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September, 2016Friends of FinanceSeptember 15, 2016October 16, 2016Tim MahoneyMaynard HoltChief Marketing OfficerGlobal ChevroletCo-PresidentTudor, Pickering, Holt & Co.Timothy J. MahoneyservesasChiefMarketingOfficerGlobal Chevrolet andGlobal GM MarketingOperationsLeaderGeneralMotorsCompany. With morethan 30 years ofautomotiveindustrymarketing experience,Mahoneyhassuccessfully managedand led teams in nearly every aspect of the categoryfrom Research and Planning to Product Managementand from Marketing Communications to CustomerDealer Service.Maynard Holt serves asCo-President of Tudor,Pickering, Holt andCompany and leads thefirm’supstreamadvisory business. Mr.Holt was previously aManagingDirectorwith Goldman, Sachs& Co. where he workedin Leveraged andStructured Finance andEnergy & Power /NaturalResources.Holt holds a BA in Economics and Russian from RiceUniversity and an MBA in Public Policy from theJohn F. Kennedy School of Government at HarvardUniversity.Prior to joining Chevrolet, Tim Mahoney was theChief Product and Marketing Officer forVolkswagen. Tim ranked #3 on the list of the world’s50 most influential CMOs, as determined by ForbesMagazine, Nov 2014. He was appointed ChiefMarketing Officer Global Chevrolet and Global GMMarketing Operations Leader in April 2013.Reservations are required. You may register on-line:FOF Meeting Registration or contact Judy Adairjudy-adair@utulsa.edu or 918-631-2588. Friends ofFinance members will have preference untilSeptember 1, 2016.Meeting SponsorsBurt B. HolmesandMary Lee TownsendWe extend our thanks and appreciation to Burt B.Holmes and Mary Lee Townsend for serving as ourLuncheon Sponsors.Reservations are required. You may register on-line:FOF Meeting Registration or contact Judy Adairjudy-adair@utulsa.edu or 918-631-2588. Friends ofFinance members will have preference until October4, 2016Meeting SponsorWe extend our thanks and appreciation to WPXEnergy for serving as our Luncheon Sponsor.
University of TulsaFriends of Finance2016-2017Executive Speaker Series LuncheonsSean ConnTim MahoneyMaynard HoltMichael SkellyCraig JonesChief Marketing OfficerCo-PresidentPresidentPresidentGlobal ChevroletTudor, Pickering, Holt & Co.Clean Line EnergyOklahoma Hospital Assn.September 15, 2016October 18, 2016November 16, 2016January 20, 2017Sponsored by:Sponsored by:Sponsored by:Burt B. Holmes &Mary Lee TownsendBob ZapfelPresidentXerox ServicesFebruary 16, 2017TBATBATBAMarch 2017April 2017May 2017
Finance Faculty NewsMatthew Crook and Brian Walkup,Assistant Professors of Finance,recently had an article accepted forpublication in the Journal ofFinancial Research. The article istitled “Rankings and Trends inFinance Publishing: An IterativeApproach.”In the article, Dr. Crook and Dr.Walkup develop a new methodfor ranking academic journals,universities,anddoctoralprograms using an iterative loopranking system. The systemupdates internally requiring lessdependence on outside inputs,thus improving on prior rankingmethods. They base the rankings on a large, handcollected dataset consisting of information on allarticles published in 20 finance journals over a 30year period.In addition to the ranking system developed in thepaper, Dr. Crook and Dr. Walkup explore trends thathave occurred in the finance publishing environmentacross the 30 years in the dataset. They document anumber of shifts including an increase ininternationalization and an increase in co-authorship.Across time, the number of international universitiesin the Top 50 rankings has increased substantially.Improvements in technology allow greater access toco-authors at a distance, resulting in increases in thenumber of authors per paper and the probability thatco-authors are located at different universities.The extensive dataset was collected by a series ofgraduate research assistants; Dr. Crook and Dr.Walkup plan to use their unique dataset for a numberof other projects in the future.Welcome New Faculty MemberSvetlana Orlova received her Ph.D. in BusinessAdministration with a concentration in Finance atOklahoma State University in December of 2014.Prior to joining the University of Tulsa she worked asa Visiting Assistant Professor at Ohio University.Svetlana received a MBA degree with a concentrationin Finance in 2005 from Northern ArizonaUniversity, and accepted an offer from IntelCorporation for the position of a Senior FinanceAnalyst in a division that manages the majority ofIntel’s commercial contracts with suppliers.However, because of her strong desire for teachingand research, Svetlana decided to pursue a Ph.D.degree. Prior to working at Intel, Svetlana alsoworked several years for Chevron-Kazakhstan JV“Tengizchevroil” in Tengiz, Kazakhstan.Her research interests include corporate, behavioral,and international finance with primary focus oncapital structure and corporate cash holdings topics.Roger P. Bey ScholarshipRecipient ProfileEvan Brugger is currently a MSin Finance student at TU,graduating in 2017. Evangraduated as a Finance major in2014 and went to work forMarinerWealthAdvisors.“After spending a few years atMariner, the esperience openedup other paths I wanted to pursuein Finance. As an MSF student, you are able to defineyour degree through your choice of program tracksthat best suit your goals.”With a goal towards entering the private equity orventure capital areas, Evan has developed an interestin valuation, but also corporate policy. “Dr.Walkup’s class deepened my knowledge of corporatepolicy and incentives involved with corporatedecisions. In addition, a deeper study of portfoliotheory has been the highlight of the program thusfar. Both have helped me develop critical thinkingskills that will help me throughout my career.”“The Bey Finance Scholarship made my pursuit of agraduate degree at TU an accessible reality. I know Iwill receive a great return on the investment of goingback to school, and my graduate scholarship madethis a deal I could not pass up.”
2015-2016Finance Excellence FundThanks to the amazing support of FOF members and friends, we raised 151,955 from 110 donors. On behalf ofall future students who will benefit from scholarships and an improved School of Finance, Operations Management,and International Business as a result of your giving, Thank you!2015-2016 Finance Excellence Fund Honor Members are:Finance Excellence Fund Honor Members are:Finance SponsorMike & Kathi ColbyFinance FounderBob & Sharon PrinceFinance PartnerAl Walker/AnadarkoFinance BenefactorsJoe AdwonTom CampbellSam & Rita CombsHelmerich & PayneJim HollomanMichael KrimbillMarcia MacLeodPhillips 66Bill ThomasFinance PatronsKeith BaileyAllen BarrowArnold BrownRichard & Ellen BurgessMarkham & Becky CollinsDavid EastinBob FredricksonJoel HarperFinance AssociatesBen AbneyNick & Barbara AllenSharon BellLaurie Brown-PurserJeff DavisJake DollarhideKeith GoddardRS JamesGordon NielsenMichael OsborneSteven & Debra HildebrandMariner Wealth AdvisorsCraig OwensJody ParkerDon QuintDerek ReinersFrank RhoadesPam PeckRoberta PrestonPhil ReedyGeorge SchnetzerRichard SullivanTom WarburtonRichard WilliamsonChris WolkingZarrow FoundationAndrew ZiolaFinance FriendsKent AllinghamJim ArensMichael BalpMike BartlettRoger BeyDenie BuchananBUDCO, Inc.Jim ColganAndrew ComstockMegan CordleHarry DandellesClint DishmanFrederick DrummondDavid EnkeBill FaderTally FergusonScott FilstrupKelley FitterSteve GanzkowBob GewenigerJayne GilsingerChris GuglielmoMike HuckabyRussell IorioBob JenningsJack KoehleRobert & Cathy LairdSandy LeedsLouis LuoMax MasonMarc MaunJoe McGrawCallie MitchellJohn MooreGreg OliphantBob PaulsenAlisa PerkinsSteve PolemanBrady PringleTom RedmanPatsy SavageChris ShannonNicole SimmonsCherl SnyderSusan SolenbergerTom SteesBruce StoesserGale SullenbergerBrian SulleyRoss SwimmerBaxter ThormanKent Van ValkenburghDudley VilesSteve WilkersonDaryl WoodardWeidong ZhouFinance DonorsAndrew AguirreTheron BowlingJohn BuxtonJohn HartmanPhilip VilesMeg Whitney
MembershipLast year we had membership of 388. This year our membership goal is 500. If you are a TU graduatewithin the last twelve months, your membership fee is only 10. If you live outside of the Tulsa area(more than 50 miles) your membership fee is only 10.Membership fees support all of the expenses associated with Friends of Finance. To renew yourmembership or join, go to Membership Application. Encourage your friends and colleagues to do thesame. Friends of Finance is the largest and strongest finance group in Oklahoma and the Southwest.Members since our last newsletter are below. Members to date (194) are:Judy AdairJoe AdwonNick AllenBarbara AllenKent AllinghamJohn AndersonJim ArensKeith BaileyTory BakerMichael BalpPatrick BardsleyAllen BarrowOrgil BatsaikhanPaul BaumanDoug BeinemanRoger BeyPatty BickTerry BiehlJill BondPhi BoyleDonald BurdickRichard BurgessRick ButerbaughBrian CantrellSteve CareWen ChiangMike ClarkAndrew CoffeyJoshua ColeTrey CooperMegan CordleJeff CouchJoseph CraftBretton CraneSusan CravensShawn CrispMatt CrookPatrick CurthHarry DandellesCarl DaughertyJeff DavisKeith DiekelmanJim DilleyJake DollarhideKen DornblaserDel DreyerFrederick DrummondDavid EastinBrian ElliottBill FaderEd FarissErik FeighnerTally FergusonBob FitzgeraldDebbie FlemingDavid FleskeGreg FordBob FouchRandy FoutchTom FranzBob FredricksonCurtis FrenchSteve GanzkowJessica GeorgeJames GiffordCurtis GimlinAshley GriffinWilliam GrimmJoel HarperScott HastingsHans HelmerichJim HicksRalph HillBrian HodgeJim HollomanGreg HopemanRick HuckDan HughesAllen HumboltJeff HusenRobert HuttonRussell IorioJeff JacksonJeff JamesLarry JohnsonGeorge KampJames KelleyJoe KidwellNatalie KillingsworthAmanda TroxellKathy KingDebbie KingKyle KingJim KiserJack KoehleAngela KouplenMarvin KruegerDeborah LackeyCaron LawhornSandy LeedsBarbarae LimbrickJohn LindsayAnn LowryAndy MacKayMarcia MacLeodAnila MadhanTammie MaloneyTyler ManessAdam MarshallGeordie MatsonMarc MaunJim McAuleyStan McCabeDavid McCollumBob McCormickJason McGlynnNick McVeyGarrett MillsJerry MorrisRick MuncriefMike NealGordon NielsenJamie NunezSvetlana OrlovaMichael OsborneTom OwensDaniel OwensDavid PageCrystal ParrettJohn PattersonBob PaulsenGavin PearsonBrian PillmoreRoberta PrestonBritt RadfordKyle RadtkeJoe RagsdaleRobert RaineyJoe RedmanTom RedmanPhil ReedyDerek ReinersRobert ReinsHarvie RoeJim RogersBrad RollinsPatrick RooneyLori RowanBob RussellHal SalisburyRobert SartinAlex SchneiderCharles SecrestKala SharpJulie SkyeJulie SmithMark SmithBill SnowStuart SolomonJim SoremDawne StaffordDr. Tom SteesScott StidhamPete StonisDavid StrattonGale SullenbergerRichard SullivanHugh TaylorRobert ThomasBill ThomasBaxter ThormanTim TolinBob TrabandKelly TronzoStuart TurnerTim UrbanKent VanValkenburghJames VaughnDavid VeitchCal VogtJon VroomanBrian WalkupBob WestStan WhiteMeg Whitney GentrySteve WilkersonTom WilkinsScot WilliamsTanya WilsonJoe WolkingChris WolkingDaryl WoodardClayton WoodrumClaire ZhangAndrew Ziola
FeesFees for the 2016-2017 year 250 75 10(Membership all remaining luncheon fees)(Tulsa area members - membership fee only)(out-of-area members - outside 50 mileradius of Tulsa) 10(current TU full-time student or TUgraduate within the last year) 525 (Membership plus all remaining luncheon feesfor yourself and one guest) 2,500 One reserved table (8 seats) at each luncheonLeadershipOur Friends of Finance officers and directors for2015-2016 are:OfficersPresidentMarcia MacLeodVP Programs Andrew Ziola, ONE GasTreasurerRoberta Preston, Girl Scouts ofEastern OklahomaSecretaryPhil ReedyFEF ChairDon Quint, Quint & AssociatesMembership Megan Cordle, Alliance ResourceDirectorsShawn Crisp, Trust Company of OklahomaJoel Harper, University of TulsaMarc Maun, BOK FinancialGreg Oliphant, Ceja CorporationMike OsborneKala Sharp, ONEOK, Inc.Frank Rhoades, Rhoades Oil CompanyGale Sullenberger, University of TulsaShuttle Service918 Shuttle Service will provide shuttle servicefrom the parking lots along Gary Place to theAllen Chapman Student Center between 11:00a.m. and 2:00 p.m. See University of TulsaParking Map for a campus parking map. Pleaselet us know if you have questions.FOF Membership CommitteeMany thanks to the following members forvolunteering to be a part of the 2015-2016Friends of Finance Membership Committee. TheMembership Committee promotes membership,plans and runs the Members Only functions, andfacilitates check-in at the Executive luncheons.Megan Cordle, Alliance Resource Partners (Chair)Brad Beeson, J.P. MorganTom Campbell, Campbell OrganizationBruce Currie, MidFirst BankTD Eureste, ONEOKCurtis French, Phillips 66Chris Guglielmo, WilliamsJeff Husen, ONE GasJames Kelley, Rowland GroupAnn Lowry, Accounting PrincipalsJason Maloney, Hogan TaylorGavin Pearson, Bank of OklahomaKysa Rowe, WPX EnergyCharles Secrest, Key PersonnelJulie Skye, Mariner Wealth AdvisorsPhilip Viles, Jr., University of TulsaFOF Web SiteThe FOF website www.utulsa.edu/fof/ includes anumber of services as listed below. It also has anexcellent short video on the organization and theStudent Investment Fund.New MembershipMembershipMeeting RegistrationMeeting RegistrationMembers embers/login.aspx(Restricted to FOF members and requires a username and password which you obtain when youjoin or renew your membership). After signingin, you may go to:Membership DirectoryA listing of all FOF members is provided.Contact information is available only if membersagree to have it posted.
Executive Luncheon SponsorsTake-A-Student to LunchIf your firm would like to gain some additionalrecognition and support FOF, it is now possibleto be designated as a Friends of FinanceExecutive Luncheon Sponsor. A LuncheonSponsor receives recognition in our newsletter,recognition at the meeting on PowerPoint slidesprior to the meeting, recognition from thepodium, and a table for eight at one luncheonwith preferential seating. At least one member ofthe sponsoring firm will be seated at the HeadTable with the speaker. The LuncheonSponsorship is for one meeting. The cost tosponsor the luncheon is 2,500. Contact JudyAdair, (judy-adair@utulsa.edu or 918-631-2588)if you are interested in being a LuncheonSponsor.One goal of Friends of Finance is to assist ourstudents.Assistance may be in the form ofemployment advice, employment opportunities, andmentoring. In support of this, members and theirfirms may participate through our Take-A-Student tolunch program. Just contact Judy Adair at 631-2588or judy-adair@utulsa.edu and tell her how manystudents you would like to host. She will arrange forthe student(s) to meet you at the registration desk forthe luncheon. Please ask for the student(s) when youcheck in.Affiliate ProgramsTulsa’s Young ProfessionalsGiving Tulsa’s Young Professionals a voice. A voicein our community.A voice in the businesscommunity and ultimately, a voice in our future.Tulsa's Young Professionals is a quality group ofdiverse young professionals working together toshowcase Tulsa as a cool place to live, work and play.TYPros provides its members with opportunities toget in front of and build relationships with localcommunity and business leaders.Chet Cadieux speaks with TU students duringpre-luncheon Meet and GreetNot only does TYPros give young professionals avoice - it gives them an outlet for affecting change inthe Tulsa community. TYPros seeks to work hand-inhand with current community and business leaders tolearn from their experiences and to create a youngprofessional-friendly atmosphere.For more information, go to:http://www.typros.org/Like us on Facebook!We are also onNAICGreater Tulsa Area Chapter, BetterInvestingEducational ClassesBetter Investing Member’s Day Out9/10/2016, 10:00 am - 12:30 pmHerman & Kate Kaiser Library5202 Hudson AveTulsa, OklahomaNAIC Contact:contact@tulsa.betterinvesting.net
Corporate SponsorsA Corporate Sponsorship provides a table for eight at each luncheon with preferential seating; recognition in eachnewsletter; recognition at each meeting on PowerPoint slides prior to the start of each luncheon, a listing on adisplay board at each luncheon, and recognition from the podium at a number of the luncheons.To ensure that individual members have adequate seating the Board has limited the number of Corporate Sponsorsto fifteen. If you are interested in having your company participate, contact Judy Adair at 918-631-2588 or judyadair@utulsa.edu for details. Corporate Sponsors for this year are:
University and an MBA in Public Policy from the John F. Kennedy School of Government at Harvard University. Reservations are required. You may register on-line: FOF Meeting Registration or contact Judy Adair judy-adair@utulsa.edu or 918-631-2588. Friends of Finance members will have preference until October 4, 2016 Meeting Sponsor
