Treasuries Aren’t Cutting It. So, Now What?

Date: Monday, September 9, 2013
Time: 4pm ET | 1pm PT
Cost: Free

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The 30-year bull market in U.S. Treasuries is likely over. Investors want to know where they can find real income and potential protection against interest rate risk. Join some of OppenheimerFunds’ top investment minds in an interactive webcast as they discuss:

  • How investors can adjust their fixed income portfolios with other income-producing assets
  • Where opportunities exist in international bonds, senior loans and municipal bonds
  • Why dividend-growing stocks and MLPs appear attractive


 Featured Speakers:

Krishna Memani Krishna Memani
CIO Fixed Income
OppenheimerFunds

Krishna Memani oversees all fixed income investments including the global, investment grade, high yield corporate, and Rochester® municipal debt teams, as well as the cash strategies and commodities teams. He is responsible for over 70 fixed income investment professionals including portfolio managers, analysts and traders.

Additionally, Krishna heads the company’s investment-grade fixed income funds and is directly responsible for a team of 10 fixed income investment professionals including a portfolio manager, four credit analysts, two securitized product analysts, two traders and a quantitative analyst.

Krishna manages Oppenheimer Core Bond Fund, Oppenheimer Global Strategic Income Fund, Oppenheimer Limited-Term Government Fund, Oppenheimer Corporate Bond Fund and Oppenheimer Capital Income Fund.

Before he joined the company in 2009, he was a managing director at Deutsche Bank, heading U.S. and European credit analysis. Earlier, he headed global credit research at Credit Suisse; was in charge of high grade and high yield portfolios at Putnam Investments; and was a credit analyst at Morgan Stanley, heading U.S. fixed income strategy and mortgage research.

Krishna earned a Bachelor of Engineering from Birla Institute of Technology and Science in India and graduated from the University of Florida with an M.B.A. in finance and an M.A. in economics with a focus on econometrics.

Michael Levine Michael Levine
Portfolio Manager, Oppenheimer Equity Income Fund
OppenheimerFunds

Mike Levine is a Vice President and Portfolio Manager responsible for the Oppenheimer Equity Income Fund, Inc.

Before joining OppenheimerFunds in 1994, Mr. Levine was a Research Analyst and Portfolio Manager at AMAS Securities where he managed both equity and fixed income assets. Previously, he was an Analyst in the Capital Markets group at Lehman Brothers and in Corporate Finance with Janney Montgomery Scott.

Mr. Levine is a graduate of the Wharton School of the University of Pennsylvania and holds the Chartered Financial Analyst designation.

Kamal Bhatia Kamal Bhatia
Product Director
OppenheimerFunds

Kamal Bhatia is a Senior Vice President and Product Director for the taxable fixed income and alternatives team at OppenheimerFunds. His group is responsible for managing the product development and management and client portfolio management efforts for the global fixed income, alternative strategies and multi-asset funds.

Prior to joining OppenheimerFunds in September 2011, Mr. Bhatia served as Managing Director for investment products in the real assets and socially responsible investments space at TIAACREF. Previously, he served as First Vice President for Mellon Institutional Asset Management holding various roles in investment analytics, corporate strategy and product development. He started his career with the Global Corporate and Investment Banking Group at Citigroup where he last held the position of Vice President, Client Servicing with the Global Commercial Credit unit.

Mr. Bhatia holds a B.Tech. from the Indian Institute of Technology, Kanpur (India) and a M.S. from Washington University in St. Louis as a Sever Fellowship Scholar. He serves on the board of a local not-for-profit “Big Apple Greeter” in New York City.

 

Moderated by:

Brian Levitt Brian Levitt
Senior Economist
OppenheimerFunds

Brian Levitt is the Corporate Economist at OppenheimerFunds, Inc. He is responsible for the development and communication of the firm’s economic outlooks and insights. Mr. Levitt also serves on the firm’s New Product Development Committee.

Mr. Levitt has over a decade of investment experience working in the mutual fund business. He began his OppenheimerFunds career in April 2000, and was named Corporate Economist in the fall of 2005. Prior to his career at OppenheimerFunds, Mr. Levitt worked at Morgan Stanley Dean Witter.

Mr. Levitt holds a B.A. in Economics from the University of Michigan and an M.B.A. with honors in Finance and International Business from Fordham University in New York City. He is frequently quoted in the press including the Associated Press, BusinessWeek and the Wall Street Journal. He appears regularly on CNBC, Fox Business News and PBS’ Nightly Business Report.

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