ANN ARBOR, Mich., June 4, 2024 /PRNewswire/ -- Domino's Pizza, Inc. (NYSE: DPZ) announces the following event: What: Domino's to participate in fireside chat at Oppenheimer's 24th Annual Consumer Growth and ECommerce Conference, featuring Chief Financial Officer, Sandeep Reddy When: Monday, June 10 at 11:15 a.m. ET Where: https://wsw.com/webcast/oppenheimer36/dpz/2574502 How: Live webcast (web address above) This event will be archived on Domino's website for replay. About Domino's Pizza® Founded in 1960, D ...

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice NEW YORK, June 4, 2024 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a further expansion of its European investment banking footprint with the addition of Martin Chamberlin. Based in London, Chamberlin will serve as a Managing Director and Head of European Healthcare. In that role, he will lead ...

HUNTINGTON BEACH, Calif., May 28, 2024 (GLOBE NEWSWIRE) -- BJ's Restaurants, Inc. (NASDAQ: BJRI) announced today that management will be participating in a fireside chat at the Oppenheimer 24th Annual Consumer Growth and E-Commerce Conference on Tuesday, June 11, 2024, at approximately 1:30 p.m. (Eastern). BJ's Management will also meet with institutional investors. A live webcast of the presentation will be available on the "Investors" page of the Company's website located at https://investors.bjsrestauran ...

Core Insights - Oppenheimer & Co. Inc. has expanded its Technology Investment Banking group by hiring Yogesh Amle as Managing Director and co-Head of Infrastructure Software, based in San Francisco [1][2] - Amle brings two decades of technology investment banking experience, including roles at Credit Suisse and BMO Capital Markets, and has a strong background in advising software companies on M&A situations [2][3] - The Technology Investment Banking group at Oppenheimer consists of 15 senior bankers with expertise across more than 10 sectors within Technology, focusing on providing advice and financing solutions for both public and private software companies [4] Company Overview - Oppenheimer & Co. Inc. is a principal subsidiary of Oppenheimer Holdings Inc., offering a full range of wealth management, securities brokerage, and investment banking services to high net-worth individuals, families, corporate executives, local governments, businesses, and institutions [5]

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets. NEW YORK, May 8, 2024 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a further expansion of its European investment banking footprint with the addition of Dmitry Gladkov and Konstantin Derkatschew. Both will be based in London and serve as a Managing Director. Gladkov ...

Exhibit 99.1 Oppenheimer Holdings Inc. Reports First Quarter 2024 Earnings New York, April 26, 2024 – Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $26.1 million or $2.50 basic earnings per share for the first quarter of 2024, an increase of approximately 78.2%, compared with net income of $14.6 million or $1.32 basic earnings per share for the first quarter of 2023. Revenue for the first quarter of 2024 was $353.1 million, an increase of 9.8%, compared to reve ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-12043 OPPENHEIMER HOLDINGS INC. (Exact name of registrant as specified in its charter) (State or other jurisdic ...

NEW YORK, April 26, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $26.1 million or $2.50 basic earnings per share for the first quarter of 2024, an increase of approximately 78.2%, compared with net income of $14.6 million or $1.32 basic earnings per share for the first quarter of 2023. Revenue for the first quarter of 2024 was $353.1 million, an increase of 9.8%, compared to revenue of $321.7 million for the first quarter of 2023. Albert G. ...

Client Assets and Management - As of December 31, 2023, Oppenheimer Holdings Inc. held client assets under administration of $118.2 billion[12] - The Company had $43.9 billion of client assets under management in fee-based programs[17] - Oppenheimer's Private Client Division operates with 931 financial advisors in 90 offices throughout the U.S.[12] - Oppenheimer provides tailored investment management solutions through its Asset Management division, including discretionary and non-discretionary programs[16] - Oppenheimer's revenues are generated from investment advisory and transactional fees, with a focus on fee-based asset management[17] Investment Banking and Capital Markets - Oppenheimer employs more than 175 investment banking professionals across the U.S., U.K., Germany, and Israel[25] - Oppenheimer's investment banking division provides services across various sectors, including Consumer & Retail, Healthcare, and Technology[25] - The Company offers a full range of capital raising solutions, including initial public offerings and private placements[27] - Oppenheimer's public finance group advises on capital financing plans for various entities, showcasing its role in municipal finance[41] - The Company’s investment banking revenue is directly related to transaction volume and value, which may decrease in uncertain market conditions[198] Employee and Human Capital Management - Oppenheimer employs over 2,900 employees, including 931 financial advisors, highlighting the importance of human capital in its operations[61] - Oppenheimer's human capital management strategy is overseen by the Management Committee, emphasizing the importance of employee development and retention[60] - The Company is committed to employee professional development through Oppenheimer University, offering a wide range of training programs[70] - Employee safety and well-being is prioritized with comprehensive healthcare and wellness programs, including emotional support and work-life solutions[76] - The company faces intense competition for qualified employees in the financial services industry, which may impact its business performance[207] Financial Performance and Risks - The Company's compensation as a percentage of revenue for 2023 is 62.7%, down from 66.7% in 2022 and 64.3% in 2021[75] - Private Client compensation as a percentage of revenue decreased to 49.8% in 2023 from 55.9% in 2022 and 64.2% in 2021[75] - Asset Management compensation as a percentage of revenue increased to 28.1% in 2023 from 24.4% in 2022 and 19.3% in 2021[75] - Capital Markets compensation as a percentage of revenue remained high at 77.9% in 2023, slightly up from 77.3% in 2022 and significantly up from 59.0% in 2021[75] - The Company is exposed to market risks that may materially affect its results of operations due to fluctuations in asset values and economic conditions[127] Regulatory Compliance and Legal Risks - The Company is subject to extensive regulation by the SEC and self-regulatory organizations, impacting its operations and profitability[85] - Compliance with the Bank Secrecy Act and USA PATRIOT Act is critical, with significant penalties for non-compliance[91] - The Dodd-Frank Act has significantly reduced leverage available to financial institutions and increased transparency, impacting the Company's operations and compliance costs[94] - The SEC's Incentive-Based Compensation Proposal may impose additional legal and compliance costs on the Company as a "Level 3" financial institution, which has assets between $1 billion and $50 billion[95] - The Company faces extensive securities regulation, and failure to comply could result in monetary penalties or sanctions, adversely affecting its financial condition[172] Operational and Strategic Risks - The company relies on external sources for financing a significant portion of its operations, which could be negatively affected by market disruptions or negative perceptions of the financial services industry[143] - The company's borrowing costs and access to debt capital markets are influenced by credit ratings, with potential downgrades leading to increased borrowing costs and limited access[144] - The company may face material adverse effects if unable to repay outstanding indebtedness, impacting operations and financial condition[145] - Operational risks include potential failures or disruptions in processes, systems, or human factors, which could damage reputation and business[146] - The company may pursue strategic acquisitions or joint ventures, which could result in unforeseen expenses and operational disruptions[201] Market and Economic Conditions - Economic and political conditions, including interest rates and inflation, can adversely affect the Company's business and profitability[194] - The UK’s exit from the EU has disrupted trade and may lead to increased regulatory costs and complexities for the Company[205] - The Company has experienced significant pricing pressure in trading margins and commissions, impacting revenues and profitability[199] - Climate change concerns may disrupt operations, affect client activity levels, and damage the company's reputation, necessitating reassessment of asset values and cash flows[165] - The interconnectivity of financial institutions increases the risk of industry-wide operational failures, impacting the company's ability to conduct business[150] Shareholder and Dividend Information - As of December 31, 2023, there were 99,665 shares of Class B Stock and 10,186,783 shares of Class A Stock, with approximately 98% of Class B Stock controlled by the Chairman and CEO, potentially limiting the influence of Class A shareholders[186] - The Company declared cash dividends of $0.15 per share each quarter in 2023 for Class A and Class B Stock[189] - The Company’s ability to pay future dividends is subject to the Board of Directors' discretion and may be affected by financial performance[189] Technology and Cybersecurity Risks - The adoption of new technology is critical for maintaining efficiency and meeting client demands, with significant costs and risks involved in development[161] - The company is subject to cybersecurity risks, with potential breaches leading to significant liability and reputational harm[155] - The company must comply with complex regulations regarding the protection of sensitive client data, with potential liabilities for breaches[158] Competition and Market Position - Oppenheimer faces intense competition from larger firms and new entrants in the securities and investment banking industry, including Fintech competitors[77] - The Company's Class A Stock trading volume is lower than that of larger financial services companies, which may increase stock price volatility[187] - The relatively small size of the company compared to competitors makes it more vulnerable to employee turnover[207] - High turnover rates in the financial services sector have led to increased costs for retaining skilled professionals, including guaranteed contracts and upfront payments[208]

OR Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-12043 OPPENHEIMER HOLDINGS INC. (Exact name of registrant as specified in its charter) (State or other juri ...