The years 2020 and 2021 will be remembered as a period of economic and social upheaval in which nations, individuals, and markets were buffeted in ways that challenged their resources, strength, and resilience. As nonprofit boards and investment committees attempt to discern the features that will characterize our post-pandemic society and economy, it is more important than ever to review where your organization and its investment portfolio are and where they may be headed.
Join Bank of America’s William Jarvis in an overview of the challenges facing endowed nonprofit organizations and the governance steps they can take to strengthen their missions.
Participants will learn:
- The factors driving the transformation of nonprofit business models in the post-pandemic environment
- How endowment investing is changing in response to this new regime
- What steps nonprofit boards and investment committees can take to succeed in the new environment
William Jarvis, managing director, Bank of America
Michael Strauss, managing director–senior institutional portfolio strategist, Bank of America
Margo Stoglin, senior vice president, philanthropic strategist, Bank of America