Annual Investors’ Briefing: Learn About the Current Market

Each year, the Virginia United Methodist Foundation holds the Annual Investors’ Briefing (AIB) so our churches and clients can learn about current economic trends and the performance of our four investment funds from our partners at Merrill Lynch.

Join us for this special annual event, held virtually so you can join from anywhere! Learn more about market conditions and VAUMF fund performance from our expert partners at Merrill Lynch.

Merrill Lynch investment advisors will share market insights.

Junaid Ahmad, Senior Vice President of Merrill Lynch’s Global Institutional Consulting group, the Foundation’s investment partner, will speak about 2025 Foundation fund performance and current market trends. Junaid was named “best-in-state wealth advisor” in 2025 by Forbes Magazine and has more than 20 years of experience in financial advising. He and his team provide guidance for over $1.7 billion in assets for families and institutions.

Joseph Curtin is a managing director and head of portfolio management for the chief investment office (CIO) within Bank of America Corporation supporting Bank of America Private Bank and Merrill Lynch. He is responsible for managing equity and multi-asset model portfolios across the wealth management businesses. Joe is a voting member of the Global Wealth & Investment Management Investment Strategy Committee (GWIM ISC), head of the GWIM Investment Management Committee and a voting member of the GWIM Portfolio Construction Committee.

The 2026 AIB will be held via Zoom from 10 a.m. to noon on Thursday, May 21, 2026. Register here.