Kevin Baum calls his position as manager of the Oppenheimer Real Asset Fund a great combination of his two loves--investment markets and commodities. How does one come to have a love of commodities? In Baum's case it could be called an accident of birth. "I grew up in Texas and we did a little bit of ranching, but primarily we were in the oil and gas business. The Oppenheimer Real Asset Fund has given me the opportunity to combine those two interests; it's worked out really well." A graduate of Texas Tech University, Baum joined Oppenheimer in 1993 after gaining some initial financial experience with Edward Jones. After spending a few years as an analyst, he became a member of the team that launched the Real Asset Fund in 1997. He took over day-to-day management responsibilities in May 1999 and was joined by co-manager Angelo Manioudakis in April 2002.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor take a look at generational differences in...
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
Sep 27, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.