You’re Invited: BOK Financial’s Economic and Market Outlook Call



Outlook Call

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call.

Wednesday, October 12, 2016

3:30 p.m.-4:30 p.m. Central

Conference Call Number: 1-888-317-6003

Participant Elite Entry Number: 7580285

Conference Call Topics:
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. We’ll also be discussing:

Understanding The Cyber Threat Exposure In The Financial Sector

Presented By: David Poczynek – Senior Vice President, Chief Information Security Officer for BOK Financial

Cyber Crime is rampant and will continue given the opportunity for mass compromise and quick profits, but the vast majority of cybercrime remains opportunistic in nature. A little awareness can make a big difference in shifting the odds in your favor.

Web Presentation                                       Submit a Question

Access to the web presentation will be made available on Wednesday, October 12. You may submit a question in advance using the link above. All questions will be submitted anonymously to our presentation team. Questions may also be submitted verbally during the Q&A portion of the call.

Speaker Bios:

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 of 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 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. 

David Poczynek – Senior Vice President, Chief Information Security Officer
Over the past two decades, David has served in cyber security and information technology leadership roles in both the Financial Services and Oil and Gas industry sectors. Mr. Poczynek has implemented and managed information security programs for a number of Fortune 500 companies including Williams Energy, Saudi Aramco, and Bank of America. Mr. Poczynek is a retired U.S. Army Officer with 22 years of service, and has a B.S in Information Technologies.
His professional certifications include the Certified Information Systems Security Professional (CISSP) and Information Technology Infrastructure Library Technologies Library (ITILv3). Mr. Poczynek’s military awards include the Special Forces Tab, Master Parachutist’s badge, and Master Freefall Parachutist’s badge.