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082: Advice for Nonprofit Investment Committees From an Investment Advisor
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 82, we revisit the duties of directors in managing investment assets.
Joining Cynthia Rowland today is Jennifer Nelson, Senior Wealth Manager with BNY Mellon. She offers practical advice for directors serving on the investment committee, best practices for developing an investment policy, investment performance measurement, the use of outside chief investment officers, and other discretionary asset management arrangements.
Show notes:
Jennifer Nelson, CFP, BNY Mellon Wealth Management
BNY Mellon Wealth Management Insights
EO Radio Show YouTube Playlists: Nonprofit Basics, Nonprofit Governance, Hot Topics
Prudent Management of Institutional Funds Act
“UPMIFA, Three Years Later: What’s a Prudent Director To Do?” ABA Business Law Today, Volume 18 No. 6 (July/August 2009), Cynthia R. Rowland
EO Radio Show EP #16: Basics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics For ESG Investors
EO Radio Show #35: Hot Topic: UPMIFA in the Context of Financial System Instability
If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com.
DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.
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