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Investment Spotlight – Best Practices for Foundation & Endowment Management

Experts discuss how nonprofit leaders are addressing strategic issues related to investing, spending and governance.

A group of professionals having a business meeting in a conference room.

During this event, we explore the following topics:

 

  • Pandemic-related changes to nonprofits’ operating models
  • How endowed nonprofits are changing their investment practices in response to low interest rates
  • Imperatives for higher mission-related spending
  • Demands for more responsive governance

Host:

Ann Limberg Headshot

Ann Limberg
Head of Philanthropic
and Family Office Solutions
Bank of America

Moderator:

William Jarvis Headshot

William Jarvis
Managing Director
Market Strategy & Delivery
Bank of America

Panelists:

Elizabeth Barnette headshot

Elizabeth Barnette
Senior Vice President
Philanthropic Strategist
Bank of America

 

Sarah E. lark headshot

Sarah E. Clark
Managing Director
Senior Institutional Portfolio Strategist
Bank of America

 

John T. wong Headshot

John T. Wong
Senior Vice President
Senior Portfolio Manager
Bank of America

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