Wespath Benefits and Investments
Wespath Benefits and Investments
  • 319
  • 68 418
Wespath's PSP Program Impact in New York
Invest with purpose through a partnership with Wespath! Visit the www.wespath.com to learn more about how your organization can align your investments with your mission.
Recorded June 2024.
Переглядів: 13

Відео

Much Ado About Oreos: A Proxy Voting Case Study at Mondelēz
Переглядів 13День тому
Chirag Acharya recaps Wespath’s proxy voting season and recent shareholder engagement efforts with Mondelēz International, the maker of Oreos, Triscuits and other snacks. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with the latest from Wespath. Connect with us! Q2 Investment Insights Webinar: www.wespath.org/webinars Investment Insights Blog: www.wespath.or...
Market and Fund Update
Переглядів 22День тому
Joe Halwax and Karen Manczko discuss global financial markets and Wespath fund performance. They also provide an update on the Magnificent 7 stocks and share Wespath’s latest fund performance attribution. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with the latest from Wespath. Connect with us! Q2 Investment Insights Webinar: www.wespath.org/webinars Invest...
Conversation With Dave and Johara: Wespath’s Investment Philosophy, Fund Performance and More
Переглядів 31День тому
Outgoing CIO Dave Zellner and incoming CIO Johara Farhadieh sit down to discuss Wespath’s investment philosophy, the inevitable highs and lows of investing over the long-term and the impact the current market cycle has had on Wespath’s equity funds. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with the latest from Wespath. Connect with us! Q2 Investment Insi...
Meet Hoa Quach, Wespath’s Director of Public Markets
Переглядів 74День тому
Wespath’s Director of Public Markets, Hoa Quach, CFA sits down with Johara Farhadieh and Frank Holsteen to discuss her new role and how she plans to collaborate with the investment team. Johara, Frank and Hoa also talk about their near-term plans for Wespath’s investment program. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with the latest from Wespath. Conn...
Q2 Investment Insights Webinar
Переглядів 78День тому
In this quarter’s Investment Insights webinar, our team provides updates on financial markets, recent shareholder engagement efforts and drivers of Wespath fund performance. The webinar also features a special reflection on CIO Dave Zellner’s 27-year career at Wespath as he nears his retirement on August 1. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with t...
Reflecting on CIO Dave Zellner’s Career at Wespath
Переглядів 30День тому
After 27 years as Wespath’s Chief Investment Officer, Dave Zellner retires on August 1. We reflect on key points in his career and the impact he’s had on Wespath, including navigating challenges of the dot-com bubble, becoming a UNPRI founding signatory and creating Wespath Institutional Investments. Be sure to SUBSCRIBE to view all our quarterly webinar videos and keep up to date with the late...
Markets at a Glance: Q2 2024
Переглядів 19414 днів тому
Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 market performance-including the continued dominance of Nvidia and other technology stocks, the rising cost of home ownership and recent meme stock popularity. More on meme stocks: "At the Movies: An Investor's Take on 'Dumb Money'" www.wespath.org/health-well-being/dimensions-newsletter/October-2023/Movie "Reflectio...
State of Clergy Financial Well-Being
Переглядів 146Місяць тому
Mike Baughman of General Board of Higher Education & Ministry shares thoughts on the current state of clergy financial well-being. Find resources for financial well-being here: www.wespath.org/health-well-being/health-well-being-resources/clergy-congregational-resources/Clergy-Well-Being-Campaign-2024/financial This video is part of a collaboration between Wespath Benefits & Investments and Gen...
June 4, 2024 Webinar: Saving for Your Future Self
Переглядів 127Місяць тому
Wespath Benefits & Investments
Markets at a Glance: May 2024
Переглядів 210Місяць тому
Wespath’s Raj Khan, Director of Investment Research, explains that the global economy is showing mixed signals in our Markets at a Glance video for May 2024. Raj also details Nvidia’s incredible month after the computer chip maker reported quarterly profits that beat expectations. View the full Monthly Investment Report for May: www.wespath.com/funds/monthly-investment-report This video was rec...
Indiana Webinar: HealthFlex Well-Being Programs
Переглядів 30Місяць тому
Wespath Benefits & Investments
North Carolina Webinar: HealthFlex Costs for 2025
Переглядів 35Місяць тому
Wespath Benefits & Investments
Benefit Bite: Ministerial Pension Plan
Переглядів 85Місяць тому
Benefit Bite: Ministerial Pension Plan
The Road to Retirement: May 7, 2024 Webinar
Переглядів 1452 місяці тому
Wespath Benefits and Investments
Markets at a Glance: April 2024
Переглядів 1932 місяці тому
Markets at a Glance: April 2024
Q1 Webinar: Economic Update with Dave Zellner
Переглядів 643 місяці тому
Q1 Webinar: Economic Update with Dave Zellner
Q1 Webinar: Proposed SEC Changes and Fund Expansion
Переглядів 173 місяці тому
Q1 Webinar: Proposed SEC Changes and Fund Expansion
Q1 Webinar: AI Opportunities Outside the Magnificent 7
Переглядів 413 місяці тому
Q1 Webinar: AI Opportunities Outside the Magnificent 7
Q1 Investment Insights Webinar
Переглядів 853 місяці тому
Q1 Investment Insights Webinar
Q1: Webinar Market and Fund Update
Переглядів 203 місяці тому
Q1: Webinar Market and Fund Update
Live from Wespath 2024: Church World
Переглядів 1553 місяці тому
Live from Wespath 2024: Church World
Live from Wespath 2024: Your World
Переглядів 2003 місяці тому
Live from Wespath 2024: Your World
Live from Wespath 2024: Our World
Переглядів 2083 місяці тому
Live from Wespath 2024: Our World
State of Clergy Spiritual Well-Being
Переглядів 2013 місяці тому
State of Clergy Spiritual Well-Being
Markets at a Glance: Q1 2024
Переглядів 3733 місяці тому
Markets at a Glance: Q1 2024
Overview of Compass Petition: From Andy Hendren's Interview with "Emily Explains"
Переглядів 4174 місяці тому
Overview of Compass Petition: From Andy Hendren's Interview with "Emily Explains"
Regionalization: From Andy Hendren's Interview with "Emily Explains"
Переглядів 274 місяці тому
Regionalization: From Andy Hendren's Interview with "Emily Explains"
Sustainable Investments: From Andy Hendren's Interview with "Emily Explains"
Переглядів 364 місяці тому
Sustainable Investments: From Andy Hendren's Interview with "Emily Explains"
Overview of CPP Legislation: From Andy Hendren's Interview with "Emily Explains"
Переглядів 1444 місяці тому
Overview of CPP Legislation: From Andy Hendren's Interview with "Emily Explains"