NOT23SS04. Investment Panel – Managing an Endowment Through Potential Recession, Inflationary Pressures, and Rising Interest Rate Environment Sponsored by Bank of America Merrill

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.