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 13, 2016
3:30 p.m. – 4:30 p.m., Central
Conference Call: 1-888-317-6003
Participant Elite Entry Number: 0214461
Participants will need the Elite Entry number to join the conference call.
*Click HERE to save the meeting to your Microsoft Outlook calendar.*
“Observations About Bank Lending and Energy”
Presented by Stacy Kymes, Executive Vice President,
Web Presentation: On Wednesday, April 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.
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.
Executive Vice President, Corporate Banking
Stacy joined BOK Financial in 1996 as Chief Auditor before moving to the Corporate Controller position. From there, his responsibilities grew to include mergers and acquisitions, as well as investor relations. In 2008, Stacy was named Treasurer, overseeing all asset-liability management, liquidity, capital management and securities portfolio management. Stacy is now Executive Vice President, Corporate Banking for BOK Financial. He oversees all of the specialized banking areas within the Commercial Banking division, including energy, commercial real estate, healthcare and commercial strategies. Stacy also has oversight for TransFund, the eighth largest ATM network in the U.S.
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