Investment Forum

The 2017 University of Oklahoma Investment Forum will be held from 9:00 a.m. to 12:30 p.m. Tuesday, June 6, in the East Club at the Gaylord Family - Oklahoma Memorial Stadium on the Norman campus. The event is sponsored by the University of Oklahoma Foundation.

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.

Representatives from the Foundation’s investment consultant firm, Cambridge Associates, will provide an overview of trends in the general market. The event also will feature Foundation investment staff who will speak on the structure and performance of the organization’s endowment portfolio.

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 Jana Moring at (405) 310-4848 or jmoring@ou.edu.


Investment Forum Agenda


9:10 a.m.


Welcome & Opening Remarks
Guy Patton, President
The University of Oklahoma Foundation


9:20 a.m.


Foundation Endowment Portfolio Update
Brad Johnson, Chief Investment Officer
The University of Oklahoma Foundation


9:40 a.m.


Market & Financial Market Outlook
Cambridge Associates


10:15 a.m.


Morning Break


10:30 a.m.


Guest Speaker
Ross Gatlin, Prophet Equity


11:30 a.m.


Lunch and Q/A


12:30 p.m.


Optional tour of new South End Zone

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