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, April 15, 2015
3:30 p.m. – 4:30 p.m., Central
Conference Call: 1-888-317-6003
Participant Elite Entry Number: 5649337
Participants will need the Elite Entry number to join the conference call.
*Click HERE to save the meeting to your Microsoft Outlook calendar.*
Presented by Matt Stephani, Senior Vice President, Equity Portfolio Manager
What caused the rapid decline in prices and what do we expect going forward?
Web Presentation: On Wednesday, April 15, 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.
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.
J. 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.
Matt Stephani, CFA®
Senior Vice President, Equity Portfolio Manager
Matt is responsible for the management of the investment team that conducts the fundamental equity research for Cavanal Hill Investment Management. The fundamental equity funds that Matt is responsible for include Cavanal Hill’s Large Cap Core Fund and the Cavanal Hill Opportunistic Fund. He also provides fundamental equity analysis and investment management for the Cavanal Hill World Energy Fund. Prior to joining Cavanal Hill in 2006, Matt was a Senior Vice President and Portfolio Manager at Great Companies, LLC. During his five year tenure, he co-managed four large capitalization equity strategies and was the firm’s lead analyst for the healthcare, software and industrial sectors. From 1995 to 2001, Matt worked for the accounting firm Deloitte & Touche serving, at one point, as a National Office Accounting Research Manager. In 1995, he concurrently earned both a Bachelor of Science Degree and a Master’s Degree in Accounting from Brigham Young University. Matt holds the Chartered Financial Analyst designation.
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