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:

HOSTED BY:

William Jarvis

Philanthropic Executive
Bank of America Private Bank

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Danielle Ward

Managing Director
Portfolio Manager
Bank of America Private Bank

Discover more with Merrill

Work one-on-one with a Merrill advisor for more insights and personalized guidance. Connect with us today.

Loading...

Have us contact you

Contact me

Try Merrill Advisor Match

Match with advisors

Phone

Loading...

Email

View your advisor

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.”).

Switch to Accessibility Friendly View

How we can help

Explore what it's like to work with a Merrill Financial Advisor

Start here

Related Articles

The Request for Proposal (RFP)

Read more

For private foundations and public charities, the investment policy statement is crucial

Read more

How a governance budget can empower you

Read more

Information for:

Corporations & Institutions Job Seekers Media & Journalists Shareholders

Get in touch:

Contact Us

Connect with ML®:

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

© Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

7416393-EXP-2026-06-17
X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started