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You’re Invited!

Mark your calendar for the 2024 Investment University

A free event hosted by WatersEdge.

April 18, 2024
9:00 AM – 3:00 PM
Oklahoma Baptist University

 

Come learn from investment professionals on these topics:

  • Endowment Management
  • Capital Market Outlook
  • Trust Administration
  • Mineral Management
  • Investment Policy
  • Spending Policy

A panel discussion including a Q&A with money managers will also be included.

DATE: April 18th

TIME: 9AM – 3PM

WHERE: OBU Geiger Center

COST: Free

Register Now

Speakers

David Emerson

Senior Vice President / Principal, LCG Associates

Mr. Emerson joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee.

David Depuy

President, WatersEdge Advisors

Mr. Depuy oversees the management of a $700+ million portfolio for WatersEdge. He has served at WatersEdge since 1996. He holds a MBA in Finance from Oklahoma City University and BBA from Oklahoma Panhandle State University.

Will Francis

Minerals Management Manager, HighGround Advisors

Mr. Francis joined HighGround Advisors in 2011 and brought 32 years of oil and gas property management experience to the team, including 24 years with Bank of America and their predecessor institutions.

Carrie Hamilton

Carrie Hamilton

Managing Director, Business Development & Investor Relations, CenterOak

Ms. Hamilton supports CenterOak’s business development activities and investor relation functions. She received a Bachelor of Business Administration degree from Texas A&M University with a concentration in Finance.

Bill Dezellem

Bill Dezellem

CIO and President, Tieton Capital Management

Mr. Dezellem founded Tieton Capital Management in 2005. Prior to that, he was the CIO of Davidson Investment Advisors, overseeing the investment professionals that managed nearly $1 billion of client assets.

James Roller

James Roller

Managing Partner, Victorum Capital

Mr. Roller co-launched Victorum Capital where he oversees day-to-day operations. Prior to that, he was the Senior Manager of Ventures & Growth for BHGE.

Matt Wilson

Matt Wilson

Managing Partner, Victorum Capital

Prior to co-launching Victorum Capital, Mr. Wilson spent approximately 10 years in private equity at Vista Equity Partners and True Wind Capital.

Julie Stanley

Julie Stanley

Vice President for Advancement, WatersEdge

Prior to serving at WatersEdge, Stanley served six years on the WatersEdge Board of Directors and spent fifteen years with Crowe & Dunlevy as an attorney in the firm’s estate planning and tax practice groups. She is also a certified public accountant and graduated from the University of Oklahoma College of Law.

Bobby Hart

Bobby Hart

President, WatersEdge Ministry Services

Prior to serving at WatersEdge, Hart spent twelve years as chief operations officer at First Baptist Church Tulsa, Oklahoma. He has a BS in Engineering from the Missouri University of Science and Technology.