General Investing >> Money Manager Interviews >> January 24, 2005
TWST: Would you begin with a brief overview of Oppenheimer Capital and 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
its investment philosophy?
Ms. Roman: Oppenheimer Capital is an investment firm that has $24.5
billion in total assets.