GUMF Hosts Wespath Investment Forum on Wednesday, September 22

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Dave Zellner,  
Wespath Chief
Investment Officer

 
Joe Halwax, 
Wespath Managing Director,           
Institutional Investments
 


Date: September 22, 2021

Time: Noon to 1:00 p.m. (Eastern)

Location: Zoom

Link to Join Webinar: https://us06web.zoom.us/j/81051754032

On Wednesday, September 22, 2021, from noon to 1:00 p.m., Georgia United Methodist Foundation President and CEO Mathew A. Pinson and Board Chair Kathryn H. Dennis will host an Investment Forum with Wespath Institutional Investments via Zoom.

Wespath’s Managing Director of Institutional Investments Joe Halwax will provide an overview of the GUMF and Wespath partnership. Wespath’s Chief Investment Officer Dave Zellner will provide a global market update. (Please see presenter bios below).

Churches and agencies that invest with GUMF, those interested in investing with GUMF, and anyone interested in learning more about long-term sustainable investments are invited to join us.

The webinar will conclude with a Q&A. Questions can be submitted in advance for the presenters by emailing info@gumf.org.

Registration is not required. If you have any questions, please email us at info@gumf.org or call us at 770-449-6726 or 877-220-5664.

Presenter Bios

Dave Zellner
Wespath Chief Investment Officer

Dave has been with Wespath Benefits and Investments (Wespath) since 1997. He is responsible for managing the entire Wespath investment operation comprised of Investment Management, Sustainable Investment Stewardship, and Institutional Investment Services. This includes serving as CIO of each of Wespath’s subsidiaries, with responsibility for executing their respective investment programs as directed by their Investment Policies. Former employers include Shell Oil Company where he managed equity portfolios for Shell’s retirement plans, and Investment Research Company (an investment management firm) where he was a portfolio manager and responsible for managing the firm’s investment operations. Dave received his bachelor’s degree in Finance from Louisiana State University and his MBA from the University of Houston.

Joe Halwax, CAIA, CIMA
Wespath Managing Director, Institutional Investment Services

Joe joined Wespath in March 2019. As the managing director of Institutional Investment Services for Wespath and its subsidiaries, he is responsible for the organization’s institutional sales, marketing and client servicing efforts. He leads a team of professionals who are responsible for expanding Wespath and its subsidiaries’ reach among United Methodist-related institutional investors. Prior to this role, Joe was senior vice president and regional manager of Institutional Investments at PNC, where he was responsible for the Midwest and West Coast markets as well as PNC’s Healthcare National Practice Group. He has extensive experience servicing nonprofit institutions with a focus on sustainable investments. Joe received a bachelor’s degree in Finance from the University of Illinois and his MBA from the Gies College of Business at the University of Illinois. He holds the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.