Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for a Mid-Year 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.
Wednesday, July 11, 2018
3:30 p.m – 4:30 p.m. Central
Conference Call Number: 1.888.317.6003
Participant Elite Entry Number: 6887739
Access to the web presentation will be made available on Wednesday, July 11. 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 Bios:
Jim Huntzinger – Executive Vice President, Chief Investment Officer
Jim Huntzinger is executive vice president and chief investment officer of BOK Financial. He is responsible for managing the Strategic Investment Advisors, Alternative Investments Group, and Cavanal Hill Investment Management, Inc. Jim began his career with BOK Financial in 1982 as a government securities trader and became chief investment officer of the Trust division in 1992. A decade later, he was named chief investment officer for the corporation.
As part of his current role, Jim serves on BOK Financial’s asset and liability committee, which manages the corporation’s interest rate and balance sheet risk. Jim earned his bachelor’s degree from Ball State University and attended the American Bankers Association School of Financial and Funds Management at the University of Oklahoma.
J. Brian Henderson, CFA® – President, Cavanal Hill Investment Management
J. Brian Henderson has served as the president of Cavanal Hill Investment Management headquartered in Tulsa, Oklahoma, since 2002. Brian is responsible for all aspects of the firm, including portfolio management, trading, risk management, sales, client servicing, and compliance. In 1993, Brian established Cavanal Hill’s fixed income philosophy and processes while serving as the firm’s director of Fixed Income Strategy and as a portfolio manager for the taxable and tax-exempt fixed income and money market strategies. Under Brian’s leadership, several national publications have recognized Cavanal Hill’s money market, fixed income, and equity investment performance.
Prior to joining Cavanal Hill, Brian was the head taxable fixed income trader for BOK Financial’s Capital Markets group. Brian earned a Bachelor of Business Administration in Finance from Southern Methodist University. He is a Chartered Financial Analyst® (CFA) and has served as a CFA exam grader. He is also the past president and a former board member of the local CFA Society. Brian is an Executive Board member of the Boy Scouts of America’s Indian Nation Council.
