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, July 9, 2014
3:30 p.m. – 4:30 p.m., Central
Conference Call: 1-888-317-6003
Participant Elite Entry Number: 5351786
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:
“Principal Preservation”
Presented by Mike Maurer, Senior Vice President, Senior Fixed Income Portfolio Manager, Cavanal Hill Investment Management
Duration control is a hot topic today; but what are other risks in your fixed income portfolio you may not have considered?
Web Presentation: On Wednesday, July 9, visit www.bokf.com 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.
Mike Maurer, CFA®-Senior Vice President, Senior Fixed Income Portfolio Manager, Cavanal Hill Investment Management
Mike is responsible for the management of the team that executes the taxable fixed income funds for Cavanal Hill Investment Management. The fixed income investments that Mr. Maurer is responsible for include Cavanal Hill’s Short-Term Income Fund, the Cavanal Hill Intermediate Bond Fund, and the Cavanal Hill Bond Fund. Additionally he co-manages the Cavanal Hill Balanced Fund. He also provides taxable fixed income analysis and investment management for the Cavanal Hill World Energy Fund. Prior to joining Cavanal Hill in 2002, Mr. Maurer was a senior high-grade and high-yield corporate bond trader for nine years with AG Edwards & Sons. While at AG Edwards, Mr. Maurer was promoted to Fixed Income Strategist and presented insightful analysis on the fixed income markets. Mr. Maurer is a 1993 graduate of Saint Louis University where he received a Bachelor of Science Degree in Finance and a Bachelor of Science Degree in Management. He also acquired a Masters Degree in Business Administration from Saint Louis University in 1997. Mr. Maurer holds the Chartered Financial Analyst designation.
© 2014. 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.
