Bellevue

November 12, 2019

Hilton Bellevue
300 112th Ave SE
Bellevue, WA 98004

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10:00 a.m.

Welcome and New Initiatives

David Lurie, Regional Vice President, Orion Portfolio Solutions

Learn about our Affiliation with Orion, Rebrand, New Elite Advisor Program, Multi Custodial Options, and New Technology Roll Out– Creation of the “Best in Class” Open Architecture TAMP.

10:30 a.m.

Orion Portfolio Solutions New Technology

Gerald “Jered” Matzke, Regional Sales Consultant, Orion Portfolio Solutions

Preview our new website, proposal system, and ease of doing business including new planning, attribution, and reporting tools.

11:00 a.m.

MMS Advised Model Portfolios

David Lurie, Regional Vice President, Orion Portfolio Solutions

Learn about our new completely turn-key solution that includes full strategist selection and no program fees.

11:15 a.m.

Attracting HNW Investors through Custom SMA Portfolios

  • Kevin Ellson, Meeder Investments
  • Myles Bozinovski,  CLS Investments

Tax-managed High Net Worth Solutions available through Orion Portfolio Solutions. Dive into a discussion about customization in portfolio construction, individualized tax management, and personalized service at the client level.

11:45 a.m.

Working Lunch- Market Movement Strategies (MMS) Client Conversation

David Lurie, Regional Vice President, Orion Portfolio Solutions

12:00 p.m.

Diversifier Strategists: Mandate 3: Dampening volatility in clients MMS Portfolios

  • Ryan Connelly, Regional Vice President, Toews Corporation
  • Alex Ward, Ocean Park Asset Management
  • TBD, Litman Gregory Asset Management
12:45 p.m.

Tactical Strategists: Mandate 2: Actively Managing Client Assets during All Market Cycles

  • Kevin Ellson, Meeder Investments
  • Luke King,  Main Management
  • Cody Rominger, Efficient Market Advisors (EMA)

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

1:30 p.m.

Strategic Strategists: Mandate 1: Market Beta Strategies

  • Dan Hodo, Russell Investments
  • Myles Bozinovski, CLS Investment

  • Bob Baker, AAMA

Discuss beta investment strategies to take advantage of growth in up markets with tax management and dividend strategies.

2:15 p.m.

Wrap Up and Adjourn

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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.