Crash the SIF Bond fund’s guest speaker event and meet with BOK Financial’s chief financial officer. Learn about how to manage a $50 billion bank with $100 billion in assets under management, billions of dollars of commodities trades and multi billion dollar trading portfolio. Get some keen career advice and learn some “shortcuts” to landing that dream job in finance.
CCB
Student Investment Fund Open Session
See how the Student Investment bond and equity fund analysts manage their $9 million fund. Join them in reallocating the equity fund and finding investments for the bond fund. Learn how they select stocks and bonds to buy and when it is time to unload holdings. April 22, is CAVA night and April 29, is empanada night, so you’ll get free food. Come for some or all as you are able and interested.
Investment Portfolio Challenge
Cheer on your Golden Hurricane representatives as they take on OSU, SWOSU, Oklahoma Central University and Morgan State in an investment portfolio competition from 1:30 to 4:30 p.m. in HELM 219 on April 22. UTulsa seeks to win the first prize back from the Cowboys, and The Foreigners, Bulls in the Alley and Profit Piranhas are set up to do just that. Join for select competitions, the awards ceremony at 4 p.m. or as much of the event as you wish. Get some stock picks, investment portfolio strategies and some face time with industry judges.
Meet a Bond Fund Manager
Crash the SIF Bond fund class to visit with Mike Maurer who manages billions of dollars in fixed income funds for Cavanal Hill — a local mutual fund company owned by BOK Financial. Find out what it takes to manage a bond fund, learn about associated careers and see if the SIF Bond fund class is for you.
Money Mind$et: Planting and Investing in Your Future Workshop
Join us for Money Mindset: Planting and Investing in Your Future, an empowering workshop designed to help young investors build confidence and clarity around long-term financial growth. Led by experienced industry professionals, this session goes beyond the basics and dives into practical, real‑world investing strategies you can start applying now. Whether you’re just getting started or ready to take your financial knowledge to the next level, this workshop will give you the tools to make informed, confident decisions about your financial future. Snacks provided!
Money Mind$et: Your Road to Wealth Workshop
This beginner‑friendly investing workshop helps students understand the basics of investing and how to start building long‑term financial confidence. Attendees will explore how interest grows wealth, the difference between stocks and ETFs, how to think about risk and practical steps for making a first investment. Designed for beginners, this session breaks down financial concepts in a simple, relatable way—no prior knowledge needed. FREE LUNCH PROVIDED
NIL Playbook – Student-Athlete to Business Owner
Understanding NIL (Name, Image, Likeness) taxation and business structure is crucial for today’s student-athletes, as they navigate the financial implications of their newfound status as business owners. Early tax disputes in professional sports have shaped the current framework, emphasizing distinctions like performed services and royalty income. As a business owner, athletes must recognize that NIL income is taxable and requires proactive compliance management. Choosing the right business structure, saving for taxes and maintaining thorough records are essential for long-term success. Building a supportive advisory team can protect both finances and personal relationships. Moreover, athletes should be aware of multi-state tax considerations as income can be earned in various jurisdictions. Increased scrutiny from tax authorities means careful planning is necessary to avoid pitfalls. Key takeaways stress the importance of contract details, early planning and the potential long-term effects of financial decisions.
Caleb Caldwell, Partner at CCK Strategies, specializes in helping business owners, professional athletes and entertainers identify growth opportunities and overcome challenges. Recognized for his tenacity and solutions-driven mindset, he empowers clients to focus on what matters most – advancing their success with confidence and clarity.
After graduating college, Caleb began his career at CCK Strategies while completing his accounting degree. His drive, commitment to excellence and collaborative approach have fueled his rapid professional development and helped him build strong, lasting partnerships with clients and colleagues alike.
Beyond his work at CCK, Caleb is deeply committed to community engagement, serving on the YMCA Board of Directors and actively participating in the Frisco Chamber of Commerce to support local entrepreneurship and strengthen social well-being of the community.
Caleb’s impact extends globally, partnering with clients in South Africa, Australia, the United Kingdom and beyond. Known for his hands-on, team-oriented approach, he delivers strategic insights that enable entrepreneurs, athletes, and performers to achieve their most ambitious goals.
TU Marketing Club Meeting
General club meeting, lunch will be provided!
TU Marketing Club Meeting
The TU Marketing Club will meet at noon Monday, Feb. 23, in HELM 219, ONEOK Auditorium. Leaders from Alchemy Branding and Synergy Marketing Solutions will discuss their respective firms. Pizza will be provided.
Money Mind$et: Credit Building Workshop
Ready to take control of your financial future? Join us for Money Mind$et: Credit Building Workshop on Friday, Feb. 6 from 12–1 p.m. in Helm 106. This session is designed to help college students understand the power of credit and how to build a strong credit score early. Plus, enjoy free lunch while gaining practical tips on how credit scores work, smart ways to build credit in college, common pitfalls to avoid, and strategies to boost your score over time. Whether you’re just starting out or looking to improve your credit habits, this workshop will equip you with the tools to build a solid financial foundation. Don’t miss this opportunity to invest in your future!
For questions, please contact us (jas9536@utulsa.edu or aic9619@utulsa.edu).
Student Investment Fund Open Session
See how the Student Investment bond and equity fund analysts manage their $9 million fund. Join them in reallocating the equity fund and finding investments for the bond fund. Learn how they select stocks and bonds to buy and when it is time to unload holdings. April 22, is CAVA night and April 29, is empanada night, so you’ll get free food. Come for some or all as you are able and interested.
Investment Portfolio Challenge
Cheer on your Golden Hurricane representatives as they take on OSU, SWOSU, Oklahoma Central University and Morgan State in an investment portfolio competition from 1:30 to 4:30 p.m. in HELM 219 on April 22. UTulsa seeks to win the first prize back from the Cowboys, and The Foreigners, Bulls in the Alley and Profit Piranhas are set up to do just that. Join for select competitions, the awards ceremony at 4 p.m. or as much of the event as you wish. Get some stock picks, investment portfolio strategies and some face time with industry judges.
Meet a Bond Fund Manager
Crash the SIF Bond fund class to visit with Mike Maurer who manages billions of dollars in fixed income funds for Cavanal Hill — a local mutual fund company owned by BOK Financial. Find out what it takes to manage a bond fund, learn about associated careers and see if the SIF Bond fund class is for you.
Money Mind$et: Planting and Investing in Your Future Workshop
Join us for Money Mindset: Planting and Investing in Your Future, an empowering workshop designed to help young investors build confidence and clarity around long-term financial growth. Led by experienced industry professionals, this session goes beyond the basics and dives into practical, real‑world investing strategies you can start applying now. Whether you’re just getting started or ready to take your financial knowledge to the next level, this workshop will give you the tools to make informed, confident decisions about your financial future. Snacks provided!
Money Mind$et: Your Road to Wealth Workshop
This beginner‑friendly investing workshop helps students understand the basics of investing and how to start building long‑term financial confidence. Attendees will explore how interest grows wealth, the difference between stocks and ETFs, how to think about risk and practical steps for making a first investment. Designed for beginners, this session breaks down financial concepts in a simple, relatable way—no prior knowledge needed. FREE LUNCH PROVIDED
NIL Playbook – Student-Athlete to Business Owner
Understanding NIL (Name, Image, Likeness) taxation and business structure is crucial for today’s student-athletes, as they navigate the financial implications of their newfound status as business owners. Early tax disputes in professional sports have shaped the current framework, emphasizing distinctions like performed services and royalty income. As a business owner, athletes must recognize that NIL income is taxable and requires proactive compliance management. Choosing the right business structure, saving for taxes and maintaining thorough records are essential for long-term success. Building a supportive advisory team can protect both finances and personal relationships. Moreover, athletes should be aware of multi-state tax considerations as income can be earned in various jurisdictions. Increased scrutiny from tax authorities means careful planning is necessary to avoid pitfalls. Key takeaways stress the importance of contract details, early planning and the potential long-term effects of financial decisions.
Caleb Caldwell, Partner at CCK Strategies, specializes in helping business owners, professional athletes and entertainers identify growth opportunities and overcome challenges. Recognized for his tenacity and solutions-driven mindset, he empowers clients to focus on what matters most – advancing their success with confidence and clarity.
After graduating college, Caleb began his career at CCK Strategies while completing his accounting degree. His drive, commitment to excellence and collaborative approach have fueled his rapid professional development and helped him build strong, lasting partnerships with clients and colleagues alike.
Beyond his work at CCK, Caleb is deeply committed to community engagement, serving on the YMCA Board of Directors and actively participating in the Frisco Chamber of Commerce to support local entrepreneurship and strengthen social well-being of the community.
Caleb’s impact extends globally, partnering with clients in South Africa, Australia, the United Kingdom and beyond. Known for his hands-on, team-oriented approach, he delivers strategic insights that enable entrepreneurs, athletes, and performers to achieve their most ambitious goals.
TU Marketing Club Meeting
General club meeting, lunch will be provided!
TU Marketing Club Meeting
The TU Marketing Club will meet at noon Monday, Feb. 23, in HELM 219, ONEOK Auditorium. Leaders from Alchemy Branding and Synergy Marketing Solutions will discuss their respective firms. Pizza will be provided.
Money Mind$et: Credit Building Workshop
Ready to take control of your financial future? Join us for Money Mind$et: Credit Building Workshop on Friday, Feb. 6 from 12–1 p.m. in Helm 106. This session is designed to help college students understand the power of credit and how to build a strong credit score early. Plus, enjoy free lunch while gaining practical tips on how credit scores work, smart ways to build credit in college, common pitfalls to avoid, and strategies to boost your score over time. Whether you’re just starting out or looking to improve your credit habits, this workshop will equip you with the tools to build a solid financial foundation. Don’t miss this opportunity to invest in your future!
For questions, please contact us (jas9536@utulsa.edu or aic9619@utulsa.edu).