Key Trends 2024 – Investment Management for Nonprofits
Watch this video as panelists discuss 2024’s important investment trends and themes to help nonprofits achieve their mission.
Host/Moderator:
Jennifer Chandler
Head of Philanthropic Solutions,
Bank of America Private Bank
Panelists:
Chris Hyzy
Chief Investment Officer
Merrill and Bank of America
Private Bank
Savita Subramanian
Head of U.S. Equity &
Quantitative Strategy and
Head of Global ESG Research
BofA Global Research
William Jarvis
Philanthropic Executive
Bank of America Private Bank
Important Disclosures:
Opinions are as of the date of this audiocast and are subject to change.
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, Member SIPC ;and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
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.
