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Nonprofit Investment Management

Balancing Short and Long Term Objectives

Watch this video and hear from three of Bank of America’s leading investment professionals. During the moderated panel they explore: 

  • Asset allocation considerations for nonprofits’ investment portfolios, including equities, fixed income and alternative strategies
  • Addressing funding obligations in the short term and opportunities for portfolio growth over the medium term
  • Strategies to deal with higher inflation and interest rates over different time horizons
  • The role of investment committees, governance and investment policy statements

 

Host/Moderator:

William Jarvis headshot

William Jarvis
Philanthropic Executive
Bank of America Private Bank

 

Panelists:

Matthew Diczok headshot

Matthew Diczok
Head of CIO Fixed Income Strategy
Chief Investment Office
Merrill and Bank of America Private Bank

Marci McGregor headshot

Marci McGregor
Head of CIO Portfolio Strategy
Chief Investment Office
Merrill and Bank of America Private Bank

Rollando Castellanos headshot

Rolando Castellanos
Senior Portfolio Management Team Lead
Chief Investment Office
Merrill and Bank of America Private Bank

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