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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

Conference Call

2019 Outlook: U.S. Lands Softly, Converges with Rest of the World

Join OppenheimerFunds’ Chief Investment Officer Krishna Memani and Senior Investment Strategist Brian Levitt as they discuss the firm’s 2019 Outlook. Krishna will share his views on what the economy and markets may look like in the coming year.

Dial in: 855-719-5008
Conference ID: 296727

Join OppenheimerFunds’ Chief Investment Officer Krishna Memani and Senior Investment Strategist Brian Levitt as they discuss the firm’s 2019 Outlook. Krishna will share his views on what the economy and markets may look like in the coming year.

Dial in: 855-719-5008
Conference ID: 296727

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Past Events

Webinar

Implementing ESG Strategies

  • June 20, 2018
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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
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  • June 20, 2018
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Webinar

Capturing Wealth In Motion

  • June 13, 2018
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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
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  • June 13, 2018
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