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Events

Our investment professionals speak regularly on the issues that are top-of-mind for investors. Join us for an upcoming event or access a replay of a past event.

Upcoming & Current Events

Webinar

Implementing ESG Strategies

Please join this Litman Gregory 360 Views study group-webinar, where we seek to leverage the collectiveMore insight of our community of investment professionals. Featuring OppenheimerFunds’ Glen Yelton and...

Please join this Litman Gregory 360 Views study group-webinar, where we seek to leverage the collectiveMore insight of our community of investment professionals. Featuring OppenheimerFunds’ Glen Yelton and Aniket Shah, Litman Gregory’s Chad V. Perbeck, and Parametric Portfolio Associates’ Martha Strebinger, the topic of this quarter's meeting will focus on implementing ESG strategies. We will use these study group events to explore business challenges and successes, and encourage knowledge sharing on a wide range of topics within our circle of like-minded professionals. To maximize the value of the webinar for all, we are encouraging you to come prepared to participate in the discussion by sharing the experiences from your own business.

Featured Speakers:

  • Chad V. Perbeck, CIMA®, Senior Research Consultant, Litman Gregory
  • Martha Strebinger CFA®, Investment Strategist, Parametric Portfolio Associates
Speakers:
Glen K. Yelton, ESG and Impact Research Analyst
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Professional Development

LPL Focus Conference

LPL Focus Conference

LPL Focus Conference

Register
Professional Development

Barron’s Top Advisors Summit

Barron’s Top Advisors Summit

Barron’s Top Advisors Summit

Register

Past Events

Webinar

Capturing Wealth In Motion

Accepted for 1 CFP/IMCA/CFA CE Credit.

Trillions of dollars are in motion every year, from heirs, business owners, divorces, and especially changes in advisor relationships. Understanding how to attract and service the shifting landscape of the wealthy is critical for successful advisors. Through our recent study, we gained insightful...

Accepted for 1 CFP/IMCA/CFA CE Credit.

Trillions of dollars are in motion every year, from heirs, business owners, divorces, and especially changes in advisor relationships. Understanding how to attract and service the shifting landscape of the wealthy is critical for successful advisors. Through our recent study, we gained insightful perspectives from advisors around the world and their clients. Join us for this in-depth discussion that will cover:

  • What's at stake?
  • Generational perspectives, behavior and expectations
  • Actionable takeaways
Speakers:
Ned Dane, Head of Private Client Group
Matt Straut, Head of Registered Investment Advisor (RIA) Group
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Professional Development

UBS APIC Conference

UBS APIC Conference

UBS APIC Conference

Replay Coming Soon
Professional Development

Barron’s Washington D.C. Regional Summit

Barron’s Washington D.C. Regional Summit

Barron’s Washington D.C. Regional Summit

Replay Coming Soon
Webinar

Opportunities in Developing Markets

Join OppenheimerFunds’ leading developing markets equity expert, broadcasting to you live from our New York offices, for an interactive discussion on uncovering opportunities in developing markets equities in today’s environment.

Join us for:

  • Portfolio manager insight on the compelling case for developing markets...

Join OppenheimerFunds’ leading developing markets equity expert, broadcasting to you live from our New York offices, for an interactive discussion on uncovering opportunities in developing markets equities in today’s environment.

Join us for:

  • Portfolio manager insight on the compelling case for developing markets investing
  • Updates on major markets including China and Russia
  • Current investment themes in Oppenheimer Developing Markets Fund
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Professional Development

Barron’s Beverly Hills Regional Summit

Barron’s Beverly Hills Regional Summit

Barron’s Beverly Hills Regional Summit

Replay Coming Soon
Webinar

Anchor Your Core with Revenue Weighting

Inside The Webinar
With the growing migration towards index investing strategies, financial advisors may be wondering whether traditional market cap weighting is the right approach for their clients. In this upcoming webinar, OppenheimerFunds and ETF Trends will discuss why a revenue-weighted indexing approach could serve as a compelling...

Inside The Webinar
With the growing migration towards index investing strategies, financial advisors may be wondering whether traditional market cap weighting is the right approach for their clients. In this upcoming webinar, OppenheimerFunds and ETF Trends will discuss why a revenue-weighted indexing approach could serve as a compelling alternative to market-cap weighting for core equity positions.

What You’ll Learn
Join OppenheimerFunds and Tom Lydon, Editor and Publisher of ETF Trends as he moderates a discussion on:

  • Where we are in the current market cycle
  • Revenue weighting in growth and value markets
  • How financial advisors can implement revenue-weighted strategies into a core portfolio
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Professional Development

Barron’s Charlotte Regional Summit

Barron’s Charlotte Regional Summit

Barron’s Charlotte Regional Summit

Replay Coming Soon
Webinar

Replay: Connecting Economic Regimes to Factor Exposure

Inside The Webinar

Factor investment strategies have provided investors with more control to achieve targeted investment outcomes. In this webinar, OppenheimerFunds and ETF Trends review how the identification of economic regimes can specifically help investors align factor exposures in their portfolios.

What You'll...

Inside The Webinar

Factor investment strategies have provided investors with more control to achieve targeted investment outcomes. In this webinar, OppenheimerFunds and ETF Trends review how the identification of economic regimes can specifically help investors align factor exposures in their portfolios.

What You'll Learn

Join OppenheimerFunds and Tom Lydon, Editor and Publisher of ETF Trends as he moderates a discussion on:

  • What are investment factors and how do they work?
  • How OppenheimerFunds identifies economic regimes
  • Types of factors that may work best throughout the economic cycle
  • How financial advisors can implement factors in their investment portfolios?
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Professional Development

Barron’s Houston Regional Summit

Barron’s Houston Regional Summit

Barron’s Houston Regional Summit

Replay Coming Soon
Professional Development

Barron’s St. Louis Regional Summit

Barron’s St. Louis Regional Summit

Barron’s St. Louis Regional Summit

Replay Coming Soon
Webinar

International Equities: In The Spotlight

Join OppenheimerFunds’ leading international equity experts, broadcasting to you live from our New York offices, for an interactive discussion on uncovering opportunities in international equities in today’s environment. Hear:

  • Portfolio manager insight on the compelling case for international investing including thoughts on Europe,...

Join OppenheimerFunds’ leading international equity experts, broadcasting to you live from our New York offices, for an interactive discussion on uncovering opportunities in international equities in today’s environment. Hear:

  • Portfolio manager insight on the compelling case for international investing including thoughts on Europe, Japan and emerging markets

  • Current investment themes in Oppenheimer International Growth Fund and Oppenheimer International Equity Fund

  • How to potentially use these strategies in a client portfolio

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Professional Development

Barron’s Top Advisory Teams National Event

Barron’s Top Advisory Teams National Event

Barron’s Top Advisory Teams National Event

Replay Coming Soon
Webinar

2018 Market View Through a Smart Beta Lens

Investors have continued to turn to Smart Beta ETF strategies as a way to diversify portfolios, and factor investing is quickly becoming a popular approach in investor portfolios. With a number of Smart Beta ETFs in the market, how do advisors narrow the field?

Join OppenheimerFunds and ETF Trends for this special live webcast as they dive into a 2018 market...

Investors have continued to turn to Smart Beta ETF strategies as a way to diversify portfolios, and factor investing is quickly becoming a popular approach in investor portfolios. With a number of Smart Beta ETFs in the market, how do advisors narrow the field?

Join OppenheimerFunds and ETF Trends for this special live webcast as they dive into a 2018 market view through a Smart Beta lens.

OppenheimerFunds’ David Mazza and Brian Levitt will be sitting down with Tom Lydon, Editor and Publisher of ETF Trends, to discuss:

  • What was observed from the markets in 2017.

  • A 2018 market overview and important fundamentals to consider.

  • How Smart Beta strategies may benefit portfolio allocations in the upcoming year.

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Webinar

Dynamic Diversification with Factors

Inside The Webinar

An increasing number of investors have branched out from market capitalization-weighted indexing methodologies, turning to alternative strategies instead. OppenheimerFunds and ETF Trends delve into the nascent smart beta index space and look to harness the drivers of risk-adjusted returns through dynamic multi-factor...

Inside The Webinar

An increasing number of investors have branched out from market capitalization-weighted indexing methodologies, turning to alternative strategies instead. OppenheimerFunds and ETF Trends delve into the nascent smart beta index space and look to harness the drivers of risk-adjusted returns through dynamic multi-factor strategies.

What You'll Learn

Join Tom Lydon, editor and publisher of ETF Trends, as he moderates a discussion on:

  • An overview of the smart beta segment
  • A closer look at factor investing
  • How financial advisors can build a diversified portfolio with dynamic multi-factor strategies

Moderator: 

Tom Lydon, Editor and Publisher of ETF Trends

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Media Appearance

Challenge Status Quo

Tune in to Bloomberg Surveillance for a forward-looking discussion on the global economic environment and latest investment trends.

Tune in to Bloomberg Surveillance for a forward-looking discussion on the global economic environment and latest investment trends.

Replay Coming Soon Learn More Show Less
Conference Call

Ups, Downs & Question Marks: What's Going on in the Midstream MLP Markets

Join Brian Watson, CFA and Charles Anderson as they review recent volatility within midstream energy infrastruture and possible future headwinds and tailwinds for the sector. 

Dial-In Information: 800-311-0799

Conference ID: 962058

 

Join Brian Watson, CFA and Charles Anderson as they review recent volatility within midstream energy infrastruture and possible future headwinds and tailwinds for the sector. 

Dial-In Information: 800-311-0799

Conference ID: 962058

 

Replay Coming Soon Learn More Show Less
Webinar

Applying ESG to a Portfolio

Environmental, Social and Governance (ESG) investing has changed significantly over the past five years - even just in the past two years. Investor demand, especially by millennials, is increasing dramatically, as they are especially keen on impactful ways to invest their assets. Join us for this in-depth discussion that will cover:

  • Understanding ESG...

Environmental, Social and Governance (ESG) investing has changed significantly over the past five years - even just in the past two years. Investor demand, especially by millennials, is increasing dramatically, as they are especially keen on impactful ways to invest their assets. Join us for this in-depth discussion that will cover:

  • Understanding ESG Investing
  • ESG Ratings, Tools and Technology
  • Applying ESG to Portfolios Through Smart Beta

Moderator:
Matt Schifrin, Vice President & Managing Editor, Forbes Media

Speakers:

Sharon French, Head of Beta Solutions
Olga Emelianova, Executive Director, MSCI ESG Research, MSCI

 

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Conference Call

Rochester Municipal Bond Update Call

Rochester will be discussing current topics in the municipal bond market, with Q&A at the end.

Dial in # 888-855-5428. Conf ID # 7183474

Rochester will be discussing current topics in the municipal bond market, with Q&A at the end.

Dial in # 888-855-5428. Conf ID # 7183474

Moderator:
The Rochester Investment Team,
Replay Coming Soon Learn More Show Less
Professional Development

Barron’s Atlanta Regional Summit

Barron’s Atlanta Regional Summit

Barron’s Atlanta Regional Summit

Replay Coming Soon
Professional Development

Barron’s Top Advisors Event

Barron’s Top Advisors Event

Barron’s Top Advisors Event

Replay Coming Soon
Professional Development

LPL Focus Conference

LPL Focus Conference

LPL Focus Conference

Replay Coming Soon
Professional Development

Barron’s Houston Regional Summit

Barron’s Houston Regional Summit

Barron’s Houston Regional Summit

Replay Coming Soon
Professional Development

Wells Fargo Financial Network Connect Conference

Wells Fargo Financial Network Connect Conference

Wells Fargo Financial Network Connect Conference

Replay Coming Soon
Professional Development

Barron’s Scottsdale Regional Summit

Barron’s Scottsdale Regional Summit

Barron’s Scottsdale Regional Summit

Replay Coming Soon
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