The Endowment Institute: Bank of America Private Bank

Thursday, November 5, 2026

Description

Please join us for the Bank of America Endowment Institute. This day-long, interactive program is designed for trustees and senior investment officers of nonprofit organizations to discuss emerging trends related to investment and governance practices. Interactive sessions will include topics related to key endowment management concepts and practices, diving deeper into these focus areas: Strategic investment goals for long-term funds, portfolio structure and implementation, implementation models, the role of alternatives in your allocation, governance as a process, investment and spending policies, asset allocation, as well as highlights from the most recent B of A study of Philanthropy.

Helios Education Foundation
4747 N 32nd St
Phoenix, AZ 85018 United States
Event Contact
Russell Goldstein
(480) 624-0384
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Thursday, November 5, 2026
9 am - 4 pm
Categories
Educational Event
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