Dallas

October 24, 2019

Hilton Dallas Lincoln Centre
5410 LBJ Freeway
Dallas, TX 75240

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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 and the roles of OPS, CLS and Orion in the creation of the ultimate open architecture TAMP, as well as a review of the client conversation that is unique to OPS/FTJ.

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

  • Luke Trammel, External Wholesales, Capital Group/American Funds
  • Janelle Howell, 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 Investments
  • Luke King, Managing Director, 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

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 Investments
  • 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.