Des Moines

October 30, 2019

Flemings
150 South Jordan Creek Pkwy
West Des Moines, IA 50266

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11:00 a.m.

Welcome and Introductions

Darrell Saathoff, 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.

11:00 a.m.

OPS New Technology

Connor Millay, 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.’

11:45 a.m.

Lunch and the Market Movement Strategies

Darrell Saathoff, Regional Vice President, OPS

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

12:15 p.m.

Strategic Solutions: Taking advantage of Growth Cycles and Tax Management

  • Martin Roche, Regional Director, Russell Investments
  • Jeff Olson, External Wholesaler, Capital Group/American Funds

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.

1:00 p.m.

Tactical Strategists: Actively Managing Client Assets during All Market Cycles

  • Peter Sousa, Principal Director, Litman Gregory
  • Bob Barker, President, Advanced Asset Management Advisors
  • Jeovany Zelaya, Portfolio Manager, CLS Investment Firm

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

2:00 p.m.

Diversifier Strategists

  • Ryan Connolly, Director, Toews
  • Wayne Seaman, Managing Director, Main Management

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.

2:45 p.m.

Attracting High Net Worth Investors thru Custom Portfolios

  • Jeovany Zelaya, Portfolio Manager, CLS Investment Firm
  • TBD, Meeder Investment Management

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.

3:30 p.m.

MMS Advised Portfolios

Darrell Saathoff, Regional Vice President, OPS

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

3:45 p.m.

Wrap up and Adjourn

Darrell Saathoff, 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.