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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

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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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...

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

The Road Ahead for International Markets

Join us for an interactive discussion on uncovering opportunities in international markets in today’s

environment. Learn about:

  • Where we see value in international equities and fixed income

  • Where to uncover growth and investments opportunities across the globe

  • How OppenheimerFunds...

Join us for an interactive discussion on uncovering opportunities in international markets in today’s

environment. Learn about:

  • Where we see value in international equities and fixed income

  • Where to uncover growth and investments opportunities across the globe

  • How OppenheimerFunds seeks out what we believe are the best risk-adjusted opportunities

  • Why active management has proven critical in international investing

Register Learn More Show Less
Webinar

The Road Ahead for International Markets

Join us for an interactive discussion on uncovering opportunities in international markets in today’s

environment. Learn about:

  • Where we see value in international equities and fixed income

  • Where to uncover growth and investments opportunities across the globe

  • How OppenheimerFunds...

Join us for an interactive discussion on uncovering opportunities in international markets in today’s

environment. Learn about:

  • Where we see value in international equities and fixed income

  • Where to uncover growth and investments opportunities across the globe

  • How OppenheimerFunds seeks out what we believe are the best risk-adjusted opportunities

  • Why active management has proven critical in international investing

Register Learn More Show Less

Past Events

Conference

IMPACT® 2017 Education Session on Smart Beta

  • November 15, 2017

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. http://image.oppenheimerfunds.com/p/cp/99151570a49b8f47/o.gif

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

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  • November 15, 2017
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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Webinar

ETFs 201: ETF Trading - Behind the Scenes

While ETFs have continued to grow in popularity, an overwhelming majority of them still lack trading volume. Before you make that next trade, learn how market makers are providing necessary liquidity. In this hard-hitting webinar, we discuss the best trading practices for execution and facilitate block trading.

While ETFs have continued to grow in popularity, an overwhelming majority of them still lack trading volume. Before you make that next trade, learn how market makers are providing necessary liquidity. In this hard-hitting webinar, we discuss the best trading practices for execution and facilitate block trading.

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Webinar

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

InvestmentNews and OppenheimerFunds will debunk some common investment myths and misconceptions about active management.

InvestmentNews and OppenheimerFunds will debunk some common investment myths and misconceptions about active management.

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Webinar

ETF Trends: The Untapped Potential of ESG Investing

Join ETF Trends and OppenheimerFunds as they discuss the habits and preferences of millennial investors, the potential benefits of revenue weighted ESG strategies and the ESG portfolio construction process.

Moderator: Tom Lydon, Editor and Publisher of ETF...

Join ETF Trends and OppenheimerFunds as they discuss the habits and preferences of millennial investors, the potential benefits of revenue weighted ESG strategies and the ESG portfolio construction process.

Moderator: Tom Lydon, Editor and Publisher of ETF Trends

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