Live from Wespath 2024: Our World

Introduction from Co-hosts
Message from General Secretary
Our World-An Update on Your Investments, Financial Markets and the Economy
A Conversation on Finances and the Future
Dave Zellner, Chief Investment Officer
Johara Farhadieh, Deputy Chief Investment Officer
Ryan Nilsson, Content Manager, Investments
Ryan, Dave and Johara will discuss Johara stepping into the CIO role later this year and highlight Wespath’s retirement program priorities for today, and long-term.
Investment Update and Outlook
Ryan McQueeney, Manager, Investments Marketing and Communications
Frank Holsteen, Managing Director, Investment Management
Connie Christian, Manager, Fixed Income
Amy Bulger, Director, Private Markets
Learn about the market and economic factors impacting your retirement portfolio, and what to expect in 2024.
Driving Change through Shareholder Engagement
Ryan Nilsson, Communications Content Manager, Investments
Lucas Schoeppner, Manager, Sustainable Investment Stewardship
Shareholder engagement is a tool Wespath uses to drive progress on sustainability issues we have a moral and financial imperative to address. This session will focus on our recent efforts.
00:00 Introduction
02:52 Andy Hendren Welcome
06:23 A Conversation on Finances and the Future
26:52 Investment Update and Outlook
50:54 Message from Wespath's Institutional Investments Team
52:18 Driving Change through Shareholder Engagement