Outlook 2023: Investment management for nonprofits
Watch this video, moderated by William Jarvis, Philanthropic Executive, Bank of America Private Bank, as experts discuss the current economic, market and governance trends for nonprofits, endowments and foundations you may want to consider as we navigate 2023.
Hosted by:
Jennifer Chandler
Head of Philanthropic Solutions,
Bank of America Private Bank
Moderated by:
William Jarvis
Philanthropic Executive
Bank of America Private Bank
Panelists:
Dianne Bailey
National Philanthropic Strategy Executive,
Bank of America Private Bank
Namaine Coombs
Senior Institutional Portfolio Manager
Bank of America Private Bank
Chris Hyzy
Chief Investment Officer
Merrill and Bank of America Private Bank
Important Disclosures
Opinions are as of the date of this audiocast and are subject to change.
Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
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.”). 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.
Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “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, fiduciary, and investment management services are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents.
