3 episodes

Insightful perspectives from Brian Werdesheim.

The Summary The Summary

    • Business
    • 5.0 • 2 Ratings

Insightful perspectives from Brian Werdesheim.

    Stories and Lessons in Philanthropy

    Stories and Lessons in Philanthropy

    Philanthropy has the power to strengthen communities and the economy while also addressing social challenges. For some, giving is embedded in their DNA. For others, it is more about timing. So, where does one begin?
    In this episode entitled, “Stories and Lessons in Philanthropy” Oppenheimer’s Brian Werdesheim explores best practices and the challenges among givers today, sheds light on social impact investing, and uncovers how to instill the values of philanthropy in young people.
    Podcast Disclosure: This material originates with Brian Werdesheim, of The Summa Group of Oppenheimer & Co. Inc., a Financial Advisor team. Their opinions do not necessarily reflect those of the firm. This material is not and is under no circumstances to be construed as an offer to sell or buy any securities. Oppenheimer & Co. Inc. and/or its officers, directors, or employees, and/or members of their families may, at times, have positions in any securities mentioned herein. Information provided herein is general in nature for informational purposes only and does not represent legal or tax advice.
    Oppenheimer & Co. Inc., including any of its affiliates, officers or employees, does not provide legal or tax advice. Investing in securities is speculative and entails risk, including potential loss of principal.
    This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
    Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.
    This presentation may contain forward looking statements or projections regarding future events. Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections. Past performance does not guarantee future results.

    • 50 min
    Rich Now or Rich Later? You Decide.

    Rich Now or Rich Later? You Decide.

    Welcome to The Summary – a newly released podcast series with Brian Werdesheim.  In this episode, “Rich Now or Rich Later? You Decide.” Brian talks about the perfect storm surrounding the Entertainment and Athletic Professional – while addressing the harsh reality confronting anyone who enters a career where longevity and earnings visibility are highly unpredictable.
    Podcast Disclosure:
    This material originates with Brian Werdesheim, of The Summa Group of Oppenheimer & Co. Inc., a Financial Advisor team. Their opinions do not necessarily reflect those of the firm.  This material is not and is under no circumstances to be construed as an offer to sell or buy any securities.  Oppenheimer & Co. Inc. and/or its officers, directors, or employees, and/or members of their families may, at times, have positions in any securities mentioned herein.  Information provided herein is general in nature for informational purposes only and does not represent legal or tax advice.  Oppenheimer & Co. Inc., including any of its affiliates, officers or employees, does not provide legal or tax advice.  Investing in securities is speculative and entails risk, including potential loss of principal.
    This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
    Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.
    This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results.
    The performance of a benchmark index is not indicative of the performance of any particular investment

    • 17 min
    Client Advocacy Front and Center

    Client Advocacy Front and Center

    Welcome to The Summary – a newly released podcast series with Brian Werdesheim, founding member of The Summa Group. Join Brian as he explores insights developed during his 28-year career journey. 
    In his first episode of The Summary, Brian explores traditional and business values, commitment, and client advocacy.
    Podcast Disclosure: This material originates with Brian Werdesheim, of The Summa Group of Oppenheimer & Co. Inc., a Financial Advisor team. Their opinions do not necessarily reflect those of the firm.  This material is not and is under no circumstances to be construed as an offer to sell or buy any securities.  Oppenheimer & Co. Inc. and/or its officers, directors, or employees, and/or members of their families may, at times, have positions in any securities mentioned herein.  Information provided herein is general in nature for informational purposes only and does not represent legal or tax advice.  Oppenheimer & Co. Inc., including any of its affiliates, officers or employees, does not provide legal or tax advice.  Investing in securities is speculative and entails risk, including potential loss of principal.
    This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
    Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.
    This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results.
    The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respec

    • 19 min

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