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Advice for Nonprofit Investment Committees From an Investment Advisor

June 3, 2024 Podcast
EO Radio Show - Your Nonprofit Legal Resource

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 BasicsNonprofit GovernanceHot 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 [email protected]. 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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