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Beyond investment performance: Diversity, equity and inclusion in the investment management industry

Watch this video, to hear from a panel of experts how nonprofit organizations are acting to promote diversity, equity and inclusion in the management of their endowments.

We cover a range of topics, including how investment managers are responding to the national conversation on these issues.


Hosted by:

Anita Saggurti Headshot

Jennifer Chandler
Head of Philanthropic Solutions
Bank of America Private Bank


Moderated by:

Anita Saggurti Headshot

William Jarvis
Philanthropic Executive
Bank of America Private Bank 


Jennifer Erdelyi headshot

Bethany Johnson-Javois
President & CEO
Deaconess Foundation

Rocky Fittizzi Headshot

Matthew Oldani
Vice President – Operations
Deaconess Foundation  

Dr. Karl Pillemer Headshot

Anna Snider
Head of Due Diligence
Chief Investment Office
Merrill and Bank of America Private Bank

Opinions are as of the date of this video recording – 11/2/2022 and are subject to change.​

Bethany Johnson-Javois, Matthew Oldani and the Deaconess Foundation are not affiliated with Bank of America Corporation.

This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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