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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

Update: Oppenheimer Global Fund

Portfolio Direct Access: Oppenheimer Global Fund

Replay will be available until 4/30/18.

Portfolio Direct Access: Oppenheimer Global Fund

Replay will be available until 4/30/18.

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Past Events

Webinar

OFI Pictet Global Environmental Solutions Fund

Portfolio Direct Access: OFI Pictet Environmental Solutions Fund

Replay will be available until 4/27/18.

Speakers:
Christopher Diana, Marc-Olivier Buffle, and Joseph Gunderson

Portfolio Direct Access: OFI Pictet Environmental Solutions Fund

Replay will be available until 4/27/18.

Speakers:
Christopher Diana, Marc-Olivier Buffle, and Joseph Gunderson

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Webinar

Update: Oppenheimer Macquarie Global Infrastructure Fund

Portfolio Direct Access: Oppenheimer Macquarie Global Infrastructure Fund

Replay will be available until 4/26/18.

Speakers:
Brad Frishberg, CFA and Jag Singh

Portfolio Direct Access: Oppenheimer Macquarie Global Infrastructure Fund

Replay will be available until 4/26/18.

Speakers:
Brad Frishberg, CFA and Jag Singh

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Webinar

Update: Oppenheimer International Growth Fund

Portfolio Direct Access: Oppenheimer International Growth Fund

Replay will be available until 4/21/18.

Portfolio Direct Access: Oppenheimer International Growth Fund

Replay will be available until 4/21/18.

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Webinar

Update: Oppenheimer Global Opportunities Fund

Portfolio Direct Access: Oppenheimer Global Opportunities Fund

Replay will be available until 4/20/18.

Portfolio Direct Access: Oppenheimer Global Opportunities Fund

Replay will be available until 4/20/18.

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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
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Webinar

Proving Worth: The Values of Affluent Millennials

The financial advisory business was built on the success of the baby boomer generation. But now the biggest wealth transfer in history is underway: $30 trillion will pass to next generation heirs over the next 30–40 years.1 Young adults born between 1980 and 1995...

The financial advisory business was built on the success of the baby boomer generation. But now the biggest wealth transfer in history is underway: $30 trillion will pass to next generation heirs over the next 30–40 years.1 Young adults born between 1980 and 1995 are playing an ever-increasing role in how their family wealth is managed. The attitudes and opinions of Millennials are quite distinct from the two generations that came before them—Baby Boomers and Generation X—because their experiences are distinct as well. Millennials pose both the biggest threat to the traditional advisor model and the biggest opportunity for future growth.

This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward the CIMA®/CIMC®/CPWA® designations.

 
  1. ^ Source: Accenture study via CNBC, 6/16/16.
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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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