Capturing Wealth In Motion – OppenheimerFunds – 6.13.18

Summary:

Now On Demand.

Trillions of dollars are in motion every year, from heirs, business owners, divorces, and especially changes in advisor relationships. Understanding how to attract and service the shifting landscape of the wealthy is critical for successful advisors. Through our recent study, we gained insightful perspectives from advisors around the world and their clients. Join us for this in-depth discussion that will cover:

  • What’s at stake?
  • Generational perspectives, behavior and expectations
  • Actionable takeaways

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Ned Dane, CAIA
Senior Vice President, Head of Private Client Group
OppenheimerFunds, Inc.

Ned Dane is Senior Vice President and head of OppenheimerFunds’ Private Client Group. He joined the firm in 2014 and is leading the effort to expand and strengthen the channel’s industry presence in the private bank, single family office, and bank trust channels.

Previously, he was head of Ultra High Net Worth Client Solutions at Merrill Lynch, and also held senior leadership positions within the firm’s Global Wealth and Retirement Solutions businesses. Ned was also President of AXA Advisors LLC, and served in leadership roles in both retail and institutional distribution at Putnam Investments.

He is a Chartered Alternative Investment Analyst (CAIA) charterholder, a Chartered Retirement Plan CounselorSM (CRPC®) and holds Series 7, 24, 63 and 65 licenses. Ned has a B.A. in English from the University of New Hampshire and is involved in several cultural, philanthropic and educational institutions, including The Frick Pittsburgh, where he serves as Vice Chairman of the Board of Trustees; and the Helen C. Frick Foundation and the University of New Hampshire Foundation, where he is a board member.

Matt Straut, CIMA
Head of Registered Investment Advisor (RIA) Group
OppenheimerFunds, Inc.

Matt Straut is Senior Vice President and Head of the Registered Investment Advisor business at OppenheimerFunds. He joined the firm in 2014 and is leading the effort to expand and strengthen OppenheimerFunds’ industry presence in the RIA, Multi Family Office, and Personal Investing Platforms channels.

Matt has more than 20 years of experience in sales, sales management, and business management roles in the asset management industry. Before joining OppenheimerFunds in 2014, he was a Vice President at Wells Fargo Asset Management, where he oversaw the RIA and Personal Investing Platforms and Defined Contribution Investment Only (DCIO) channels. Matt was responsible for the creation and execution of a business plan to grow sales and gain market share in these rapidly growing segments of the advice market.

Matt has a B.S. in Marketing from Providence College, and has earned the Certified Investment Management Analyst (CIMA®) designation. He is an active volunteer with several charitable and community organizations, and resides in Hanover, MA, with his wife and four children.

Overview:

Title: Capturing Wealth In Motion
Date: Wednesday, June 13, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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