Members of the Board of Trustees and Bank of America will discuss their partnership, dive into Donations & Bequest’s long-term investment strategy, portfolio position for sustainability, and overview of the Investment Policy Statement.
One of the most challenging tasks for parishes of all sizes can be managing the investment assets of which they are stewards. This session will give you a better understanding of the investment approach, rate of return, and high-level overview of D&B’s portfolio. We also look forward to a meet-and-greet, where you can connect with Trustees, and a dedicated time for questions and answers.
FACILITATORS: Elizabeth Cahill is a Managing Director and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut. Liz advises individuals, families, CEOs, and private business owners with a focus on ultra-high-net-worth families. She also consults to institutional foundations and endowments, offering customized advice and guidance to help simplify the complexities that significant wealth can entail. A veteran advisor, Liz works in concert with a team of specialists to leverage the extensive resources of the Private Bank, including investment management, customized credit, and estate planning, serving clients throughout the country. Liz has more than 30 years of experience in corporate banking and wealth management. In her free time, Liz volunteers with many nonprofit organizations across Fairfield County.
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 clients’ 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.
David Kalal has spent his career in banking and finance, principally in credit risk management, bankruptcy, and restructuring, at Bankers Trust Company, Credit Research & Trading, and UBS. He currently maintains an advisory practice focused on insolvency matters. A New Canaan resident, David attends St. Mark’s Church. He has served the parish on the Vestry, as Assistant Treasurer and Treasurer, as Chair of the Finance Committee, as a member of the Executive Committee, and as a member of the Investment and Endowment Committee. He also sits on the board of GetAbout of New Canaan, which provides transportation services to seniors, and works with the University of Arizona Foundation (Dianne Kalal Scholarship Endowment for Disabled Students). David earned a B.A. (English) from Yale College and an M.B.A. (Finance) from the University of Pennsylvania’s Wharton School. He was elected a Trustee of Donations and Bequests in 2023.
Nina Surviladze is a Managing Director and Philanthropic Client Manager within Bank of America Private Bank Philanthropic Solutions group in New York, New York. With a focus on relationship management, she provides specialized advisory, asset management and administrative solutions to the firm’s nonprofit clients throughout the United States. In her role, Nina is also responsible for executing the Bank’s fiduciary duties in compliance with all laws, regulations, policies and procedures. Nina joined Bank of America Private Bank (formerly U.S. Trust) in 2009. Nina is a dedicated volunteer focused on ethnic/immigrant services and leadership development.
Theresa Dupont has been a member of the board of trustees of Donations and Bequests (D&B) since 2014 where she is the Secretary and Director of Operations servicing the D&B participants. Theresa has participated in Big Brothers and Sisters of America and volunteers in her community. Theresa graduated from Sacred Heart University with a B.S. in Accounting.
Event Timeslots (1)
Session One (10-11:15 AM)–2025
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Meet Trustees of Donations & Bequests for Church Purposes, Inc. and Bank of America Investment Team
