Summer in Review

1. Summer In Review
Working in The Marketing Department
Jacqueline Levy
University of Miami
Marketing Major
Graduating May 2024
Julia Carey
University of Georgia
Marketing Major
Graduating May 2025
Wesley Koe
Boston University
Finance Major
Graduating May 2024

2. Collaborations
Competitive Analysis
8-Week Intern Project

3. What We Can Improve
Three things the firm should consider changing in order to stand out amongst competitors:
1. Adjust the Instagram handle to say “Oppenheimer” rather than “Let’s Talk Future.”
• We found that clients (and employees) may not be able to find our Instagram page. This may be
because the name Oppenheimer is not in the handle, nor the biography. Most people search for a
company name when looking for an account and without “Oppenheimer” in either, the account will
not appear when searching.
2. Include all content on Instagram, not just the podcast.
• By curating a more diversified feed, it will allow Oppenheimer to better compete with other firms.
Rather than just solely posting about the podcast, we should be following the direction our
competitors are going in as them seem to be getting more traction on Instagram than us. By this
we mean none of them have an Instagram account solely dedicated to one topic.
3. Add a visual component to the podcast.
• There are several potential uses of a video component to the podcast:
a) First, it provides more content to post on social media platforms.
b) We could potentially see an increase in user traffic as the podcast would be more interactive
and more interesting for clients/potential clients to tune in to.
c) Last, it provides an opportunity to use Instagram reels, YouTube Shorts and/or TikToks to
promote not only Let’s Talk Future™, but the firm in general.
Collaboration #1:
Competitive Analysis

4. Collaboration #2: The 8-Week Intern Group Project
The Voltage Group
30%
15%
15%
10%
10%
10%
5%
5%
Information Technology
Healthcare
Financials
Consumer
Communicatons
Industrials
Energy
Real Estate
2024-2025 2025-2026 2026-2027 2027-2028 2028-2029 2029-2030 2030-2031 2031-2032 2032-2033
Bond 1
Bond 2
Bond 3
Bond 4
Bond 1
Bond 2
Bond 3
Bond 4
Jessica
Michael
SCHOOL YEAR
33%
62%
5%
Bonds

5. Articles: Topics
1. Fortune Favors the Prepared: Empowering
Children for Financial Independence and
Retirement Bliss
2. Embracing the Gen Z Beat: Pioneering
Retirement Planning for the Next Generation
3. The Power of Estate
Planning: Safeguarding Your Wealth and
Legacy
4. Retire in Bliss: A Guide to Aging and
Retirement
5. Decoding the Healthcare Cost Puzzle: A
Practical Guide to Financial Preparedness in
Retirement
1. Making Difficult Conversations Easier:
Introducing Our Legacy Workbook
2. Set Your Loved Ones Up for Success:
Strategies for Optimizing Your Generational
Wealth Transfer
3. Harnessing the Power of Compound
Interest:
Unlocking the Benefits of Long-Term Investing
4. Beyond Profit:
The Rise of Investing Sustainably
5. Financial Fitness:
You’ve Worked Out Your Body, Have You
Worked Out Your Budget?
1. Business Owners: How a Financial Advisor
Can Help Transform Your Business
2. Business Owners:
When Should You Bring an Advisor Into Your
Business?
3. Business Owners:
Have You Planned Your Exit Strategy
4. The Value of Entrepreneurship in Serving
Our Clients
5. Investment Accounts for Your Children:
Empowering Financial Independence From A
Young Age

6. Articles: Social Tiles

7. Jacqueline
2023 Oppenheimer Events
(Jan - May 31, 2023)
Joan’s Social Media
Meet The Interns

8. 2023 Oppenheimer Events (Jan - May 31, 2023)
Wealth Management Events Items Totals
Client Hospitality - Entertainment 14
Client Hospitality - Philanthropy 19
Client Hospitality 33
Thought Leadership - Clients + Prospects 37
Thought Leadership - Student Education 12
Conference 4
Conference - Speaking Engagement 3
Continuing Education (Cannon) 10
Third Party Sponsored Events (Fund Sponsored For
Advisors and Clients) 27
Thought Leadership 93
Chairman’s / Executive Councils 2
PCD Meetings / Training 5
OAM Meetings 6
Oppenheimer Life Agency 2
Internal PCD 15
Grand Total 141 141
Departments/Areas # of Events Totals
Equities/ Equities Conference 20
Capital Markets 4
Investment Banking 18
Institutional 42
Management Committee 7
Board of Directors 6
Marketing 2
Firm Wide - Town Hall 0
Internal 15
Grand Total 198
• 141 Wealth Management
Events
• 33 Client Hospitality Events
• 93 Thought Leadership
Events
 As of: June 1, 2023
• 42 Institutional Events
• 15 Internal Events
 January 2023 – December
2023
Wealth Management,
Intuitional, and Internal
Events:

9. Joan’s Social Media
Monday Motivations
→ Nice News, Quotes, Etc.
Tuesday
→ Personal Post
Wednesday
→ Oppenheimer focused: Podcast, Firm Updates, Etc.
Throwback Thursday
→ A photo from a while ago that you may want to post
Friday
→ No post day or another Oppenheimer focused post
(This can be a repost)

10. Meet The Interns

11. Final Thoughts
Here are skills we acquired throughout this internship
Communication and
business etiquette in a
corporate setting
Expanding Our financial
knowledge
(Equities, bond ladders, etc…)
Providing constructive and
useful feedback to help each
other grow
Overcoming challenges
and effective team
collaboration
Expanding our skill
sets in various tools
(Photoshop, Excel,
Canva, etc…)

12. Thank You
JULY 26, 2023