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.

 

Jennifer Chandler Headshot

Hosted by:

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank

William Jarvis Headshot

Moderated by:

William Jarvis

Philanthropic Executive
Bank of America Private Bank

Jennifer Chandler Headshot

Hosted by:

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank


 

William Jarvis Headshot

Moderated by:

William Jarvis

Philanthropic Executive
Bank of America Private Bank


 

Panelists:

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank

Namaine Coombs Headshot

Namaine Coombs

Senior Institutional Portfolio Manager
Bank of America Private Bank

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank


 

Namaine Coombs Headshot

Namaine Coombs

Senior Institutional Portfolio Manager
Bank of America Private Bank


 

Chris Hyzy Headshot

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America Private Bank

Chris Hyzy Headshot

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.