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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

Developing Markets Fund

Replay will be available until 7/26/18.

Replay will be available until 7/26/18.

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Webinar

Global Opportunities Fund

Replay will be available until 7/27/18.

Replay will be available until 7/27/18.

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Webinar

Emerging Markets Innovators Fund

Replay will be available until 7/28/18.

Replay will be available until 7/28/18.

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Webinar

Fundamental Alternatives Fund

Replay will be available until 7/29/18.

Replay will be available until 7/29/18.

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Past Events

Webinar

International Growth Fund

Replay will be available until 7/22/18.

Replay will be available until 7/22/18.

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Webinar

International Equity Fund

Replay will be available until 7/22/18.

Replay will be available until 7/22/18.

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Webinar

Global Fund

Replay will be available until 7/21/18.

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Webinar

International Bond Fund and Emerging Market Local Debt Fund

Replay will be available until 7/20/18.

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Webinar

Senior Floating Rate Fund

Replay will be available until 7/19/18.

Replay will be available until 7/19/18.

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Webinar

Discovery Fund / Discovery Mid Cap Growth Fund

Replay will be available until 7/19/18.

Replay will be available until 7/19/18.

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Webinar

Implementing ESG Strategies

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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Webinar

Capturing Wealth In Motion

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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Webinar

Anchor Your Core with Revenue Weighting

Inside The Webinar
With the growing migration towards index investing strategies, financial advisors may be wondering whether traditional market cap weighting is the right approach for their clients. In this upcoming webinar, OppenheimerFunds and ETF Trends will discuss why a revenue-weighted indexing approach could serve as a compelling...

Inside The Webinar
With the growing migration towards index investing strategies, financial advisors may be wondering whether traditional market cap weighting is the right approach for their clients. In this upcoming webinar, OppenheimerFunds and ETF Trends will discuss why a revenue-weighted indexing approach could serve as a compelling alternative to market-cap weighting for core equity positions.

What You’ll Learn
Join OppenheimerFunds and Tom Lydon, Editor and Publisher of ETF Trends as he moderates a discussion on:

  • Where we are in the current market cycle
  • Revenue weighting in growth and value markets
  • How financial advisors can implement revenue-weighted strategies into a core portfolio
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Webinar

Replay: Connecting Economic Regimes to Factor Exposure

Inside The Webinar

Factor investment strategies have provided investors with more control to achieve targeted investment outcomes. In this webinar, OppenheimerFunds and ETF Trends review how the identification of economic regimes can specifically help investors align factor exposures in their portfolios.

What You'll...

Inside The Webinar

Factor investment strategies have provided investors with more control to achieve targeted investment outcomes. In this webinar, OppenheimerFunds and ETF Trends review how the identification of economic regimes can specifically help investors align factor exposures in their portfolios.

What You'll Learn

Join OppenheimerFunds and Tom Lydon, Editor and Publisher of ETF Trends as he moderates a discussion on:

  • What are investment factors and how do they work?
  • How OppenheimerFunds identifies economic regimes
  • Types of factors that may work best throughout the economic cycle
  • How financial advisors can implement factors in their investment portfolios?
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Webinar

The Smart Beta Ecosystem: What You Need to Know

OppenheimerFunds is a sponsor of the ETF Trends Virtual Summit. David Mazza joins a panel of industry experts as they dissect the backbone behind the new breed of factor-based ETFs and examine the index factors to improve portfolio construction. In search of diversifying risk in an extended bull market environment, more are turning to alternative index-based ETFs that...

OppenheimerFunds is a sponsor of the ETF Trends Virtual Summit. David Mazza joins a panel of industry experts as they dissect the backbone behind the new breed of factor-based ETFs and examine the index factors to improve portfolio construction. In search of diversifying risk in an extended bull market environment, more are turning to alternative index-based ETFs that implement factor screens seek to enhance returns and diminish risks associated with traditional market-cap weighted funds. When browsing through the various options available, investors have to be more discerning in comparing the various factor options to find the best fit. 

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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

Moderator: 

Tom Lydon, Editor and Publisher of ETF Trends

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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...

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.
Speaker:
Ned Dane, Head of Private Client Group
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Conference

IMPACT® 2017 Education Session on Smart Beta

Smart Beta assets continue to grow at a rapid pace. We believe the case for Smart Beta is compelling, given that these strategies seek to capitalize on the factors that academic research has identified as key drivers of equity returns. OppenheimerFunds’ Beta Solutions experts will provide a closer look at the Smart Beta landscape and explain how...

Smart Beta assets continue to grow at a rapid pace. We believe the case for Smart Beta is compelling, given that these strategies seek to capitalize on the factors that academic research has identified as key drivers of equity returns. OppenheimerFunds’ Beta Solutions experts will provide a closer look at the Smart Beta landscape and explain how these strategies—such as fundamentally weighted and factor-based approaches—can be implemented into advisor portfolios.

For additional information, contact your OppenheimerFunds RIA Consulting Team at 800.981.2773 or email us at RIAinfo@ofiglobal.com. Come see us at Booth #626 for an informative one-on-one conversation with OppenheimerFunds.

Won’t be there in person? Catch our live stream of this session via Twitter

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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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