Miami, December 19, 2017 – OFI Global, an OppenheimerFunds company, has named Ivan DelRio as Nonresident Client Senior Advisor Consultant. Covering Florida, DelRio is based in Miami and responsible for expanding the firm’s offshore business by leveraging its growing UCITS platform. He reports to Paul Eisenhardt, Head of International Distribution – Americas and Australia.
Eisenhardt leads OFI Global’s distribution activities with US-based non-resident investors with a specific focus on the firm’s UCITS. “Having spent the last 20 years in Miami, Ivan understands the Latin American market and will help OppenheimerFunds better serve clients across this region with his deep knowledge of the Florida international advisor marketplace,” Eisenhardt said.
Most recently, DelRio was Senior Advisor Consultant for Florida and Alabama at OppenheimerFunds. Prior to joining the firm in 2012, DelRio was Vice President of Investment Services at JPMorgan Chase & Co., and before that held positions at John Thomas Financial and Prestige Financial. Fluent in Spanish, DelRio received a Bachelor’s degree in Business Administration and Finance from Florida International University and is currently a CFA level III candidate.
"With decades of global investing experience, we look forward to providing our growing UCITS offerings to our international clients,” said John McDonough, Head of Distribution and Marketing for OppenheimerFunds.
Recently, the firm launched OppenheimerFunds ICAV, an Ireland-domiciled UCITS platform, and its sub-funds. These funds provide new choices to offshore clients and deepen relationships with consultants and investment platform providers.
OppenheimerFunds’ UCITS funds include:
- NEW – Oppenheimer Emerging Markets Local Debt UCITS Fund
- Oppenheimer Developing Markets Equity UCITS Fund
- Oppenheimer Emerging Markets Innovators UCITS Fund
- Oppenheimer Global Equity UCITS Fund
- Oppenheimer Global Value Equity UCITS Fund
OppenheimerFunds has also grown its international presence with the opening of its headquarters for Europe, the Middle East and Africa (EMEA) in London. Doug Stewart, Head of EMEA, leads the firm’s London-based operations.
The firm is also actively involved in philanthropy and community efforts through its 10,000 Kids by 2020 initiative, which aims to introduce children to math literacy programs. Earlier this year, OppenheimerFunds sponsored the National Museum of Mathematics’ Math Midway 2 Go exhibit at the Miami Children’s Museum.
OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $246 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of November 30, 2017.
Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted-ETF strategies, including ESG offerings, and is a signatory of the UN PRI. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. The firm is also active through its Philanthropy & Community initiative: 10,000 Kids by 2020, reaching children with introductions to math literacy programs.
The Oppenheimer Funds ICAV is an Irish collective asset management vehicle constituted as an umbrella fund with segregated liability between sub-funds, authorised by the Central Bank of Ireland (CBI) as an investment company pursuant to the Undertaking for Collective Investment in Transferable Securities (UCITS) Regulations. Authorisation by the CBI is not an endorsement or guarantee of the Funds by the CBI nor is the CBI responsible for the contents of the Prospectus, fund supplements, or KIIDs. The Fund is offered solely to non-U.S. investors under the terms and conditions of the Fund’s current Prospectus, or, in limited circumstances, otherwise in transactions which are exempt in reliance on Regulation S from the registration requirements of the United States Securities Act of 1933, as amended and such other laws as may be applicable. This document does not constitute an offer to subscribe for shares in the Fund. It is intended only for professional/sophisticated investors. The Fund is registered for public offer and sales only in the Republic of Ireland and has been passported for public offer and sale in the United Kingdom and Luxembourg. Fund shares may be otherwise sold on a private placement basis depending on the jurisdiction.
This material is for informational purposes only and is not intended to be investment advice, a recommendation, or to predict or depict the performance of any investment.