Submit an Event
Back to Events

Loading Events

« All Events

Virtual Event Virtual Event
  • This event has passed.

Donations and Bequests Town Hall with Bank of America

February 8 @ 9:30 AM - 11:30 AM

Virtual Event Virtual Event

Please join Donations and Bequests Trustees and the new Bank of America team. The team will review the 2021 Year End Portfolio review, 2022 Investment Outlook, and time for questions, and answers.

Register

Bank of America’s new team

Mark Hathaway, CFA®
Managing Director, Senior Portfolio Strategist
Mark Hathaway is a managing director and senior portfolio strategist within the Institutional Investments Group at Bank of America – Private Bank. In this role, he is responsible for developing and executing the investment approaches that may best assist clients meet short- and long-term goals by understanding the endowments, foundations, charitable trusts and pension plans needs and helping get clarity about the financial implications of client’s missions and the areas of focus for investment strategies. This includes the planning and managing of customized solutions by leveraging Bank of America – Private Bank broad range of investment management services and Bank of America affiliates; by identifying opportunities that may shape portfolios and long-term investments through our consulting and advisory services; by providing guidance to allocate assets to help meet unique objectives; and by researching market ideas and building investment portfolios by navigating in today’s evolving markets.

Prior to joining Bank of America, Mark was a member of the Multi Asset US portfolio management team with Allianz Global Investors. He was responsible for articulating the philosophy and process of Allianz Global Investors multi-asset portfolios, and provided insights to the advisor and consultant community on the impact of market conditions on portfolio decisions. Mark developed many of the firm’s proprietary analytical tools. He has over 25 years of investment-industry experience and has been a frequent speaker at investment conferences and seminars. Preceding Allianz, Mark was a director and client-relationship manager at Commonfund, where he was responsible for over 60 relationships with endowments and foundations. Prior to Commonfund, he spent 10 years at Neuberger Berman, in institutional client servicing and as a senior performance analyst.

Danielle M. Ward, CFA®, CAIA®, CSRIC®
Managing Director, Institutional Client Executive
Danielle M. Ward is a Managing Director and Institutional Client Executive within the Philanthropic Solutions Group at Bank of America Private Bank. With a focus on relationship management, Danielle works to create an optimal experience for the firm’s strategic institutional non-profit clients throughout the United States, catering to the distinctive needs of endowments, foundations and charitable organizations. As the leader of a client’s team, she oversees the design, development and implementation of customized services and strategies in fiduciary investment management.

In Danielle’s prior role with Bank of America, she was a Senior Institutional Portfolio Manager responsible for the development and execution of non-profit clients’ investment objectives, which included strategic asset allocation, tactical asset allocation, manager selection and portfolio construction. Her experience includes a tenure as Institutional Market Investment Director where her responsibilities encompassed direct client management and managing a team of institutional portfolio managers. Danielle joined Bank of America in 2003.

Danielle regularly presents educational and training material to non-profit investment committees and boards, including issues on sustainable and mission-aligned investing, investment governance, investment policy statements, spending policy development and risk management.

Danielle earned her Bachelor’s degree in Economics from Connecticut College. She holds the Chartered Financial Analyst ® (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Chartered SRI Counselor™ (CSRIC®) designations and the BoardSource Certificate in Nonprofit Board Consulting. She is a member of the CFA® Institute, CAIA® Association, CFA® Society Houston and BoardSource. Danielle volunteers with several non-profit organizations and has held and continues to hold board and committee positions.

Details

Date:
February 8
Time:
9:30 AM - 11:30 AM
Event Category:
Website:
https://episcopalct.zoom.us/meeting/register/tZAodOCvrDkjE9GDHfi1QRyHgLcv5hMTsHz8

Other

Meeting Type
Donations and Bequests