February 20, 2017 1:51 AM ET

Capital Markets

Company Overview of OppenheimerFunds, Inc.

Company Overview

OppenheimerFunds, Inc. is a privately owned investment manager. The firm also provides retirement planning services. It primarily provides its services to investment companies. The firm also provides its services to pooled investment vehicles and other investment advisers. It launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm employs fundamental analysis to create its portfolio. It conducts external research to make its investments. The firm was founded in 1960 and is based in New York...

Two World Financial Center

225 Liberty Street

New York, NY 10281-1008

United States

Founded in 1960





Key Executives for OppenheimerFunds, Inc.

Chief Executive Officer, President, and Chairman
Age: 57
Chief Financial Officer
Head of Operations
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 56
Chief Economist and Senior Investment Officer
Compensation as of Fiscal Year 2016.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds, Inc. Announces Executive Appointments

OppenheimerFunds announced that it has made two key appointments to its Beta Solutions team. Alex Depetris has joined the firm as chief operating officer, Beta Solutions, and Mo Haghbin has joined the firm as head of product, Beta Solutions. Both will be based in New York and report to Sharon French, Head of Beta Solutions, company. In his role as COO, Depetris will oversee the continued scalability of the firm's ETF infrastructure to support sustained growth of the business. As Head of Product, Haghbin will identify new opportunities in the marketplace to create compelling ETF solutions that further augment the firm's existing investment platform, which includes equity, fixed-income, alternative and multi-asset solutions, as well as revenue-weighted ETF and ESG ETF strategies. Depetris joins from Deutsche Bank AG where he was a founder, COO and Chairman of the board of Deutsche X-trackers ETF business in the U.S. and also managed the PowerShares DB ETF platform (sold to Invesco PowerShares in 2015). Haghbin joins the firm from BlackRock where he was Head of Business Management, for the US Fundamental Fixed Income teams within the firm's Global Fixed Income group.

OppenheimerFunds Appoints Doug Stewart as Head of European, Middle East and Africa Distribution, Based in London

OppenheimerFunds announced the appointment of Doug Stewart as Head of European, Middle East and Africa Distribution, based in London. The appointment represents a further expansion of OppenheimerFunds' International Distribution platform, which also includes the launch of a UCITS-Fund platform. Stewart will be responsible for marketing and distribution efforts throughout Europe, the Middle East and Africa. He will report to Steve Paddon, Head of Institutional & International at OFI Global Asset Management, Inc., a subsidiary of OppenheimerFunds serving institutional investors and consultants throughout the world. Prior to joining OppenheimerFunds, Stewart spent 14 years with AllianceBernstein Limited, most recently as Managing Director, EMEA Client Group, responsible for client relationship management, team monitoring and expansion in Institutional markets. In previous roles, Stewart spent time as the UK Sales Head overseeing Insurance, Pension Funds, Multi-Manager Fund of Funds, Endowments, Charities and Foundations.

OppenheimerFunds Launches Oppenheimer International Growth and Income Fund

OppenheimerFunds announced the launch of Oppenheimer International Growth and Income Fund. The fund is managed by Robert Dunphy, co-portfolio manager of Oppenheimer International Growth Fund, who joined the firm in 2004. The Oppenheimer International Growth and Income Fund will seek total return by investing in cash generative, dividend paying companies that may benefit from long-term secular growth trends.

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