Category: Uncategorized

FEATURED TOPIC: Holiday Spending Trends and the Changing Landscape of Retail Retail is one of the industries we are most familiar with this time of the year, but what are companies doing to keep our dollars in their stores? We will discuss how this year’s holiday spend measures up to prior years, along with macro trends we see as brick-and-mortar is evolving to compete against e-commerce. SPEAKERS: Jim Huntzinger, Executive Vice President, Chief Investment Officer Brian Henderson, CFA®, President, Cavanal Hill Investment Management Benjamin Wolthuizen, Equity Research Analyst, Cavanal Hill Investment Management   Wednesday, January 8, 2020 3:30- 4:30 p.m.

  Remember, BOK Financial’s Economic & Market Outlook Call featuring Chief Investment Officer, Jim Huntzinger is today. We look forward to you joining us. Wednesday, April 10, 2019 3:30 p.m – 4:30 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 8413498 Access to the web presentation will be made available on Wednesday, April 10. 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. Speaker Bio: Jim Huntzinger – Executive Vice President, Chief Investment Officer

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 18, 2018 3:30 p.m – 4:30 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 8833349 Featured Topic: The New Interest Rate Environment: Managing Floating Rate Risk: For the first time in over a decade, the Federal Reserve is currently in an extended rate hiking cycle. What does this mean for floating rate borrowers, and

If you missed the BOK Financial Economic & Market Outlook Call or would like to listen to the call again, a replay is now available. To access the audio recording: Dial: 1.877.344.7529 Access Number: 10113673 The replay will expire on February 17, 2018 at 8:00 a.m. Central. Web Presentation

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, July 12, 2017 3:30 p.m – 4:30 p.m. Central Conference Call Number: 1.888.317.6003 Participant Elite Entry Number: 0584188 Featured Topic: Puerto Rico Bankruptcy: As recently as early 2014, Puerto Rico was rated as an investment grade municipal bond issuer. Now, it is being considered the largest municipal bankruptcy in history. So what happened? We will discuss what

August 25, 2015 UPAL has been closely monitoring the volatility and recent dramatic decline in the financial markets. All three primary U.S. indexes have posted significant declines, particularly since Thursday and continuing today. The issues that are adversely affecting these markets are both global and domestic. Globally, the primary focus of concern is on China. The reported slowing growth in domestic product , devaluing China’s currency by the government, a lowering  of expected manufacturing output, strengthening U.S.  dollar, and increasing involvement of the Chinese government in the activity of the markets have all acted in concert to erode confidence in

There is so much information out there on HIPAA security requirements that it can easily get confusing, frustrating, and overwhelming. These webinar events provided at no charge from UPAL’s preferred IT and network engineering partner, The ArcLight Group, will help shed light on the HIPAA security requirements and the things you need know to stay compliant from an IT perspective. Topics covered will include encryption, network safeguards, security of ePHI & keeping your EHR HIPAA compliant.  Also discussed will be a list of questions we like to call -“Compliance Questions You Didn’t Know To Ask” See webinar details below or