investing, spending and governance.

During this event, we’ll explore the following topics:

  • Pandemic-related changes to nonprofits’ operating models
  • How endowed nonprofits are changing their investment practices in response to low interest rates
  • Imperatives for higher mission-related spending
  • Demands for more responsive governance

 


 


Host:

Moderator:

Ann Limberg Headshot

Ann Limberg

Head of Philanthropic
and Family Office Solutions
Bank of America

William Jarvis Headshot

William Jarvis

Managing Director
Market Strategy &
Delivery Bank of America

Host:

Ann Limberg Headshot

Ann Limberg

Head of Philanthropic
and Family Office Solutions
Bank of America


 

Moderator:

Rick Rieder Headshot

William Jarvis

Managing Director
Market Strategy &
Delivery Bank of America


 

Panelists:

Elizabeth Barnette Headshot

Elizabeth Barnette

Senior Vice President
Philanthropic Strategist
Bank of America

Sarah E. Clark Headshot

Sarah E. Clark

Managing Director Senior
Institutional Portfolio Strategist
Bank of America


John T. Wong Headshot

John T. Wong

Senior Vice President
Senior Portfolio Manager
Bank of America

Haim Israel Headshot

Elizabeth Barnette

Senior Vice President Philanthropic
Strategist Bank of America


 

Sarah E. Clark Headshot

Sarah E. Clark

Managing Director Senior
Institutional Portfolio Strategist
Bank of America


 

John T. Wong Headshot

John T. Wong

Senior Vice President
Senior Portfolio Manager
Bank of America

Information is as of 9/17/2021.

 

Opinions are those of the author(s), as of the date of this recording and are subject to change.

 

Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).

 

Certain Bank of America Private Bank associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp.

 

This webcast does not constitute legal, tax or investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that the forecasts will come to pass. The information presented on this webcast is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. 

 

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