Q4 Investment Insights Webinar
Watch as our investments team recaps the fourth quarter’s investment activity and economic trends.
Q4 Investment Insights Webinar: Welcome and Organizational Update
Joe Halwax highlights the latest Wespath news and introduces investments team member Virgilio Calahong.
Q4 Investment Insights Webinar: Market and Fund Update
Evan Witkowski and Joe Halwax discuss key factors influencing the markets and provide a Q4 fund performance summary.
Q4 Investment Insights Webinar: How Wespath's Investment Process Delivered Our Latest Fund Launch
Johara Farhadieh, Hoa Quach and Myles Smith discuss the launch of the Social Values Choice funds as an example of Wespath’s investment process in action.
Q4 Investment Insights Webinar: CIO Johara Farhadieh Interviews Xponance CEO and CIO Tina Byles Williams
Johara Farhadieh, WII’s CIO, sits down with Tina Byles Williams, Xponance’s CEO and CIO. Xponance is Wespath’s newest asset manager partner and subadvisor for the Social Values Choice Equity Fund.
Q3 Investment Insights Webinar
Watch as our investment team recaps the third quarter’s investment activity and economic trends.
Q3 Investments Insights Webinar: Welcome and Organizational Update
Joe Halwax highlights the latest news and content from Wespath.
Q3 Investment Insights Webinar: Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q3 fund performance summary.
PSP Program Update: A Visit to a Local Affordable Housing Property!
Johara Farhadieh, Sylvia Poniecki and Trent Sparrow discuss Wespath’s Positive Social Purpose (PSP) Lending Program and how it works to address the housing affordability crisis in the U.S.
Q3 Investments Webinar: Will the Upcoming Election Impact US Markets?
Frank Holsteen, Hoa Quach and Raj Khan dive deep into the upcoming U.S. presidential election and its potential impact on financial markets.
Q2 Investment Insights Webinar
Watch as our investment team recaps the second quarter’s investment activity and economic trends.
In Conversation With Dave and Johara: Wespath’s Investment Philosophy, Fund Performance and More
Dave Zellner and Johara Farhadieh discuss Wespath’s investment philosophy and the inevitable highs and lows of investing over the long-term.
Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q2 fund performance summary.
Much Ado About Oreos: A Proxy Voting Case Study at Mondelēz
Chirag Acharya recaps Wespath’s proxy voting season and recent shareholder engagement efforts with Mondelēz.
Meet Hoa Quach, Wespath’s Director of Public Markets
Hoa Quach discusses her new role as Wespath’s Director of Public Markets.
Reflecting on CIO Dave Zellner’s Career at Wespath
Dave Zellner and his colleagues reflect on key points in his 27-year career as Wespath’s Chief Investment Officer.
Full Q1 2024 Investment Insights Webinar
Watch as our investment team recaps the fourth quarter's investment activity and economic trends.
Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q1 fund performance summary.
Economic Update with Dave Zellner
Joe Halwax and Dave Zellner examine the surprising strength of the U.S. economy and the difficult economic landscape throughout the world.
AI Opportunities Outside the "Magnificent 7"
Wespath's Johara Farhadieh and DGI CIO Rob Nicoski discuss artificial intelligence opportunities outside of the Magnificent 7 stocks.
Proposed SEC Changes and Fund Expansion
Lucas Schoeppner details the SEC's new proposed rules on climate reporting and Wespath's expansion of the Social Values Choice suite of funds.
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