March 05, 2015 7:02 AM ET

Capital Markets

Company Overview of OppenheimerFunds, Inc.

Company Overview

OppenheimerFunds, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals, corporations, and institutions. It also provides sub-advisory investment-management services. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It also launches and manages hedge funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It was founded in 1960 and is based in New York City with additional offices in Rochester, New York and Centennial, Colorado. OppenheimerFunds Inc. operates as a subsidiary of Oppenheimer Acquisition Corp.

Two World Financial Center

225 Liberty Street

New York, NY 10281-1008

United States

Founded in 1960

Phone:

212-323-0200

Fax:

212-323-4070

Key Executives for OppenheimerFunds, Inc.

President, Chief Executive Officer, Portfolio Manager, and Chairman
Age: 55
Senior Vice President and Chief Financial Officer
Executive Vice President and Chief Operating Officer
Chief Investment Officer, Head of Fixed Income, and Portfolio Manager
Age: 54
Senior Vice President and Director of Research
Compensation as of Fiscal Year 2014.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds Reportedly Sold Stake In Ctrip.com

OppenheimerFunds, Inc. has sold stake in Ctrip.com International Ltd. (NasdaqGS:CTRP), SinoCast reported. Reporters contacted with Ctrip.com for confirmation and were told that they will receive response after sending emails. However, they have received no response so far after two days have passed, SinoCast added.

OppenheimerFunds Appoints Eric Meltzer as Chief Technology Officer

OppenheimerFunds announced that Eric Meltzer will join the firm as Chief Technology Officer, effective February 17. In this role, Meltzer will be responsible for advancing the firm's technology, infrastructure and data initiatives. Meltzer will be based in New York and will report directly to Art Steinmetz, OppenheimerFunds Chairman and CEO. Prior to joining OppenheimerFunds, Meltzer served as Chief Technology Officer at Putnam Investments, where he led the creation and execution of technology strategy for applications, infrastructure and telecommunications.

OppenheimerFunds, Inc., Annual General Meeting, Mar 04, 2015

OppenheimerFunds, Inc., Annual General Meeting, Mar 04, 2015. Agenda: To approve an amended investment advisory agreement for the fund; to approve a new investment sub-sub-advisory agreement between OppenheimerFunds, Inc. and OFI SteelPath, Inc; to approve a new investment sub-sub-advisory agreement between the Sub-Adviser and Cornerstone Real Estate Advisers LLC; to approve implementation of a manager of managers arrangement for the fund; and to elect board member nominees.

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