General Investing >> Money Manager Interviews >> January 24, 2005


LOIS ROMAN, Managing Director, is a senior Portfolio Manager/Analyst at Oppenheimer Capital and manager of the All Cap Equity strategy. She also serves as a member of the Large Cap Value Portfolio Construction Team. In this capacity, she is one of the senior investment professionals whose input is used to construct large cap value portfolios. She joined the firm in 2003 from Deutsche Asset Management/Scudder Investments, where she was a Managing Director and head of the US large cap value portfolio selection team. In this capacity, Ms. Roman determined investment strategy and managed institutional and retail assets in excess of $4 billion, including a mutual fund that ranked in the top quartile in the Lipper Large Value category. Prior to this, she was an equity analyst at both Scudder Investments and Putnam Investments, specializing in the healthcare and other sectors. Ms. Roman holds a BA from Brandeis University and an MBA in Finance and Marketing from Columbia Business School. Profile
TWST: Would you begin with a brief overview of Oppenheimer Capital and

its investment philosophy?

Ms. Roman: Oppenheimer Capital is an investment firm that has $24.5

billion in total assets.