Oppenheimer 60th Anniversary - 73

The SteelPath Team believes that a private
equity approach focused on companies
within the energy value chain, combined with
fundamental bottom-up analysis, leads to attractive income solutions and the potential for
compelling long-term risk-adjusted returns

Stuart Cartner
SteelPath Team
Leader

Tenure » 30 years,
industry; 11 years,
Oppenheimer and
SteelPath

Joseph Welsh, CFA
Head of Senior Corporate
Loan Team

Senior Corporate Loan Team

SteelPath Team

The Senior Corporate Loan Team believes a creditcentric and bottom-up approach is the best discipline
to identify the most attractive securities in the senior
loan market.

Tenure » 27 years, industry;
24 years, Oppenheimer

Investment Grade Debt Team

Oppenheimer Rochester
Municipal Team

The Investment Grade Debt Team believes consistent
outperformance while serving as the ballast of an overall
portfolio can be achieved by operating within a risk-controlled framework, employing a shorter-term investment
horizon of six to 12 months, and avoiding exposures to
higher beta sectors of the fixed income markets.

The Oppenheimer Rochester Municipal Team
champions a time-tested, value-oriented, researchintensive, and security-specific approach designed to
generate long-term total returns derived primarily from
tax-advantaged income.

Global Debt Team
and Multi-Sector
Fixed IncomeTeam
The Global Debt Team's active management
of currency, interest rates, and credit may lead
to higher income, potential alpha, and the
benefits of diversification. Analysis of global
macroeconomic factors is critical in allocating
among the varied types of debt in each.
The Multi-Sector Fixed Income Team
believes that asset allocation among the
various diverse fixed income sectors can be
actively managed to seek to generate high
income and capital gains with less risk than
any one individual sector.

Peter Strzalkowski, CFA
Investment Grade Debt
Team Co-Lead

Tenure » 26 years, industry;
11 years, Oppenheimer

Scott Cottier, CFA
Municipal Fund
Management
Co-Team Leader

Young-Sup Lee
Investment Grade
Debt Team Co-Lead

Tenure » 28 years,
industry; 9 years,
Oppenheimer

Tenure » 23 years,
industry; 16 years,
Oppenheimer

We believe that changes in fundamental elements
can lead to disruptions and ultimately opportunities.
The most attractive change opportunities take
place over multiple years, and we look to identify
them before they are widely understood in the
market. We seek strong risk-adjusted returns that
are less driven by traditional stock and bond market
factors by investing in multiple long and short
strategies across a broad array of assets.

We believe a combination of quantitative and qualitative
analysis is an effective approach to constructing diversified, globally allocated portfolios that are positioned to
take advantage of prevailing market inefficiencies and
conditions.

Chris Kelly, CFA
Co-Head of
Global Debt Team

Tenure » 23 years,
industry; 3 years,
Oppenheimer

Alessio de Longis, CFA
Co-Head of Global
Multi-Asset Team

Tenure » 32 years,
industry; 7 years,
Oppenheimer

Tenure » 15 years, industry;
15 years, Oppenheimer

Cash Strategies Team
The Cash Strategies Team employs extensive credit
research and maturity management with a focus on
liquidity, seeking to invest in short-term, high quality,
dollar-denominated debt instruments to generate
current income, while also aiming to preserve capital.

Christopher Proctor, CFA
Head of Cash Strategies
Team

Tenure » 28 years, industry;
10 years, Oppenheimer

Michelle Borré, CFA
Alternative Strategies
Team Leader

Ben Rockmuller, CFA
Co-Head of Global
Multi-Asset Team

Tenure » 23 years,
industry; 16 years,
Oppenheimer

Tenure » 15 years, industry;
15 years, Oppenheimer

Beta Solutions Team

SNW Investment Team
SNW provides high quality, tax-efficient, and tailored
fixed income management as well as impact solutions with an approach that emphasizes maximizing
after-tax income and returns while actively managing portfolio risks and mitigating the downside.

Eddie Bernhardt, CFA
SNW Investment Team
Leader

Tenure » 19 years,
industry; 1 year,
Oppenheimer

Tenure » 20 years,
industry; 16 years,
Oppenheimer

Alternative Strategies Team

Global Multi-Asset Team

Hemant Baijal
Co-Head of
Global Debt
Team and Head
of Multi-Sector
Fixed Income
Team

Troy Willis, JD, CFA
Municipal Fund
Management
Co-Team Leader

Building strategies around fundamentals, specifically revenue, the Beta Solutions Team aims to
create products that outperform passive marketcap strategies as well as actively managed investment portfolios over time.

Frank A. Vallario
Senior Portfolio
Manager

Tenure » 23 years,
industry; 1 year,
Oppenheimer

The Right Way to Invest: 60 Years of OppenheimerFunds * 73
Oppenheimer 60th Anniversary

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