Q2 2026 Investment Insights Webinar

Published on: July 16, 2026

In this quarter’s Investment Insights webinar, our team provides updates on economic activity, financial markets and drivers of Wespath fund performance. The webinar also features discussions on SpaceX’s historic IPO, the research that drove recent equity fund changes and how those changes may broaden an investor’s asset allocation considerations.

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Individual Webinar Segments

Wespath’s team discusses SpaceX’s recent IPO, including why it seems to be gaining so much attention, how it differs from traditional IPOs and what impact Wespath investors can expect to see in their portfolios.

Q2 2026 Investment Insights Webinar: Why Everyone Seems to Be Talking About SpaceX

Joe Halwax and Karen Manczko discuss Wespath fund performance, market trends and key themes shaping the outlook for the second half of the year such as AI infrastructure, IPO activity, geopolitics and Federal Reserve policy.

Q2 2026 Investment Insights Webinar: Market and Fund Update

This segment follows the development of Wespath’s Opportunistic Equity Fund to illustrate how investment research, manager selection and governance shape Wespath’s disciplined, evidence-based approach to fund decisions.

Q2 2026 Investment Insights Webinar: From Whiteboard to Real World: How a Research Idea Becomes a Wespath Fund

Our team discusses how Wespath designs custom investment allocations, using hypothetical investor profiles to illustrate how differing goals, spending needs and risk tolerance can lead to different portfolio solutions.

Q2 2026 Investment Insights Webinar: How a Custom U.S. Equity Allocation Comes Together