Annual Investors’ Briefing: An Opportunity to 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 Advisor will share market insights.

Josh Nagel, managing director of Merrill Lynch’s Global Institutional Consulting group, the Foundation’s investment partner, will speak about 2024 Foundation fund performance and current market trends. Nagel, who was named “best-in-state wealth advisor” in 2024 by Forbes Magazine, has more than 20 years of experience in financial advising. He and his team provide guidance for over $2.5 billion in assets for families and institutions.

The 2025 AIB will be held via Zoom from 10 a.m. to noon on Thursday, May 22, 2025. Register here.