Investment management for nonprofits: Outlook 2022

Watch experts discuss the current economic, market and governance trends for endowments and foundations.

 

Experts explore the following topics:

  • The 2022 environment for nonprofits: major factors influencing market flows, liquidity and asset allocation
  • Fiduciary governance: balancing the present and the future
  • Success in 2022: what will it take?

 


 

 

Jennifer Chandler Headshot

Hosted by:

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank

Bill Jarvis Headshot

Moderated by:

Bill Jarvis

Managing Director,
Market Strategy & Delivery,
Bank of America Private Bank

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Read full bio

Jennifer Chandler Headshot

Hosted by:

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank

Read full bio


 

Bill Jarvis Headshot

Moderated by:

Bill Jarvis

Managing Director,
Market Strategy & Delivery,
Bank of America Private Bank

Read full bio


 

Panelists:

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank

Ken Burton Headshot

Ken Burton

Sales Performance & Support Executive,
National Healthcare, Education &
Not-For-Profit Practice, Bank of America

Read full bio

Read full bio

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank

Read full bio


 

Ken Burton Headshot

Ken Burton

Sales Performance & Support Executive,
National Healthcare, Education &
Not-For-Profit Practice, Bank of America

Read full bio


 

Chris Hyzy Headshot

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America Private Bank

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Chris Hyzy Headshot

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America Private Bank

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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.

“Bank of America” is the marketing name used by certain Global Banking and Global Markets businesses of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC.

Bank of America Private Bank is 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 are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.

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