Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & 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.
Wednesday, July 12, 2017
3:30 p.m – 4:30 p.m. Central
Conference Call Number: 1.888.317.6003
Participant Elite Entry Number: 0584188
Featured Topic:
Puerto Rico Bankruptcy: As recently as early 2014, Puerto Rico was rated as an investment grade municipal bond issuer. Now, it is being considered the largest municipal bankruptcy in history. So what happened? We will discuss what led to the bankruptcy, the current state of the commonwealth and the actions Cavanal Hill has taken as a result.
Presented by: Doug Benton, Vice President, Senior Municipal Credit Manager, Cavanal Hill Investment Management
Web Presentation Submit a Question
Access to the web presentation will be made available on Wednesday, July 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 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.
Doug Benton, MBA – Vice President, Senior Municipal Credit Manager, Cavanal Hill Investment Management
Doug Benton is responsible for the tax-exempt credit research function and supports the Cavanal Hill Intermediate Tax Free Fixed Income Fund and the Cavanal Hill Tax Free SMA strategies. Doug received his Bachelors of Business Administration degree in Finance from Baylor University and a Master of Business Administration in Accounting from Rice University. Additionally, Doug is a licensed CPA in Texas and a member of the AICPA and the Texas Society of CPAs.
