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Investment management for nonprofits

Expert panelists discuss important investment insights and themes for endowments and foundations as you prepare for 2025 and beyond.

Topics explored:

  • The market outlook for 2025
  • Portfolio implementation and asset allocation in 2025
  • What will it take to financially support your mission beyond 2025

Presenting our expert panelists:

William Jarvis
Hosted by:

William F. Jarvis

Philanthropy Executive

Bank of America Private Bank

Chris Hyzy

Chris Hyzy

Chief Investment Officer

Merrill and Bank of America

Private Bank

 Danielle Ward

Danielle Ward

Managing Director

Portfolio Manager

Bank of America Private Bank

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