Austin

October 23, 2019

Hilton Garden Inn Austin Downtown
500 N Interstate 35
Austin, TX 78701

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11:00 a.m.

Welcome and Introductions

Brian Ragle, Regional Vice President, Orion Portfolio Solutions (OPS)

OPS Corporate Initiatives, including the “why” behind the re-branding of FTJ- Creation of the ultimate Open Architecture TAMP and the unique proposition you bring to your clients.

11:45 a.m.

Lunch and the Market Movement Strategies

Brian Ragle, Regional Vice President, Orion Portfolio Solutions (OPS)

A review of the client conversation that is unique to OPS/FTJ.

12:30 p.m.

Strategic Solutions: Taking Advantage of Growth Cycles and Tax Management

  • Pete Maddox, External Wholesaler, Capital Group/American Funds
  • Roman Samuels, Regional Director, Russell Investments
  • Case Eichenberger, Portfolio Manager, CLS Investment Firm

Discuss investment strategies to take advantage of growth periods in both equity and fixed income, and how to approach taxable accounts with an efficient and managed approach.

1:30 p.m.

Tactical Strategists: Actively Managing Client Assets During All Market Cycles

  • Case Eichenberger, Portfolio Manager, CLS Investment Firm
  • Robb Weiland, Regional Vice President, Main Management

Discuss investment strategies that take advantage of all market cycles through active asset allocation, sector rotation, and other money management tools.

2:15 p.m.

Diversifier Strategists: Think Defensively Strategists: Actively Managing Client Assets during All Market Cycles

  • Scott Schiewe, Regional Sales Director, Ocean Park Asset Management
  • Dan Kullman, Director, Toews Investments

The largest and most common mistakes investors make occur at the tops and bottoms of market cycles. We will discuss how our diversifier strategies handle downside volatility and protect hard-earned gains.

3:00 p.m.

MMS Advised Portfolios

Brian Ragle, Regional Vice President, OPS

Needing a outsource strategist selection to Rocaton and OPS? Or, are you looking for solutions that eliminate platform or strategist fees? Our MMS Advised Portfolios serve that purpose.

3:15 p.m.

OPS New Technology

Steve Grove, Regional Sales Consultant, OPS

OPS is extremely excited to illustrate our new website, proposal system, and ease of doing business going forward. These new developments will truly define our experience as ‘best of breed.’

4:00 p.m.

Attracting High Net Worth Investors Through Custom Portfolios

  • Case Eichenberger, Portfolio Manager, CLS Investment Firm
  • Ross Emrick, Investment Consultant, Meeder Investments

Learn more about two of our premier custom SMA managers and how their products can be designed to help you attract High Net Worth Investors with portfolios tailored to meet their specific needs.

4:30 p.m.

Wrap Up and Adjourn

Brian Ragle, Regional Vice President, OPS

Announcing our Elite Advisor Program, improved Client service model, and challenge to take the next step.

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Save your spot at any of our 36 events! We hope to see you there.
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Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.