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WIF – Host live Market and Economic Review – Webinar

February 19 @ 12:00 pm - 1:00 pm CST

WELS Investment Funds
Webinar


Mark your calendar and join us for the first-ever WELS Investments Funds live webinar featuring Vanguard Institutional Advisory Services Senior Investment Consultant William Burns. WELS Investment Funds Executive Director Jim Holm will host the 45-minute webinar planned for Noon (CDT) on Wednesday, Feb. 19, 2020.  For more than 20 years, WELS Investment Funds has faithfully provided investment portfolios for WELS and ELS ministries, and we invite you to learn more about the services we provide.


What you will learn by attending the webinar:

1. An introduction and overview of WELS Investment Funds
2. A recap of the 2019 market performance
3. Investment philosophy of WELS Investment Funds
4. Performance and portfolio construction of WELS Balanced Fund and WELS Endowment Fund
5. The economic outlook and key financial factors that may influence the markets in 2020
6. Live Q & A


Register for the
WELS Investment Funds webinar.
Let’s start the conversation.
Submit your questions for the presenters.

William J. Burns, CFA

William J. Burns, CFA, is a senior investment consultant in Vanguard Institutional Advisory Services® (VIAS™). His responsibilities include providing asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research for endowment and foundation portfolios.

William Burns
Senior Investment Consultant
Vanguard

James A. Holm, CFP®

James A. Holm, CFP®, is the executive director of WELS Investment Funds and WELS Foundation. He oversees the overall operations for both WELS subsidiaries and serves as the primary representative to WELS and ELS affiliated ministries.

James A. Holm
Executive Director
WELS Investment Funds


 

Details

Date:
February 19
Time:
12:00 pm - 1:00 pm
Event Category:
Website:
https://register.gotowebinar.com/register/1585424703556652811

Organizer

WIF

Details

Date:
February 19
Time:
12:00 pm - 1:00 pm
Event Category:
Website:
https://register.gotowebinar.com/register/1585424703556652811

Organizer

WIF

Please contribute your event to our WELS Community Events calendar. This form is to add a scheduled event at your congregation, school, or organization to the calendar AND to request a speaker from WELS missions.  Please make sure all appropriate fields are filled out, including contact information to verify information. If no contact information (e-mail or phone#)  is included, your request may not be posted.

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