OppenheimerFunds, Inc.

Leadership & Staff

William F Glavin Jr Investment company executive; retired president of OppenheimerFunds Inc

• President ('09→'13)*

Arthur Philip Steinmetz OppenheimerFunds, Inc.

• Chief Investment Officer ('86→?)

Andrew Donohue former Goldman Sachs associate general counsel

• General counsel (past)

Owners

Invesco Ltd. Invesco is one of the world's largest and most diversified independent investment management firms.

• Owner (May '19→?)*

MassMutual Financial Group

• Owner*; percent stake: 15%

Holdings

State Street Corporation Financial Services Provider. World's third largest institutional investor

• Institutional investor

Arch Coal Inc

• Owner

Child Organizations

OFI Global Asset Management, Inc. A privately owned investment manager

• subsidiary

Tremont Group Holdings. Inc. A hedge-fund firm owned by OppenheimerFunds Inc.

• Child Org

MassMutual Financial Group

• affiliate

Parents

Oppenheimer Acquisition Corp. Holding company

• holding company

Memberships

Ad Hoc Group of PREPA Bondholders Bondholders of the Puerto Rico Electric Power Authority

• Member ('15→'19)*

The Partnership for New York City, Inc. Nonprofit membership organization comprised of a select group of two hundred CEOs from top NYC-based businesses

• partner company

Mutual Fund Group Puerto Rico bondholder group in Title III

• Member*