Frontenac

November 20, 2019

Flemings
1855 S Lindberg Blvd
Frontenac, MO 63131

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11:00 a.m.

Introduce OPS and Introduce/ Update Market Movement Strategies

  • Janey Kegley, 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.

12:00 p.m.

Strategist Introductions & Management Style Presentations

  • Jon Trbovich, CLS Investments
  • Mark Manos, Clark Capital Management Group
  • Pending, Litman Gregory Asset Management
  • Robb Weiland, Main Management
  • John Miller, Russell Investments
  • Ryan Connolly, Toews

Strategic managers will discuss investment strategies to take advantage of growth period in both equity and fixed income, and how to approach taxable accounts with an efficient and managed approach.

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

Diversifier managers will discuss the largest and most common mistakes investors make and how our diversifier strategies handle downside volatility and protect hard-earned gains.

1:00 p.m.

New Technology Video

OPS is extremely excited to illustrate our new website, proposal system, and ease of doing business going forward. We will view a 15 minute video produced by our marketing team that will highlight the new technology.
1:15 p.m.

How to Attract and Retain High-Net-Worth Clients

  • Jon Trbovich, CLS Investments
  • Ed Cordova, Meeder Investments

Learn more about 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.

1:45 p.m.

Panel-Style Strategist Discussion

In attempt to make this event comfortable for everyone, we have decided to gather as a panel to have open discussions with attendees about the topics that really matter, addressing their specific concerns and questions.
2:30 p.m.

Final Q&A 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.