BILL WILBY, former Oppenheimer Global Fund, the global trade reset

BILL WILBY, former Oppenheimer Global Fund, the global trade reset 

He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago.

He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago.

Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss.

WEALTHTRACK Episode #1629; Originally Broadcast on Janurary 17, 2020

Listen to the audio only version here:

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WILLIAM WILBY


MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY
January 17, 2020

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.





He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago.

He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago.

Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss.




WEALTHTRACK Episode #1629; Originally Broadcast on Janurary 17, 2020

Listen to the audio only version here:




CLICK HERE TO LEARN MORE…
Explore This Episode

We have compiled additional information and content related to this episode. Select a tab from the box below for more.

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BILL WILBY
Former Portfolio Manager, Oppenheimer Global Fund,
Member of External Investment Committee, Tiedeman Advisors,
Member of Investment Committee, West Point Association of Graduates

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William Wilby Appointed to Tiedemann Wealth Management Investment Committee

William Wilby


Investment Advisory Committee

Mr. Wilby is a former Head of Equities for Oppenheimer Funds, Inc. At the time of his retirement, he was responsible for more than $120 billion in equity assets and 70 mutual fund managers, investment analysts and support staff.


Prior to his role as Head of Equities, Mr. Wilby was the Head of Oppenheimer’s Global/International Equity Team, which grew its assets from $1 billion to $60 billion under his leadership. He was also Portfolio Manager for the $14 billion Oppenheimer Global Fund, which was the number one Global Equity Fund in its competitive category for the 12-year period he managed the portfolio. He received numerous awards for his performance on this fund, and was the subject of a chapter of the 2004 book “The Winner’s Circle,” profiling Wall Street’s best mutual fund managers.


Prior to Oppenheimer Funds, Mr. Wilby held various international finance and investment positions at AIG, Northern Trust, Brown Brothers Harriman and the Federal Reserve Bank of Chicago. He also served in U.S. Army Intelligence in Vietnam and Europe.


Mr. Wilby has taught Corporate and International Finance at the Kellogg School of Management at Northwestern University, and International Finance and Economics at the Thunderbird School of International Business. He has been a regular guest on PBS, CNBC, CNN and other major networks, and has been the subject of several articles in the financial press.


Mr. Wilby is a graduate of the U.S. Military Academy at West Point and holds a Master of Arts and Ph.D. in international monetary economics (with distinction) from the University of Colorado. He is a Chartered Financial Analyst®.






https://tiedemannadvisors.com/bio/william-wilby

Chicago, as well as having served in U.S. Army Intelligence in Vietnam and Europe. He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.



“I am excited to be a part of, and to contribute to Tiedemann’s Investment Committee. The Firm's impressive asset growth in recent years is a testament to Tiedemann’s stable team and unmatched commitment to building lasting relationships with clients by offering exceptional investment advice and a superior level of service,” said Mr. Wilby.


About Tiedemann Wealth Management


Tiedemann Wealth Management is an independent wealth advisor with a singular focus – working in partnership with clients to achieve their specific financial goals. Tiedemann provides high net worth individuals, wealthy families, trusts and foundations with customized, objective investment management and wealth planning services. An owner-managed Firm, Tiedemann oversees approximately $9 billion in investable assets.


Founded in 1999, Tiedemann Wealth Management is headquartered in New York, with offices in Palm Beach and San Francisco. The Firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Delaware.


For more information, and to view William Wilby’s full bio,\

 visit www.tiedemannwealth.com.

Contacts


River Communications

Troy Mayclim, 914-686-5599

tmayclim@riverinc.com


TIEDEMANN WEALTH MANAGEMENT


Contacts

River Communications

Troy Mayclim, 914-686-5599

tmayclim@riverinc.com