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Events

OppenheimerFunds' investment professionals speak regularly on the issues that are top-of-mind for high net worth investors. Join us in-person or online at the events listed below.

Upcoming & Current Events

Webinar

Update: Oppenheimer International Bond Fund

Portfolio Direct Access: Oppenheimer International Bond Fund

Replay will be available until 2/1/18.

Portfolio Direct Access: Oppenheimer International Bond Fund

Replay will be available until 2/1/18.

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Webinar

Update: Oppenheimer Global Fund

Portfolio Direct Access: Oppenheimer Global Fund

Replay will be available until 2/2/18.

Portfolio Direct Access: Oppenheimer Global Fund

Replay will be available until 2/2/18.

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Webinar

Update: Oppenheimer Global Opportunities Fund

Portfolio Direct Access: Oppenheimer Global Opportunities Fund

Replay will be available until 2/3/18.

Portfolio Direct Access: Oppenheimer Global Opportunities Fund

Replay will be available until 2/3/18.

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Webinar

Update: Oppenheimer Senior Floating Rate Fund

Portfolio Direct Access: Oppenheimer Senior Floating Rate Fund

Replay will be available until 2/4/18.

Portfolio Direct Access: Oppenheimer Senior Floating Rate Fund

Replay will be available until 2/4/18.

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Webinar

Update: Oppenheimer Fundamental Alternatives Fund

Portfolio Direct Access: Oppenheimer Fundamental Alternatives Fund

Replay will be available until 2/4/18.

Portfolio Direct Access: Oppenheimer Fundamental Alternatives Fund

Replay will be available until 2/4/18.

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Webinar

Oppenheimer SteelPath MLP Funds

Portfolio Direct Access: Oppenheimer SteelPath MLP Funds

Replay will be available until 2/5/18.

Portfolio Direct Access: Oppenheimer SteelPath MLP Funds

Replay will be available until 2/5/18.

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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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Past Events

Webinar

Update: Oppenheimer Emerging Markets Innovators Fund

Portfolio Direct Access: Oppenheimer Emerging Markets Innovators Fund

Replay will be available until 1/29/18.

Portfolio Direct Access: Oppenheimer Emerging Markets Innovators Fund

Replay will be available until 1/29/18.

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Webinar

Update: Oppenheimer Developing Markets Fund

Portfolio Direct Access: Oppenheimer Developing Markets Fund

Replay will be available until 1/28/18.

Portfolio Direct Access: Oppenheimer Developing Markets Fund

Replay will be available until 1/28/18.

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Webinar

Update: Oppenheimer Main Street Fund®

Portfolio Direct Access: Oppenheimer Main Street Fund®

Replay will be available until 2/27/18.

Portfolio Direct Access: Oppenheimer Main Street Fund®

Replay will be available until 2/27/18.

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Webinar

Update: Oppenheimer International Growth Fund

Portfolio Direct Access: Oppenheimer International Growth Fund

Replay will be available until 1/26/18.

Portfolio Direct Access: Oppenheimer International Growth Fund

Replay will be available until 1/26/18.

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Webinar

2018 Outlook

Join us for an interactive discussion on OppenheimerFunds 2018 Outlook. Hear insights on:

  • Will global economic growth continue in this expansion’s tenth year?

  • What is the outlook for tax policy in the U.S. under the Trump administration?

  • Will stocks continue to thrive in the New Year even as...

Join us for an interactive discussion on OppenheimerFunds 2018 Outlook. Hear insights on:

  • Will global economic growth continue in this expansion’s tenth year?

  • What is the outlook for tax policy in the U.S. under the Trump administration?

  • Will stocks continue to thrive in the New Year even as global indexes hit new highs and valuations begin to appear stretched?

  • Where should investors look for income as this cycle matures?

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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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Webinar

Revenue Weighting—A Smarter Way to Own the Market

U.S. equities are hovering near record highs, and are witnessing an uptick in a number of factors from both at home and abroad that are contributing to greater market risks. On this upcoming webinar, OppenheimerFunds and ETF Trends will outline potential bumps in the road and delve into an alternatively weighted index strategy that may act as a smarter way to own the...

U.S. equities are hovering near record highs, and are witnessing an uptick in a number of factors from both at home and abroad that are contributing to greater market risks. On this upcoming webinar, OppenheimerFunds and ETF Trends will outline potential bumps in the road and delve into an alternatively weighted index strategy that may act as a smarter way to own the market. Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates this discussion on: Risk factors that could contribute to greater market volatility Revenue-weighting as a potential stabilizing factor Why consider revenue above other fundamentals How financial advisors can build a diversified global portfolio with revenue weighting

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Webinar

The Road Ahead for Emerging Markets

Join us for an interactive discussion on the current state of emerging market equities, which will cover:

  • The current macro environment and geopolitical issues in emerging markets
  • China’s durability and role as a global leader and innovator
  • Why active management has proven critical in emerging market...

Join us for an interactive discussion on the current state of emerging market equities, which will cover:

  • The current macro environment and geopolitical issues in emerging markets
  • China’s durability and role as a global leader and innovator
  • Why active management has proven critical in emerging market investing

Submit your questions for the Portfolio Manager before the webinar by emailing your questions to QA@ofiglobal.com.

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