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
We are delighted to invite you to attend Investment University
Investment University is more than just an event; it’s a free educational opportunity for you to grow in your understanding of endowment, cash management, advancement, and capital markets. Our expert speakers will guide you through topics that will provide valuable insights and practical advice. A panel discussion featuring industry-recognized money managers will help transform complex concepts into actionable knowledge.
Let’s invest in our financial future together at Investment University.
DATE: April 18th
TIME: 9AM – 3PM
WHERE: OBU Geiger Center, Room 219
COST: Free
Register Now
Please register by April 1. Registrations after April 1 are not guaranteed free gift.
Agenda
| 8:45 A.M. | Continental Breakfast |
| 9:00 A.M. | Welcome Robert Kellogg Chief Executive Officer, WatersEdge |
| 9:10 A.M. | Scripture Reading Dr. Todd Fisher Executive Director / Treasurer, Oklahoma Baptists |
| 9:20 A.M. | Endowment – Overview Ben Stewart Head of Opportunistic Funds, Humphreys Capital |
| 9:40 A.M. | Endowment – Implementation David Depuy President / Chief Investment Officer, WatersEdge |
| 10:20 A.M. | Break |
| 10:30 A.M. | Endowment – Performance David Emerson Senior Vice President / Principal, LCG Associates |
| 10:45 A.M. | Cash Management David Depuy President / Chief Investment Officer, WatersEdge |
| 11:05 A.M. | Ministry Lending Bobby Hart President, WatersEdge Ministry Services |
| 11:25 A.M. | Minerals – 2023 Performance and 2024 Outlook Will Francis Minerals Management Manager, HighGround Advisors |
| 11:45 P.M. | Lunch Break |
| 12:30 P.M. | Estate & Planned Giving Services Julie Stanley Vice President of Advancement, WatersEdge |
| 12:50 P.M. | Wrap Up Robert Kellogg Chief Executive Officer, WatersEdge |
| 1:00 P.M. | Break |
| 1:10 P.M. | Capital Market Outlook for 2024 David Emerson Senior Vice President / Principal, LCG Associates |
| 1:20 P.M. | Manager Panel David Emerson
|
| 3:00 P.M. | Conclusion |
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
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
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
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.
Blair Humphreys
CEO, Humphreys Capital
Mr. Humphreys contributes almost two decades of experience in real estate investing and development, including the Wheeler District. He earned a Master of City Planning and Urban Design from the Massachusetts Institute of Technology in 2009 and a Bachelor of Business Administration in Entrepreneurship from The University of Oklahoma in 2005.
Ben Stewart
Head of Opportunistic Funds, Humphreys Capital
Mr. Stewart is the Head of Opportunistic Funds at Humphreys Capital and a member of the Investment Committee for Humphreys Funds II, III, and IV. He earned an MBA with an emphasis in finance from the University of Oklahoma in 2002 and a BBA in Finance from Oklahoma Baptist University in 1999.
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
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.
