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NOT23SS04

Investment Panel – Managing an Endowment Through Potential Recession, Inflationary Pressures, and Rising Interest Rate Environment Sponsored by Bank of America Merrill

Date
June 20, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA Not-for-Profit Industry Conference
This includes sessions from the conference: 2023 AICPA & CIMA Not-for-Profit Industry Conference

The last year has been challenging for all investment committees and CFOs – 2022 brought us one of the first years on record in recent history where both the equity and fixed income markets were down double digits. Spending policies and many investment policies have been called into question – leading to indecision and lagging returns even as markets begin to rebound. Join us for an in-depth look as we examine the underlying current fundamentals of the economy and the markets and how to best position to the entities portfolio to take advantage of the opportunities in the market going forward. Our Panel will examine – ESG, Alternative Assets, sectors of the global economy to outperform and international markets.

Learning Objectives

  • Compare current fundamentals of the economy and the markets.
  • Determine how to best position investments to take advantage of the opportunities in the market.
  • Analyze ESG, Alternative Assets, sectors of the global economy to outperform and international markets for investment strategies.
  • Determine the role Alternative Assets, including Private Credit, Hedge Funds, and Private Equity, can play in the overall performance and risk management of an endowment portfolio.

Moderator

Speaker Image for John Amirante
John Amirante, CIMA®, CFP ®, CPFA®, CAP®
Senior Portfolio Advisor - Senior Financial Advisor, Merrill Lynch Wealth Management - The Beacon Group

Speakers

Speaker Image for Jeff Schulze
Director, Head of Economic and Market Strategy, ClearBridge Investments
Speaker Image for Natalie De La Calle-Tremblay
Alternative Investments Specialist, Merrill, a Bank of America Company
Speaker Image for Dimple Gosai
Head of U.S. Environmental, Social and Governance (ESG) Research, Bank of America Global Research

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