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

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, January 14, 2015

3:30 p.m. – 4:30 p.m., Central

Conference Call: 1-888-317-6003

Participant Elite Entry Number: 8698350

 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:

“2014: The Year of the Dollar”

Presented by David Maher, Senior Vice President, Foreign Exchange Manager

Will the trend continue in 2015?

Web Presentation: On Wednesday, January 14, visit and click on the presentation link to access the 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.


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.


David Maher

Senior Vice President, Foreign Exchange Manager

David Maher joined Bank of Oklahoma in 2008. He offers clients a suite of foreign exchange analytical services designed to improve trading results and streamline hedging strategies employing technical and fundamental analysis. Prior to joining the bank, Mr. Maher spent 12 years at ABN-AMRO in Chicago managing currency risk and hedging strategies for large corporate clients. David also managed a currency portfolio at a hedge fund for 2 years besting industry standards. Mr. Maher has nearly 30 years of experience in the foreign exchange markets with money center institutions. David attended St. Peter’s College in New Jersey.


© BOK Financial Corporation. Services provided by Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, Colorado State Bank and Trust, divisions of BOKF, NA, Member FDIC. BOKF, NA is a subsidiary of BOK Financial Corporation.