THE WORD ON THE STREET, August 2026:A Mid-Year Conversation on Investment Philosophy, Performance, & Perspective

THE WORD ON THE STREET, August 2026: A Mid-Year Conversation on Investment Philosophy, Performance, & Perspective
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U.S. financial markets enter August 2026 with investors balancing optimism, volatility, and questions about risk. While strong markets can make performance look easy, they can also hide concentration, poor diversification, and return-chasing strategies that may be exposed when conditions shift.
As Warren Buffett famously said, “Only when the tide goes out do you discover who’s been swimming naked.” This timely discussion will ask: Have the fundamentals of institutional investing changed? The webinar will explore the risks of index investing, the importance of diversification and fiduciary discipline, and how UPMIFA compliance should inform institutional portfolio oversight.
Featuring TPF’s John Furlow, and Segal Marco Advisor’s Keith Reynolds and Benjamin Hall, this session will address current market conditions, TPF fund performance, and how TPF’s managers are positioning portfolios amid today’s uncertainty.
Please join us on Tuesday, August 11, 2026, at 11:00 a.m. CT for “THE WORD ON THE STREET, August 2026: A Mid-Year Conversation on Investment Philosophy, Performance, and Perspective.”
After this session, participants will be able to describe current market conditions, review recent TPF fund performance, and identify key risks related to index investing, diversification, return-chasing, and fiduciary oversight.