Investment Forum

Donors and OU faculty and staff who attend will receive updates on the Foundation’s investment performance during the fiscal year, learn about the organization’s policies and get the latest news on capital markets. Foundation investment staff will speak on the structure and performance of the organization’s endowment portfolio as well as provide an overview of trends in the general market.

Our 2020 Investment Forum will feature two speakers: Sean McCarthy, a Regional Chief Investment Officer for the Southwest Region of Wells Fargo Private Bank, and Dr. Tomás Díaz de la Rubia, the VPRP for the University of Oklahoma. Mr. McCarthy will provide an economic update with a focus on the Southwest regional economy while Dr. Díaz de la Rubia will provide insight into one of OU’s strategic initiatives: increasing research at OU.

We want our stakeholders to know that our outstanding investment results happen by choice, not by chance. Our purpose-driven investment management ensures that donors' gifts will continue to serve the University of Oklahoma far into the future.

For more information, please contact Latoya Groves at (405) 310-4812 or

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