RMAFP September Kick Off Luncheon

Wednesday, September 16, 2026 11:45 a.m. -1:30 p.m. MST

Location: Auraria Campus — Tivoli Student Union- 640-Zenith Room

REGISTER: https://www.rmafp.org/events/register.aspx?id=2074822

Agenda

11:45-12:25 p.m. Arrival and lunch pick up | 12:25-1:30 p.m. Welcome, Presentation & Closing

ROCKY MOUNTAIN AFP’s Economic Outlook 2026:  Clarity in a Confusing Economy

In a rapidly evolving economic environment, business leaders face increasing complexity when making financial and strategic decisions. Drawing on decades of market and investment experience, BOK Financials’ Chief Investment Strategist, Steve Wyett, will share valuable perspective into the current economic landscape.

Known for translating complex economic issues into practical insights, Steve will cover economic impacts including, market trends, artificial intelligence, geopolitical uncertainty, upcoming mid-term elections, inflation and the factors influencing business growth and investment decisions.

Gain timely insights and practical takeaways to help inform your organization's planning and financial strategy in an ever-changing environment.

Meet the Speaker:

Steve Wyett, Chief Investment Strategist- BOK Financial

Steve M. Wyett, CFA, is responsible for the communication of BOK Financial’s 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 BOK Financial 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.

Steve M. Wyett, CFA | LinkedIn & Meet Steve Wyett: BOK Financial

Sponsored by: BOK Financial