Oppenheimer 60th Anniversary - 4

The Principles Behind the Performance
Senior Leadership Team in the industry
Art Steinmetz

Sharon French

Krishna Memani

Chairman, CEO, and President

Head of Beta Solutions

Chief Investment Officer

"Every industry is facing disruption today.
... By fostering a culture of innovation, and
unleashing your employees' creativity, you
may be able to ensure that you're not just
ready for, but maybe even ahead of, what
comes next."

"We have been delivering investment solutions to advisors and their clients for over
60 years, and we want to continue to bring
the best of the firm to our clients - whether it's a mutual fund, ETF, or separate
account - and respond to their needs."

"Through the strength of our overall
investment platform, we're focused on
delivering superior risk-adjusted returns
and long-term outperformance over a
full market cycle aligned to our clients'
expectations."

LinkedIn, Manage Disruption by
Fostering a Culture of Innovation
June 16, 2015

Ignites
February 22, 2018

Market Watch
March 28, 2017

Ahmad Deek
Chief Risk Officer
"It was well understood that risk management needed to be a mature and
independent function at all financial firms.
In the past, some risk managers reported
into portfolio management. The industry
has [since] evolved."

Fund Operations
October 8, 2018

Cynthia Lo Bessette

Peter Mintzberg

General Counsel

Chief Strategy Officer

"Something I've been very focused on
... has been knowledge management -
it's extremely important for the control
function, particularly given the rapid pace
of regulatory changes."

Compliance Reporter
April 12, 2017

John McDonough
Andy Doyle
Chief Human Resources Officer
"We strive to foster a respectful environment and ensure OppenheimerFunds is a
great place to work - for everyone. Our
firm's strong ally culture is rooted in our
appreciation for differences in thought, experience, background, and perspective."

Ignites
February 5, 2018

Head of Distribution and Marketing
"It's the ability to engage an advisor to ascertain what they're trying to accomplish.
Rather than leading with a product, it's really a process to understand what they are
trying to accomplish and then being able to
have the conversation across strategies."

Fund Action
April 12, 2017

Eric Meltzer
George Evans
CIO, Global Equities
"Environmental, social, and governance
(ESG) factors have been and are important
to any holistic understanding of a business.
In some ways, they are the most foundational or bedrock investment issues, and
we have found in our own strategies that
good ESG practices at companies can be
additive to investment performance."

Forbes
August 15, 2018

4 * The Right Way to Invest: 60 Years of OppenheimerFunds

Chief Technology Officer
"Data is paramount and foundational to
everything we do. We have dedicated
tech and ops groups that support each
business unit to provide consistency, accuracy, and timely data. Making our data
actionable is a competitive advantage." 

Remarks to Fund Operations
May 16, 2018

"I believe that people who succeed in
business and in life are constantly seeking
to educate themselves. Those interests
and abilities come into play in the M&A
world where we are always on the lookout
for companies that are underperforming
and can be considered diamonds in the
rough. You have to have that curiosity and
analytic ability so you can identify critical
characteristics or data that other people
are missing."

The Alumni Society
August 1, 2018

Dave Pfeffer
Chief Financial Officer
"2018 marked OppenheimerFunds'
second best year in our history in terms
of financial performance thanks to the
superb execution and efforts of our teams
across the firm. I am so proud of our
employees for stepping up and leading in their communities. The generous
contributions by our colleagues through
these expanded gift matching and grants
programs will have a remarkable impact
for years to come."

Corporate Social Responsibility Wire
April 2019
Oppenheimer 60th Anniversary

Table of Contents for the Digital Edition of Oppenheimer 60th Anniversary
