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Boot camp for investment committees: fundamentals for success

Watch our boot camp on best practices for successful endowment and foundation investment committees.

Headshots of Ann Limberg, Head of Philanthropic & Family Office Solutions, Bank of America Private Bank,  William Jarvis, Market Strategy & Delivery Executive, Philanthropic Solutions, Bank of America Private Bank & Dianne Bailey, National Philanthropic Strategy Executive, Bank of America Private Bank

Bank of America Private Bank’s Philanthropic Solutions team will lead you through a two-part event: 

  • Host: Ann Limberg, Head of Philanthropic & Family Office Solutions, Bank of America Private Bank
  • Session I moderator: William Jarvis, Market Strategy & Delivery Executive, Philanthropic Solutions, Bank of America Private Bank
  • Session II moderator: Dianne Bailey, National Philanthropic Strategy Executive, Bank of America Private Bank 

Session I (45 mins): Strategic Investment Goals & Governance for Long-Term Funds will cover key issues to consider when investing, spending and overseeing endowment or foundation assets.

Session II (30 mins): Integration of Environmental, Social and Governance (ESG) Factors will share the process and results of a nonprofit’s ESG integration decision.

Review our speaker lineup and watch the event.

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