Oppenheimer Concludes 20th Annual Professionals Alliance Group (PAG) Conference
Oppenheimer Holdings (NYSE: OPY) concluded its 20th annual Professionals Alliance Group (PAG) Conference at its New York headquarters on November 12-13, 2024. The event brought together Oppenheimer's financial advisors, investment managers, and senior leadership with CPAs and industry partners. The PAG program, established in 1997, enables accounting firms and professional services providers to access Oppenheimer's wealth management, capital markets, and investment banking capabilities. The conference featured sessions on tax-efficient strategies, including tax-exempt fixed income, 1031 exchanges, tax-managed direct indexing, and exchange funds.
Oppenheimer Holdings (NYSE: OPY) ha concluso la sua ventesima Conferenza annuale del Professionals Alliance Group (PAG) presso la sede di New York il 12-13 novembre 2024. L'evento ha riunito i consulenti finanziari, i gestori degli investimenti e la leadership senior di Oppenheimer con i CPA e i partner del settore. Il programma PAG, istituito nel 1997, consente alle società di contabilità e ai fornitori di servizi professionali di accedere alle capacità di gestione patrimoniale, mercati dei capitali e investment banking di Oppenheimer. La conferenza ha presentato sessioni su strategie fiscali efficienti, comprese obbligazioni a reddito fisso esente da tasse, scambi 1031, indicizzazione diretta gestita fiscalmente e fondi di scambio.
Oppenheimer Holdings (NYSE: OPY) concluyó su vigésima Conferencia anual del Professionals Alliance Group (PAG) en su sede de Nueva York del 12 al 13 de noviembre de 2024. El evento reunió a los asesores financieros, gerentes de inversión y liderazgo senior de Oppenheimer con CPA y socios de la industria. El programa PAG, establecido en 1997, permite a las firmas de contabilidad y proveedores de servicios profesionales acceder a las capacidades de gestión de patrimonio, mercados de capital y banca de inversión de Oppenheimer. La conferencia incluyó sesiones sobre estrategias fiscales eficientes, incluidas inversiones de renta fija exentas de impuestos, intercambios 1031, indexación directa administrada fiscalmente y fondos de intercambio.
오펜하이머 홀딩스 (NYSE: OPY)는 2024년 11월 12일부터 13일까지 뉴욕 본사에서 열린 제20회 연례 전문가 연합 그룹(PAG) 회의를 마쳤습니다. 이번 행사에서는 오펜하이머의 재정 고문, 투자 관리자 및 고위 리더십이 CPA 및 업계 파트너와 함께 모였습니다. 1997년에 설립된 PAG 프로그램은 회계 회사와 전문가 서비스 제공자가 오펜하이머의 자산 관리, 자본 시장 및 투자 은행 서비스에 접근할 수 있도록 합니다. 회의에서는 세금 효율적인 전략에 대한 세션이 개최되었으며, 여기에는 세금 면제 고정 수입, 1031 교환, 세금 관리 직접 인덱싱 및 교환 기금이 포함되었습니다.
Oppenheimer Holdings (NYSE: OPY) a conclu sa 20ème conférence annuelle du Professionals Alliance Group (PAG) au siège de New York les 12 et 13 novembre 2024. L'événement a rassemblé les conseillers financiers, les gestionnaires d'investissement et les dirigeants d'Oppenheimer avec des CPA et des partenaires industriels. Le programme PAG, établi en 1997, permet aux cabinets comptables et aux prestataires de services professionnels d'accéder aux capacités de gestion de patrimoine, de marchés de capitaux et de banque d'investissement d'Oppenheimer. La conférence a présenté des sessions sur des stratégies fiscalement efficientes, y compris des obligations à revenu fixe exonérées d'impôt, des échanges 1031, de l'indexation directe gérée fiscalement et des fonds d'échange.
Oppenheimer Holdings (NYSE: OPY) hat seine 20. jährliche Konferenz der Professionals Alliance Group (PAG) am 12. und 13. November 2024 in der Zentrale in New York abgeschlossen. Die Veranstaltung brachte die Finanzberater, Investmentmanager und die Führungskräfte von Oppenheimer mit CPAs und Branchenpartnern zusammen. Das 1997 ins Leben gerufene PAG-Programm ermöglicht es Buchhaltungsfirmen und Anbietern professioneller Dienstleistungen, auf die Vermögensverwaltungs-, Kapitalmarkt- und Investmentbanking-Fähigkeiten von Oppenheimer zuzugreifen. Die Konferenz beinhaltete Sitzungen über steueroptimierte Strategien, einschließlich steuerfreier festverzinslicher Wertpapiere, 1031-Austausch, steuerverwaltete direkte Indizierung und Austauschfonds.
- Successful completion of 20th annual PAG Conference demonstrates long-term stability in professional partnerships
- Program enables business expansion through integration with accounting firms and professional services providers
- Offers comprehensive wealth management and investment banking services to expand revenue streams
- None.
Event Gathered CPAs and Other Trusted Industry Professionals with Select Group of Oppenheimer Advisors, Investment Managers and Senior Leadership to Collaborate on Strategies to Deliver Enhanced Client Service
PAG Referral and Partnership Program Model Enables Accounting Firms and Others to Access Oppenheimer's Wealth Management, Capital Markets, and Investment Banking Capabilities
The event, held November 12-13 at the firm's
"This year's Professionals Alliance Group's annual conference came at a critical time for the industry, and was held against the backdrop of a complex macroeconomic environment, potential shifts resulting from the incoming administration and fast-evolving client expectations," said Bryan McKigney, President of Oppenheimer Asset Management. "We were proud to bring together leaders and forward-thinking experts in their respective fields to explore effective solutions and growth strategies."
Oppenheimer pioneered the Professionals Alliance Group in 1997. It has since grown into one of the financial industry's premier referral and partnership programs.
The unique model allows CPAs, lawyers, family offices and other professional services providers to integrate the full scope of Oppenheimer's wealth management, capital markets and investment banking capabilities, resulting in expanded offerings and a more comprehensive approach to serving clients.
Notably, the 20th annual PAG Conference featured sessions on tax-efficient strategies that highlighted The Power of Oppenheimer Thinking, such as tax-exempt fixed income, 1031 exchanges, tax-managed direct indexing and exchange funds.
"Since its inception, the Professionals Alliance Group has set the industry standard for collaboration and innovation," said Daniel Mullen, Executive Director of PAG. "Oppenheimer's wealth management capabilities empower accounting firms and other trusted advisory practices to deliver more robust client-centered solutions. This event underscored our dedication to advancing these partnerships and exploring new ways to bring value to advisors and clients."
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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SOURCE Oppenheimer & Co. Inc.
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