finance - Events Calendar

finance

Friends of Finance presents Will Syring, VP Corporate Partnerships, OKC Thunder

The November Friends of Finance luncheon features Will Syring, vice president of corporate partnership, OKC Thunder. Reservations are required.

Will Syring joined the Thunder in 2018 and leads the organization’s business strategy to optimize sponsorship sales and brand activation. He and the Thunder’s corporate partnerships team leverage the Thunder and NBA’s global platform to elevate and optimize brand awareness for new and existing corporate partners. He also guides efforts to establish unique marketing and business opportunities for the Thunder, the Oklahoma City Blue and the Thunder Launchpad.

Syring joined the Thunder after five seasons with the Chicago Bulls where he served in various corporate partnership roles, most recently as head of global sales. In Chicago, Syring guided a sales strategy in key markets to develop and secure innovative global partnerships in China, Poland, Germany, Mexico, Finland, and the Philippines. Utilizing a collaborative approach to partnership activation and sales, Syring and his team were consistently recognized by the NBA for account development, retention and new business growth. Read his full bio here.

Investment Portfolio Challenge

Investment Portfolio Challenge (IPC) is presented by The University of Tulsa and sponsored by Council Oak Wealth Advisors. Seven student teams representing five universities (The University of Tulsa, University of Arkansas, Oklahoma State University, Southwest Oklahoma State University and Tulsa Community College) will compete.

How does it work?

With a team, prepare and present an optimal weighting of Global Industry Classification Standard (“GICS” ®) sectors for a hypothetical $5 million investment portfolio. Teams will submit their 30 minute pre-recorded presentation by 11:59 p.m. on Tuesday, November 9. Each team’s presentations will then be judged by a panel of industry representatives.

During the live event on November 17, teams will participate in a 15 minute Q&A with judges, faculty advisors and the general audience. Teams will be scored on both their presentations and responses to questions.

Cash prizes will be awarded to the first and second place teams.

  • 1st place: $3,000
  • 2nd place: $1,500

Friends of Finance featuring Vicki Fuller

The Friends of Finance Executive Speaker series brings leading executives to the TU community to share their knowledge and explore important business issues. The 2020-21 Executive Speaker Series will be held virtually from noon-1 p.m. with Q&A beginning by 12:45 p.m. Reserve your space now and 24-48 hours prior to the event a link to the virtual event will be emailed to you.

Vicki Fuller is a respected business and civic leader serving as director on several corporate boards after recently retiring from a dynamic four-decade career in financial services. As a corporate board director, Vicki presently serves on the Blackstone / GSO Secured Lending Fund, the Blackstone Private Credit Fund, Fidelity Investments’ Equity & High Income Funds, The Williams Companies and Treliant, LLC. Vicki was also a former board director at KeySpan Corporation. As a not for profit board director, Vicki presently serves on the board of directors at Roosevelt University and is a former board director of the Apollo Theatre, Odyssey House and Mercy Center. In her capacity as president of VLF Development, Vicki is executing corporate advisory assignments, delivering professional speaking engagements, creating the Black Directors’ Workshop series, establishing a foundation to advance her philanthropic endeavors and authoring her memoir (to be published in 2021).

Professionally, Vicki retired in 2018 as chief investment officer at New York State Common Retirement Fund (NYS Common), the third largest public pension fund in the United States with more than $216 billion in assets. At NYS Common, Vicki was responsible for building and executing investment strategies to ensure the fund continued to deliver superior returns for more than one million employees and retirees. Specifically, over six fiscal years, Vicki’s leadership helped the fund deliver annual investment returns at an average rate of 8.9%, a nearly 2% premium to the fund’s 7% required rate of return. Prior to NYS Common, Vicki had a 27-year career at AllianceBernstein, a leading, global investment manager with more than $500 billion in assets under management. At AllianceBernstein, Vicki was managing director, portfolio manager and a senior member of business development team providing institutional investor client service coverage. Prior to AllianceBernstein Vicki had senior analyst and associate roles at Standard and Poor’s and Morgan Stanley. Throughout her professional career, Vicki was known as a driver of high impact strategic initiatives, major force in scaling organizations by creating institutional operating processes, thought leader in designing innovative investment strategies and culture curator by mentoring individuals, resulting in improved team performance and morale.

Vicki’s corporate and civic impact has been acknowledged by a diverse network of professional organizations. In 2019, she was the executive-in-residence for Roosevelt University’s Heller College of Business. She was previously inducted into the National Association of Securities Professionals Wall Street Hall of Fame, named to Chief Investment Officer Magazine’s “Power 100”, received the Financial Women’s Association’s Woman of the Year Award, and Urban Technology Center’s Corporate Leadership Award. Additionally, Black Enterprise and Ebony named her one of the most powerful African Americans on Wall Street. Vicki’s journey also resulted in her being featured in the Harvard Business School Case Collection.

Vicki earned an MBA from the University of Chicago, BSBA from Roosevelt University and is a Certified Public Accountant.

In her free time Vicki is an avid cross-country horseback rider, enjoys traveling and loves all kinds of music.

Friends of Finance featuring Alice Jackson (Xcel-Colorado)

The Friends of Finance Executive Speaker series brings leading executives to the TU campus to share their knowledge and explore important business issues. The 2020-21 Executive Speaker Series will be held virtually from noon-1 p.m. with Q&A beginning by 12:45 p.m. Reserve your space now and 24-48 hours prior to the event a link to the virtual event will be emailed to you.

Alice K. Jackson is president, Xcel Energy – Colorado where she leads the Operating Company team for Public Service Company of Colorado. In this role she is responsible for the community, legislative, regulatory activities as well as responsible for delivering on corporate financial outcomes and objectives for Xcel Energy – Colorado. Since joining Xcel Energy in 2011, Alice has held various positions of increasing responsibility. Directly prior to her role as president, Ms. Jackson was vice president of strategic revenue initiatives, where she built a team to generate new revenues through exploring and integrating innovative technologies, activities, and economic development initiatives in addition to looking at expanded options for Xcel Energy’s unregulated businesses. Prior to her corporate strategic role, Alice held the lead regulatory position with Southwestern Public Service Company in Texas and then with Public Service Company of Colorado.

Before her time with Xcel Energy, Alice spent nearly 10 years with Occidental Petroleum Corporation (Oxy) managing the nationwide energy needs of this large industrial consumer. In Alice’s early roles with Oxy, she utilized her information technology background and technical acumen to provide software development and systems support to various trading activities as well as electric market deregulation. Through her involvement in the federal and state electric markets, multiple rate cases, and interaction with customers, large and small, Alice developed a unique perspective for utilities and their contributions to society.

As if having a full-time career, being married to her high school sweetheart and having four sons is not enough of an adventure in life, in 2017 Alice completed the Program for Leadership Development at Harvard University. Alice earned a bachelor’s degree in Business Administration with a concentration in Management Information Systems from Texas A&M University.

FOF Speaker Series: Tom Fanning spotlights cyber, energy and finance

Tom Fanning, chairman, president and CEO of Southern Company, America’s premier energy company, has worked for the company for more than 38 years and has held 15 different positions in eight different business units, including numerous officer positions with a variety of Southern Company subsidiaries in the areas of finance, strategy, international business development and technology.

His leadership in the cybersecurity area was recognized by the U.S. Senate in 2019 with an appointment to the Cyberspace Solarium Commission, a group developing a protection strategy for the cyberspace interests of the United States. Read Tom’s full bio here.

Register here for the link to the event.

The Impact of COVID-19 on Students at the University of Tulsa: A Virtual Roundtable Discussion

Please join us for a virtual roundtable discussion about the impact of the COVID-19 pandemic. This event is co-sponsored by the Women’s and Gender Studies Program; The Institute of Trauma, Adversity, and Injustice; and Student Alliance for Violence Education. Moderated by Amanda Chastang, Kelsey Hancock and Jan Wilson, the roundtable will feature several TU students discussing how their health, finances, academics and outlooks have been affected by the ongoing pandemic and the transition to virtual learning.