CFA Society Oklahoma

03/04/2024

Congratulations to Tulsa University, the University Challenge winners! Team Tulsa University members Ian Bates, Raegan Beeding, Ileana Braddock, Alisa Grigorieva, and Jackson McKinney. They prevailed against strong competition from the University of Oklahoma, and SWOSU. Team Tulsa University was aided by faculty representative Tally Ferguson. In addition to winning $150 each along with a trophy, the team will advance to the Sub-Regional competition level where they will face teams from the Americas region. Beyond that level, the winning teams will compete in the Regional Semifinals, Regional Finals, and ultimately the Global Final against teams from EMEA and Asia Pacific. Congratulations and good luck to team Tulsa University!

The CFA Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst. For more information visit
https://lnkd.in/eCC79CY.

We would like to thank the volunteers for their help in making this a successful event.

02/19/2024

CFA Society Oklahoma is proud to present our 2024 Annual Dinner.

We are extremely fortunate to announce Claudia Sahm as our headline speaker. Claudia is a highly regarded expert on monetary and fiscal policy and the developer of the “Sahm Rule”, a closely followed indicator of the business cycle. Claudia spent over 12 years at the Federal Reserve most recently as a Principal Economist and Section Chief and has advised key decision makers within the Fed, Congress, and the White House. This event will be promoted to the financial services and business communities along with Oklahoma colleges and Universities.

Register Now: https://lnkd.in/gnPhqX5x

12/22/2023

Join CFA Society of Oklahoma on
January 4th at 12pm-1pm
for a virtual event with Kendra Barnes at Arvest Trust and Wealth.

Please join CFA Society Oklahoma for a presentation by Kenra Barnes, Senior Vice President, Trust Officer, and Local Trust Manager at Arvest Bank. She will be discussing an overview of personal trusts. Discover the ins and outs of estate planning and the overall effects it can have.

Welcome! You are invited to join a meeting: Personal Trusts: An Overview. After registering, you will receive a confirmation email about joining the meeting.

11/28/2023

CFA Society Oklahoma Holiday Social

Please Join the CFA Society Oklahoma on Thursday, December 7th from 4pm-6pm for a Holiday Social. We will be serving appetizers, desserts, cocktails, w**e, b**r, and assorted non-alcoholic beverages.
We hope you can join us!

OKC: https://cvent.me/XZnNOk
TULSA: https://cvent.me/Rwb3an

09/27/2023

https://share.hsforms.com/1j-b5IyglQNyEjwtjnteewgcontx

09/01/2023

Please join us for a Social in Tulsa and OKC at the Dust Bowl, on September 7th. It's a great opportunity to meet other Oklahoma CFA Society members. Hors D’oeuvres, cocktails, w**e, b**r, and assorted non-alcoholic beverages will be served. We hope you can join us!

Tulsa: https://web.cvent.com/event/2570eda7-470f-4a6f-acc9-054e50cde28c/summary?i=RANfgtoGdECWVpWL4ZSbDA
OKC: https://web.cvent.com/event/246f7115-68f1-4946-9b6d-fa05c7522cc8/summary?i=GvtiAKPq_0atsbLp7JGRSA

05/01/2023

Please join us on May 18th with Michael A. Gayed.
Before It’s Too Late: Using Lumber And Gold To Actively Manage Stocks And Bonds

Michael A. Gayed authored five award-winning white papers on stock market anomalies from 2014 to 2020, one of which is the 2015 Founders Award study titled “Lumber: Worth Its Weight in Gold Offense and Defense in Active Portfolio Management.” His paper documents how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening research focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle, and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers.

Register Now!
Tulsa: https://lnkd.in/gVxCXRiv
OKC:https://lnkd.in/g4wQvhr7

03/15/2023

CFA Society Oklahoma is proud to present the 2023 Annual Dinner, presented by Full Sail Capital. Join us for the premier event for investment professionals in Oklahoma. The 2023 Annual Dinner will feature a presentation by Morgan Housel, a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. His book, “The Psychology of Money” has sold over one million copies and has been translated into over 40 languages. Join your fellow professionals and friends to hear an insightful presentation on behavioral finance and get the latest updates from CFA Society Oklahoma. This event will be promoted to the financial services and business community throughout Oklahoma and beyond, making it a networking and sponsorship opportunity your company won’t want to miss.
https://cvent.me/5r3y7N

03/07/2023

Please join CFA Society Oklahoma April 27th at the Omni Hotel OKC for the premier event for investment professionals in Oklahoma. The 2023 Annual Dinner will feature a presentation by Morgan Housel, a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. His book, “The Psychology of Money” has sold over one million copies and has been translated into over 40 languages. Join your fellow professionals and friends to hear an insightful presentation on behavioral finance and get the latest updates from CFA Society Oklahoma. This event will be promoted to the financial services and business community throughout Oklahoma and beyond, making it a networking and sponsorship opportunity your company won’t want to miss.

Register today for this special event now!

https://cvent.me/5r3y7N

03/01/2023

Team Crimson members Dillon Martin, Noah Andes, Maxwell Reed, and Tucker Hastings prevailed against strong competition from the University of Tulsa, Oklahoma City University, and another team from the University of Oklahoma. Team Crimson was aided by faculty representative Jason Turkiela. In addition to winning $150 each along with a trophy the team will advance to the Sub-Regional competition level where they will face teams from the Americas region. Beyond that level the winning teams will compete in the Regional Semifinals, Regional Finals, and ultimately the Global Final against teams from EMEA and Asia Pacific. Congratulations and good luck to team OU!

The CFA Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst. For more information visit

https://www.cfainstitute.org/en/societies/challenge.

We would like to thank the following volunteers for their help making this a successful event: Faculty representatives: Jason Turkiela, Tally Ferguson, and James Ma; Industry mentors: Debbie Fleming and Chas Craig; Graders for the written report: James Savage, Jacob Willis, Liu Liu, and Susan Williams; Judges for the final presentations: Doug Gray, Michael Gentry, and Sam Jurrens. Without the key support of these volunteers, none of this could be possible.
https://www.cfasociety.org/oklahoma/blogs/sydney-willis/2023/02/27/cfa-research-challenge-oklahoma-local-competition