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Bank of America Leaders to Discuss Impact Investing Trends and Initiatives at Upcoming Conferences

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Bank of America executives will share insights on the latest social impact investing trends this fall through participation in several industry conferences. The events share a common goal of increasing awareness of the growing demand for and industry focus on environmental, social and governance (ESG) investing through an exchange of ideas, innovative approaches and best practices. Leaders from the company’s Global Wealth and Investment Management (GWIM) businesses have been invited to speak at the following conferences:

  • Private Wealth’s Impact Investing Conference: Boston, Sept. 30. Kirstin Hill, head of wealth management product origination for Bank of America Merrill Lynch, will participate in a panel discussion entitled, “Impact Venturing: How Impact Investing Can Put Capital Providers and Seekers on the Road to More Investible Deals.”
  • Association for Corporate Contribution Professionals (ACCP) L.E.A.D.S. Meeting: Boston, Oct. 2. Hill will also participate in an ACCP panel focused on “Social Entrepreneurship: Pursuing Innovative Solutions to Social Problems.” Discussions throughout the event will feature social entrepreneurs and corporate social responsibility thought leaders. Bank of America Charitable Foundation President Kerry Sullivan will also participate in the event.
  • Commit!Forum: New York, Oct. 8-9. Liam O’Neil, head of the markets group for Bank of America Merrill Lynch, will participate in a panel discussion about the emergence of social impact partnerships as an innovative new model for funding social change.
  • Chicago Ideas Week: Chicago, Oct. 13. Jason Baron, head portfolio manager for social investment strategies at U.S. Trust, will participate in a panel discussion entitled, “Social Impact Investing: Financing a Better World.” The event brings together artists, engineers, technologists, scientists, economists, and others to share ideas and ignite positive change in Chicago as well as communities around the globe.
  • High Water Women’s Investing for Impact Symposium: New York, Oct. 23. U.S. Trust investment strategist Jackie VanderBrug will participate in High Water Women’s second annual event focused on impact investing, drawing leaders in sustainable investing, philanthropy and beyond.
  • Finance in the New Era of Growth: Boston, Oct. 25. Surya Kolluri, managing director, policy and planning for Bank of America Merrill Lynch’s Retirement and Personal Wealth Solutions group, will participate in a panel discussion organized by the Harvard Finance Club on new trends in public-private partnerships, including social impact partnerships and impact investing.

Bank of America has led many ESG-focused initiatives, including a new green bond offered with the World Bank, a social impact partnership to reduce recidivism and increase employment in New York State, and a recently commissioned feasibility study to assess the use of innovative social financing to address critical funding shortfalls in support of military veterans.

There is a growing demand, across all generations, for opportunities to have personal values reflected in investment portfolios.1 Bank of America’s participation in these conferences offers the opportunity to come together with investors and peers to share insights and ongoing efforts to address societal issues that matter most to our company and clients.

Merrill Lynch, U.S. Trust, Merrill Edge and the company’s institutional investment business offer a wide selection of investment solutions for clients who wish to align their investments to their values or ESG issues that matter most to them. BofA Merrill Lynch Global Research also provides industry-leading research across several ESG-related topics.

1 U.S. Trust 2014 Insights on Wealth & Worth, June 2014, and the Young High Net Worth Survey, Merrill Lynch Private Banking and Investment Group, April 2013

Bank of America
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 49 million consumer and small business relationships with approximately 5,000 retail banking offices and approximately 16,000 ATMs and award-winning online banking with 30 million active users and more than 15 million mobile users. Bank of America is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in more than 40 countries. Bank of America Corporation stock (NYSE:BAC) is listed on the New York Stock Exchange.

Please note that social impact investing is a relatively new and evolving area which can be highly speculative and involve a high degree of risk.

Global Wealth and Investment Management is a division of Bank of America Corporation. Merrill Lynch Wealth Management, Merrill EdgeTM, U.S. Trust, and Bank of America Merrill Lynch are affiliated sub-divisions within Global Wealth and Investment Management.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation. U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of Bank of America Corporation. “Bank of America Merrill Lynch” is a marketing name for the Retirement Services business and the global banking and global markets businesses of Bank of America Corporation.

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Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

(c) 2014 Bank of America Corporation. All rights reserved.

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