Investment Forum

The 2018 University of Oklahoma Investment Forum will be held from 9:00 a.m. to 1:00 p.m. Tuesday, May 15, at the Gene Rainbolt Graduate School of Business in Oklahoma City. The event is sponsored by the University of Oklahoma Foundation.

The Investment Forum Agenda is as follows:

9:00 a.m. Welcome & Introduction
Jana Moring, Director of Donor Relations
Guy Patton, President and CEO

9:15 a.m. Investment Office Update
Market & Economic Update
Gene Lohmeyer, Director of Investments
Portfolio Update
Brad Johnson, Chief Investment Officer

10:30 a.m. Manager Update
Tiffany Kosch, Managing Director
CenterGate Capital

11:30 a.m. Break For Lunch

11:50 a.m. Panel Discussion
Joe Castiglione, Director of Athletics
University of Oklahoma
Guy Patton, President and CEO

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. The event will begin with Foundation investment staff who 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 featured speaker is Tiffany Kosch, Managing Director at CenterGate Capital, a $350 million lower middle market private equity fund. Tiffany has over 20 years of investment experience creating value in lower middle market companies. She was a Managing Director at H.I.G. Capital, where she invested in underperforming lower middle market companies for eight years. Her experience covers a broad range of investment structures and types, among them corporate spin-outs and orphans, turnaround equity and distressed debt. Sectors covered are also broad, including business services, consumer products and manufacturing. Tiffany received an MBA from Harvard Business School and a BS, cum laude, from Georgetown University.

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.

Gene Rainbolt Graduate School of Business
University Research Park - OUHSC Campus
865 Research Parkway, 3rd Floor
Oklahoma City, OK 73104

For more information, please contact Jana Moring at (405) 310-4848 or

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