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Sustainable Investing: A Quiet Revolution

Happy New Year! Even asset managers make resolutions, and ours is to be mindful of our impact on the world as stewards of capital.

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Minding the Fiduciary Gap Overview

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World Financial
CEO Advisor Institute Video
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Sustainable Investing: A Quiet Revolution

Thu, 04 Jan 2018

Happy New Year! Even asset managers make resolutions, and ours is to be mindful of our impact on the world as stewards of capital.

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MLPs: Flowing into 2018

Thu, 07 Dec 2017

MLPs had a rough 2017 as it disconnected with oil on the upswing. PM Brian Watson provides his take on ’18.

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2018 Outlook w/ CIOs Krishna Memani and Mark Hamilton

Tue, 05 Dec 2017

As you position your clients for 2018, listen to our CIOs thoughts on the upcoming year.

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Equity Strategy Playbook

Tue, 21 Nov 2017

Growth vs Value? Small vs Large? EM or DM? Answer these client questions using the Equity Strategy Playbook.

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Dynamic Factors, The Fed, Valuations, and Tax Reform

Thu, 02 Nov 2017

Factors are now a part of the investment process, but how have they reacted in this part of the cycle?

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Something Both Parties Agree On: Infrastructure

Mon, 16 Oct 2017

Everyone agrees we need better infrastructure. Hear how the rest of the world is making their trains run on time.

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About this Podcast

Oppenheimerfunds world financial podcast

The OppenheimerFunds World Financial Podcast explore long-term investing trends in this ever-changing world. This podcast provide a unique perspective on how to invest through discussions with analysts who study the big-picture trends that are shaping our lives. Each conversation is specific, yet accessible to a broad audience of investors and advisors. Subscribe to this channel to see where we think the world is going and learn what we believe is the “Right Way to Invest”.

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Why Are You on a Team?

Tue, 26 Feb 2013

Explain your team's rationale, structure and value.

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How Do You Do It

Tue, 26 Feb 2013

Use a "Professional" rather than a "sales" model.

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What Do You Do

Tue, 26 Feb 2013

Describe what you do for your clients and prospects in a way that creates compelling clarity.

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Market Psychology

Thu, 20 Jul 2017

How do you help calm clients nerves?

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Discussing Fee Structure

Thu, 20 Jul 2017

How to articulate the fee conversation

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Critical Importance of Goal Mapping

Thu, 20 Jul 2017

How to ensure you and your clients are on the same page

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About this Podcast

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The OppenheimerFunds CEO Advisor Institute Podcasts are designed to help financial advisors run their business like a world-class CEO and engage their clients as a trusted global advisor. This content will allow you to: learn thought-provoking approaches for managing your practice and team to address the ever growing complexities of our industry; evaluate your practice with diagnostic tools that will help you identify structural and systemic opportunities to refine your business; act with proven steps for putting the principles and tenets of this curriculum into practice. Download these podcasts to help take your practice to the next level.

Risk Disclosure:

Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk. These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.

The mention of specific companies does not constitute a recommendation by any particular fund or by OppenheimerFunds, Inc.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

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