1:00-2:00 PM Eastern | Presenters: Brooke Clark and Steve Wyett
Is your investment strategy helping—or hindering—your organization’s financial leadership? CFOs often find themselves balancing investment oversight with broader strategic responsibilities, but in-house management can introduce serious governance, compliance, and operational risks. In this webinar, we’ll unpack the hidden costs and challenges of internal investment management and explore how outsourcing to an OCIO can offer expertise, efficiency, and improved governance. You’ll leave with actionable insights and best practices to strengthen your investment framework and protect your organization’s financial future.
Sponsored by:
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PLEASE NOTE: BY REGISTERING FOR THIS WEBINAR YOU AGREE TO HAVE YOUR CONTACT INFORMATION, INCLUDING E-MAIL ADDRESS, SHARED WITH BOK FINANCIAL FOR THE PURPOSE OF FOLLOWING UP ON YOUR INTERESTS.
Presenters:
Brooke Clark, Relationship Manager, Institutional Wealth, BOK Financial
Brooke Clark serves as an institutional client advisor for the Institutional Wealth team at BOK Financial. She joined the company in 2016 and has been working in the industry since 2010.
Her specialty is working with endowments, foundations, and nonprofits and helping through investment management, long-term financial sustainability, board education and governance, and other resources. She is part of the dedicated nonprofit team and a subject matter expert in this space.
She previously served on the board of directors for the Owasso Education Foundation and currently for the Oklahoma Center for Nonprofits. In addition, she received the Presidential Volunteer Service Award (PVSA) in 2021, 2022, and 2024. In 2021, she was also honored as one of The Journal Record's Achievers Under 40 Honorees.
Brooke received a bachelor’s degree in finance from Oklahoma Baptist University and a Master of Science in Finance from Penn State University. She also holds the Accredited Investment Fiduciary® (AIF®) designation.
Outside of the office, Clark enjoys attending community fundraisers, watching college football, and hanging out with her husband and three children. She finds working directly with nonprofits, foundations and endowments to be incredibly rewarding.
Steve Wyett, Chief Investment Strategist, BOK Financial
Steve M. Wyett, CFA, is responsible for the communication of our investment management message. He serves on a variety of investment-related committees including the Asset Allocation committee, which sets the basis of the company's investment views. Wyett joined Bank of Oklahoma in 2005 as a senior portfolio manager and has served in various roles since, most recently as the private wealth managing director-investments before being named the chief investment strategist in May 2020.
Wyett earned a bachelor's degree in finance from Oklahoma State University and began his investment career in the early ‘80s as an institutional bond salesman for First National Bank of Oklahoma City. He remained in institutional bond sales until the late '90s when he joined Tom Johnston Investment Management Inc. as their head equity trader and fixed income SMA manager. While there, he attained his CFA Charter and was an analyst, investment committee member and portfolio manager.
After 40 years across multiple asset classes and different positions, Wyett appreciates that the changing markets always provide opportunities to learn. He is past president of the board for Family and Children's Services in Tulsa, an active participant in the Tulsa Area United Way, is the immediate past President of the Oklahoma Chapter of the CFA Society, and is a member of multiple societies of financial analysts as well as the CFA institute. As a former collegiate tennis player, Wyett enjoys visiting New York for the U.S. Open tennis tournament and dining in the fabulous restaurants found in the city. In his free time, he can be found ruining a good walk by playing a game of golf and traveling with his wife.