Error loading player: No playable sources found
NOT22SS06
Managing An Endowment Portfolio Through Challenging Times – Global Perspective on Economic and Capital Markets Going Forward (Sponsored by Bank of America Merrill)
Date
June 14, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2022 AICPA & CIMA Not-for-Profit Industry Conference
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
Speakers
Managing Director Head of Portfolio Strategy, Bank of America Merrill Lynch
Portfolio Manager Multi-Asset Strategy Team, JPMorgan Asset Management
Jeff Rosenberg, CFA
Managing Director, BlackRock
Jeff Schulze, CFA
Director, Head of Economic and Market Strategy, ClearBridge Investments
John Amirante, CIMA®, CFP ®, CPFA®, CAP®
Senior Portfolio Advisor - Senior Financial Advisor, Merrill Lynch Wealth Management - The Beacon Group
General
Session Categories
Related Products
Raising Funds to Drive Impact: Reimagine the Journey of a Dollar in Your Organization (Sponsored by Blackbaud)
What does end-to-end financial stewardship look like in your organization? It is not uncommon to experience a disconnect between the various roles and responsibilities of fundraising to finance to utilization of monies…
Socially Responsible and ESG Compliant Investing
During this session we will discuss the complexities and pros and cons of socially responsible investing…
DEIB in Everything We Do
Diversity, equity, inclusion and belonging are different and equally important aspects of a healthy organization and they should be embedded throughout everything that we do…
Sounds Like a Plan
This session will focus on the key components of the strategic and financial planning process and will include examples of strategic plans and how it relates to the financial planning process from not-for-profit organizations
