Wespath Institutional Investments

Please note that U.S. stock markets will be closed on Jan. 9, 2025, in honor of former President Jimmy Carter. Wespath systems will be updated to treat Jan. 9 as a market holiday; any existing financial transactions scheduled for Jan. 9 will be updated to Jan. 10, 2025.

To learn more about the advantages of the private infrastructure asset class and Wespath’s investment process, check out our latest blog: ow.ly/mb6I50Uaa92

It’s been an interesting yr for financial markets, & that’s before considering we’re still a few wks away from an historical presidential election in the US. Will the election create new volatility for investors? Frank, Hoa & Raj dive into these questions: ow.ly/Aevw50TVAOC

In our latest webinar, CIO Johara F, along with Sylvia P & Trent S from our Impact Investments team, discuss our Positive Social Purpose (PSP) Lending Program & how it works to address the housing crisis in the US. ow.ly/8qty50TS7Q1

Our Q3 webinar is live! This quarter, we hear updates from CIO Johara Farhadieh & our impact investments team on our latest efforts to support affordable housing development. Our team also dives into whether the upcoming US election might affect investors. ow.ly/QGBR50TQlcW

Q3 market performance? ⬆️ The Fed's key interest rate? ⬇️ U.S. GDP estimate for Q2? 3️⃣ There was a lot to like in market and economic activity over the last three months, and Wespath's Frank Holsteen breaks it down in our quarterly video: ow.ly/RQkq50TJcA2

Introducing our new quarterly letter for institutional investors! It provides pertinent market and fund information, plus insights from our investment team. For Q3 2024, we dive into the potential for renewed interest in small-cap stocks and much more. ow.ly/MekV50TJbPV

Wespath joined treasurers & administrative staff at the National Association of Annual Conference Treasurers in Baltimore. Attendees received presentations from Eileen Kane (Chief Financial & Strategy Officer) & Johara Farhadieh (Chief Investment Officer) on Wespath Investments.

Another successful Lawyer Conference with The Methodist Foundation for Arkansas! Karen and Andy had the opportunity to network with some of the best legal minds. They’re grateful for the knowledge gained and connections made at this event!

With all signs pointing to the US Federal Reserve lowering the federal funds rate when it meets Tues. & Wed., our latest MIR explains the link between the fed funds rate & mortgage rates. The Report also explains what drove fund performance in August. ow.ly/NJSG50ToH8v

August began with market volatility, but how did stocks and bonds end the month? Wespath’s Jon Strieter breaks it all down in our Markets At A Glance video. Don’t miss his insights on anticipated interest rates, inflation and more! ow.ly/JoMF50Tjxlp

It was a par-fect day for @Africa_Univ's annual golf outing! We're proud to support & partner with such a mission-driven organization, a& we look forward to seeing Africa U's continued impact in the years to come. Pictured: Joe Halwax, Jim Salley & Bishop Holston (@UMCSC)

Our partners @FFEvangelism were recently granted a $1.25 million grant from Lilly Endowment Inc. to help empower smaller congregations to launch new evangelistic experiments. Congratulations to the Foundation. ow.ly/Q46850T8Mrk

Review the latest in market and economic developments, including weaker performance from the Magnificent Seven stocks, in our latest Monthly Investment Report. The report also explains what drove fund performance in July. ow.ly/t3jB50SY3Hr.

While markets had a tough start to the week, our MaaG vid. details renewed investor interest in small & mid-cap stocks. Connie provides an update on inflation & the labor market, which sets the foundation for how markets will continue to react through Aug. ow.ly/vGmq50STW21

Are you ready for it? It’s the start of a new era! Johara Farhadieh begins her role as Wespath’s CIO today, replacing Dave Zellner who is retiring after 27 years. Get to know Johara & learn about her goals for the next era of Wespath investments. ow.ly/XjBC50SPfCQ

Through our partnership w/ @TxMethodistFdn, we're proud to support the next generation of innovators, creators, investment managers & business professionals at @HustonTillotson.
Visit #HTU’s website to learn more & to connect with them on social media! ow.ly/wR8a50SKu6i

Meet our newest Investments team member, Hoa Quach, CFA! Hoa sits down with Johara Farhadieh & Frank Holsteen to discuss her new role as Director of Public Markets. Johara, Frank & Hoa also talk about their near-term plans for Wespath’s investment program! ow.ly/qYEX50SFtvj

On Aug. 1 we'll bid farewell to Dave Zellner, a true visionary & leader, as he embarks on a new chapter. We gathered to celebrate his inspiring career at a retirement gathering. Thank you for your many years of dedication, Dave. Your impact will live on for years to come! 🎉

Q2 webinar is live! We say goodbye to CIO Dave Zellner, ahead of his retirement & hello to our new Director of Public Markets, Hoa Quach, CFA. Our team also highlights the latest in financial markets, fund performance & our shareholder engagement efforts. ow.ly/mu0X50SFtli