Beyond investment performance: Diversity, equity and inclusion in the investment management industry

Watch this video, to hear from a panel of experts how nonprofit organizations are acting to promote diversity, equity and inclusion in the management of their endowments. 

 

We cover a range of topics, including how investment managers are responding to the national conversation on these issues.

 

 

<span style="color:#000; font-size:18px"><b>Hosted by:</b></span>Jennifer Chandler


Hosted by:
Jennifer Chandler

Head of Philanthropic Solutions
Bank of America Private Bank

<span style="color:#000; font-size:18px"><b>Moderated by:</b></span>William Jarvis


Moderated by:
William Jarvis

Philanthropic Executive
Bank of America Private Bank

<span style="color:#000; font-size:18px"><b>Panelist:</b></span>Bethany Johnson-Javois


Panelist:
Bethany Johnson-Javois

President & CEO
Deaconess Foundation

<span style="color:#000; font-size:18px"><b>Panelist:</b></span>Matthew Oldani


Panelist:
Matthew Oldani

Vice President – Operations
Deaconess Foundation

<span style="color:#000; font-size:18px"><b>Panelist:</b></span>Anna Snider


Panelist:
Anna Snider

Head of Due Diligence
Chief Investment Office
Merrill and Bank of America Private Bank

Opinions are as of the date of this video recording – 11/2/2022 and are subject to change.​

Bethany Johnson-Javois, Matthew Oldani and the Deaconess Foundation are not affiliated with Bank of America Corporation.

This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

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 and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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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.

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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.

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Patent: patents.bankofamerica.com

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