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, October 21, 2015
3:30 p.m. – 4:30 p.m., Central
Conference Call: 1-888-317-6003
Participant Elite Entry Number: 8145170
Participants will need the Elite Entry number to join the conference call.
*Click HERE to save the meeting to your Microsoft Outlook calendar.*
Financial Focus:
“ETFs: Performance & Liquidity During Recent Volatility“
Presented by Clint Dishman, Senior Vice President,
Manager of Strategic Investment Advisors, BOK Financial
Market volatility has increased recently. What effect has it had on Exchange-Traded Funds (ETFs)?
Web Presentation: On Wednesday, October 21st, 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.
Clint Dishman, CFA®, MBA
Senior Vice President, Manager of Strategic Investment Advisors
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 fifteen 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.
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