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2022 AICPA & CIMA Not-for-Profit Industry Conference

NOT22SS06 - Managing An Endowment Portfolio Through Challenging Times – Global Perspective on Economic and Capital Markets Going Forward (Sponsored by Bank of America Merrill)

Jun 14, 2022 10:35am ‐ Jun 14, 2022 11:50am

Standard: $49.00


Join this panel discussion with leading Investment Management Professionals as they:  

    • Provide insight from market leaders on the outlook for Equity, Fixed Income and Alternatives / hedge funds / and real asset market.
    • Explore how the economic outlook domestically and globally affect your organizations’ long term investment dollars and investment policy.
    • Share critical insight into what the key economic indicators are telling us as well as unique investment perspective from our top industry panelists.

Learning Objective:
  • Identify how Alternative Investments are deployed in diversified asset allocation


  • Niladri Mukherjee, Managing Director Head of Portfolio Strategy, Bank of America Merrill Lynch
  • Philip Camporeale, Portfolio Manager Multi-Asset Strategy Team, JPMorgan Asset Management
  • Jeff Rosenberg, CFA, Managing Director, BlackRock
  • Jeff Schulze, Chief Investment Strategist, Clearbridge Investments
  • John Amirante, CIMA®, CFP ®, CPFA®, CAP®, Senior Portfolio Advisor - Senior Financial Advisor, Merrill Lynch Wealth Management - The Beacon Group
Category: Concurrent Session Onsite and Online

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