Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business.
Wednesday, April 12, 2017
3:30 p.m – 4:30 p.m. Central
Conference Call Number: 1.888.317.6003
Participant Elite Entry Number: 0003499
Active Versus Passive Investing: While the active versus passive debate continues, we find value in both approaches.
Presented by: Clint Dishman, Senior Vice President, Manager of Strategic Investment Advisors, BOK Financial
Access to the web presentation will be made available on Wednesday, April 12. You may submit a question in advance using the button above. All questions will be submitted anonymously to our presentation team. Questions may also be submitted during the Q&A portion of the call.
Jim Huntzinger – Executive Vice President, Chief Investment Officer
Jim joined Bank of Oklahoma in 1982 as a Government Securities Trader and was named Manager of Trading and Underwriting in the Capital Markets division in 1987. In 1988, he joined the Trust division as Director of Fixed Income Investments. In 1992, Jim was appointed Chief Investment Officer of the Trust Division. In 2002, Jim was named Chief Investment Officer of BOK Financial Corporation. His current duties include: management of the portfolio management group in the Wealth Management division and Registered Investment Advisor, Cavanal Hill. Those entities manage $12 billion. In addition, Jim is actively involved with BOK Financial’s Asset and Liability Committee, which manages the corporation’s interest rate and balance sheet risk. Jim is a member of the Tulsa Community College Foundation Board, where he is currently Chairman of the Finance Committee, and a board member of the San Miguel School of Tulsa Endowment. He is a member of the Oklahoma Society of Financial Analysts and the Association for Investment Management and Research.
Clint Dishman, CFA®, MBA – Senior Vice President, Manager of Strategic Investment Advisors, BOK Financial
Clint manages the Strategic Investment Advisors, which provides the research and analytics that build the foundation for investment services within BOK Financial. Asset allocation research, manager selection and oversight, and market analysis conducted by the group is utilized by the various areas of Institutional Wealth, The Private Bank and BOK Financial Advisors to deliver sophisticated investment solutions for Wealth Management clients. Clint is also responsible for the management of our Institutional Investment Advisors and Retirement Consultants as well as many of the bank’s Collective Investment Trusts. In addition to serving as a member of the Asset Allocation Committee, he also serves as Chairman of the Investment Committee and is a member of the Alternative Investments Committee. Clint has been providing consulting and investment management services for more than eighteen years. He serves as Treasurer for the Mental Health Association Oklahoma Board and is a member of the University of Tulsa’s Collins School of Business Executive Advisory Board. Previously, Clint was Director of Research for First State Financial, and he began his career with PricewaterhouseCoopers, an international consulting and auditing firm. Clint is a Chartered Financial Analyst® (CFA) and a graduate of the University of Tulsa, where he earned a bachelor’s degree in business administration and a master of business administration degree.