Jim Pappas, Cfa Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

Tulsa, Oklahoma, United States

The Alternative Investments Group at BOK Financial creates and monitors portfolios of alternative investments, including limited partner interests in private equity funds, real asset funds, and hedge funds, for BOKF Wealth Management clients. Clients with exposure to alternative investments include a $2 billion trust over which BOKF has discretion, as well as over 100 additional clients, including Native American tribes, corporations, and high-net-worth individuals.My role involves canvassing the alternative investments universe to identify potentially compelling opportunities, leading diligence efforts on individual investments, and assessing their suitability for client portfolios.I engage with clients and their BOKF advisors to understand their unique needs, as well as their tolerances for risk and illiquidity, and recommend tailored investments and portfolio construction frameworks accordingly.

Austin, Texas

Owned various FP&A processes, including annual capital budgeting and long-term planning. Assisted with investor relations, credit risk management, and commodity price hedging.

Analyst for buy and sell side engagements within upstream and midstream energy and oilfield services, including Sumitomo’s acquisition of Edgen Group (buy side advisory), Marathon Oil’s sale of the Neptune Gas Plant to Samchully AMC (sell side advisory), and Apollo’s acquisition of EP Energy (buy side advisory)

Mba

Bba, Finance