2025 Midyear Outlook
Join our live discussion on July 17
The U.S. economy has experienced a rollercoaster in the first half of 2025. Our experts invite you to join in on a conversation around what’s to come for the remainder of the year for economic growth, immigration, tax policy and, of course, tariffs.
These high-level topics, combined with potential risks from geopolitical conflicts and supply-demand imbalances, provide a dynamic climate for investors.
Join our investment management experts for a live webinar on Thursday, July 17, at 11 a.m. CDT.
Register below.
Meet our experts
BOK Financial's experts share their diverse knowledge to break down complex topics, provide timely updates on the state of our economy and dig into industry trends. Get to know these interesting individuals representing just some of our company's areas of expertise.
J. Brian Henderson, CFA
Chief Investment OfficerJ. Brian Henderson is responsible for leading the Alternative Investments group, Strategic Investment Advisors, and Cavanal Hill Investment Management, Inc.
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Steve Wyett, CFA
Chief Investment StrategistSteve M. Wyett, CFA is responsible for tracking and communicating about economic indicators affecting the investment climate and overseeing BOK Financial's investment management message.
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Matthew Stephani, CFA
President, Cavanal Hill Investment ManagementMatt Stephani is a successful, highly motivated financial markets professional with 20 years of experience managing public equities across all sectors.
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