Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and 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.
Conference Call Details:
Wednesday, January 13, 2016
3:30 p.m. – 4:30 p.m., Central
Conference Call: 1-888-317-6003
Participant Elite Entry Number: 1985716
Participants will need the Elite Entry number to join the conference call.
*Click HERE to save the meeting to your Microsoft Outlook calendar.*
“Money Market Mutual Fund Reform Is Upon Us“
The U.S Securities and Exchange Commission has adopted new rules for money market mutual funds that will go into effect in 2016.
What impact do these reforms have on you?
Presented by Bill King, Senior Vice President,
Cavanal Hill Investment Management
Web Presentation: On Wednesday, January 13th, click here to access the presentation document just before the call begins.
Questions: To submit questions in advance, click here. All questions will be sent anonymously to our presentation team. Questions may also be submitted verbally during the Q&A portion of the call.
Speakers Panel:
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 for 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.
- Brian Henderson, CFA®
President, Cavanal Hill Investment Management
Brian serves as Cavanal Hill’s President and Chief Investment Officer. He oversees Cavanal Hill’s Fixed Income Management team and is responsible for the execution of the taxable fixed income process. Brian established Cavanal Hill’s fixed income philosophy and process in 1993 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. Lipper has presented him with Performance Achievement Certificates for the number one mutual fund performance rankings six times between 1998-2006. Under Brian’s leadership, Cavanal Hill’s fixed income team’s investment performance has been highlighted in several national publications including the Wall Street Transcript, Kiplinger, USA Today, S&P Research, Wealth Magazine and by Morningstar.
Bill King, MBA, CMFC®
Senior Vice President, Cavanal Hill Investment Management
Bill is Senior Vice President and Director of Sales for Cavanal Hill Investment Management. He began his tenure with Cavanal Hill in January 2013. He comes from the Ivy Investment Management Company where he served as a Vice President and Client Portfolio Strategist. He also served as Vice President and National Director of Sales Support for Waddell & Reed, Inc. Bill is a keynote speaker and has presented to thousands of investment professionals all over the country on a variety of economic topics. Bill earned a Bachelor of Science Degree in Technical Education as well as a Master’s Degree in Business Administration from Oklahoma City University. He is a Chartered Mutual Fund Counselor and is a former member of the National Association of Forensic Economics. Additionally, Bill is a veteran of the United States Navy.
© BOK Financial Corporation. Services provided by Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, Colorado State Bank and Trust, divisions of BOKF, NA, Member FDIC. BOKF, NA is a subsidiary of BOK Financial Corporation.
