Investment Forum

Opening Session

The Investment Forum, held on April 21, 2021, provided an inside view of how the University of Oklahoma Foundation stewards the endowed dollars entrusted to us. Endowments are critical, as they help to sustain programs, faculty and students and foster excellence in teaching, research and education. During the Investment Forum, participants learned about the impact of endowments and the margin of excellence they provide for the University of Oklahoma.

We invite you to watch recorded versions of this year's opening session as well as breakout sessions on the topics below. All sessions include a recorded question and answer.

Session Overview

This session provides an overview of the current investment process and historical results of investments at the University of Oklahoma Foundation. Full-time professional oversight of the OU Foundation’s assets is the hallmark of the Foundation’s investment strategy. Our investment team is guided by sound governance set forth by select Foundation Trustee members. Our nimble framework allows staff members to find opportunities that will earn the total return necessary to maintain distributions over time, while carefully managing associated investment risk. The investments of the Foundation’s assets allow donors’ gifts to maximize the sustainability of important programs at the University of Oklahoma, including student scholarships and endowed faculty positions.

Brad Johnson, CFA, Chief Investment Officer

As CIO of the University of Oklahoma Foundation, Brad oversees the Foundation’s investment process and the investment team that oversees the Foundation’s $1.7 billion endowment. In his role, Brad evaluates global investment themes and strategies within equities, fixed income and private investments. Previously he was a Managing Director at Cambridge Associates and served as the director of quantitative research and derivatives implementation group.

Session Overview

This session provides an overview of the governance of the University of Oklahoma Foundation, Inc. The strength of the OU Foundation is directly tied to the high quality of its Board and the committees on which the members serve.

As a 501(c)(3) organization, the University of Oklahoma Foundation is organized under the laws of the State of Oklahoma for charitable purposes and is governed by a self-perpetuating Board of Directors composed of up to 40 volunteer professional and business leaders-all of whom are OU alumni- and all of whom have a great love for the University, its students, faculty and programs.

Pattye L. Moore

Pattye served as the chairman of the board for Red Robin Gourmet Burgers and currently serves on the board of directors for ONEOK, ONE Gas and QuikTrip Corporation. She spent 12 years at Sonic Corp, serving most recently as president of the company and a member of the board of directors. Prior to that, she was executive vice president and senior vice president of marketing for Sonic. She is the co-author of Confessions from the Corner Office, a book on leadership published by Wiley & Sons in 2007. She holds a 1979 bachelor’s degree in journalism from OU. Pattye currently serves on the Board of Visitors for Gaylord College of Journalism and has been a Foundation Trustee since 2013.

Dan Evatt

Dan holds a 1974 bachelor’s degree from OU, along with an advanced management certificate from the University of Michigan and a senior management certificate from the Institute of Management Development in Lausanne, Switzerland. Most recently, he retired as chief operational officer of Brainerd Chemical Co., where he now serves as a consultant. Previously, he was vice president of global accounts for AT&T and led globalization efforts for AT&T’s enterprise telephone systems unit while president of AT&T-EMEA in Brussels, Belgium. Dan is an executive coach who leads efforts in change management and business development. He has been a Foundation Trustee since 2019.

Session Overview

The sole reason for the existence of the University of Oklahoma Foundation is to serve the University of Oklahoma and the generous donors who support the University. As the University of Oklahoma enters a new strategic plan, Lead On, University, the Foundation and its Trustees have renewed their commitment to ensuring that the Advancement organization supporting the University has the personnel and tools needed to enter its second century as a center for excellence in higher education. Guy Patton outlines the vision for this reorganization and investment into fundraising.

Guy Patton, President and CEO

Guy Patton has served as president and CEO of the University of Oklahoma Foundation since 2007. Under his watch, assets of the Foundation have grown to exceed $2 billion. Previously, Guy was with Fidelity Investments for more than 22 years. He joined Fidelity in 1985 as a sales representative in its retail business. He held numerous positions within the finance function during the early part of his career at Fidelity, including leading in Fidelity’s institutional retirement business, tax-exempt services and finally, global human resources, where he also served as a member of Fidelity’s 12-person executive committee. Guy received his bachelor’s and master’s degrees in economics from the University of Oklahoma.

Session Overview

The University of Oklahoma acts as a steward of privately contributed resources, ensuring that they are used in compliance with donor intent and maintained separately from public funds. When these gifts are placed in endowments, they provide for the University of Oklahoma in perpetuity. Endowments are governed by an Agreement which ensures adherence to donor intent. This session discusses scholarship endowments and their governance.

Jana Moring, Assistant Vice President for Communications and Donor Services

In her role at the Foundation, Jana Moring oversees communication strategies and the overall donor services and donor relations for the OU Foundation. No stranger to OU, or the Foundation, Moring served as the director of donor relations for the Foundation since 2010. She has also worked for OU as the development officer in charge of major gifts for the Michael F. Price College of Business, and as a writing and research specialist for the central Office of Development.

Prior to Moring’s work at the OU Foundation, she served for three years as a development officer with Pioneer Library System in Oklahoma, as well as an adjunct professor of business communication in Price College. Moring earned both her BA in English and her master’s in library and information studies from OU. In 2008, she obtained classification as a Certified Fund Raising Executive (CFRE). She also holds a certificate in non-profit executive leadership from the Indiana University Lilly Family School of Philanthropy.

Trent Wells, Chief Financial Officer

As chief financial officer, Trent Wells oversees financial reporting and accounting for the OU Foundation. Wells has two degrees from the Price College of Business at the University of Oklahoma, receiving his BBA in Accounting in 1998 and his Master of Accountancy in 1999.

Wells is a certified public accountant and worked at Arthur Anderson and Ernst & Young prior to arriving at the Foundation in 2003.

Having grown up in Norman, Wells and his wife of 21 years have 4 children. He enjoys coaching youth sports and serves on two boards overseeing the youth baseball/softball, basketball, football and volleyball leagues and tournaments.