Bank of America Endowment Institute - Phoenix

You are cordially invited to 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.

Space is limited. Kindly confirm your attendance here by Friday, October 30, 2026.

Thursday, November 5
9:00 am - 4:00 pm Mountain Time

Helios Education Foundation
4747 N. 32nd Street, Phoenix, AZ 85018

Meeting Details

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
  • Governance as a process

Location: Helios Education Foundation 4747 N. 32nd Street Phoenix, AZ 85018

Building security & arrival

Please check in with the Endowment Institute event registration desk in the lobby of the building.

Meeting attire

Attire is business casual.

Speakers

Take a look at our speakers scheduled for this event

Baie Netzer

Managing Director | Senior Investment Strategist

Danielle Ward

Managing Director | Senior Portfolio Manager

David Schumacher

Managing Director | Market Investment Executive

Nicole Ball

Senior Vice President | Philanthropic Strategist

Russell Goldstein

Managing Director | Private Client Advisor

William Jarvis

Philanthropic Executive

John Ostler

Philanthropic Client Director

Contact us

Leah Stewart

Event planner

Contact with event questions

Ali Barney

Registration manager

Contact for registration assistance