October 16, 2019

Irvine Marriott
18000 Von Karman Ave
Irvine, CA 92612

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11:00 a.m.

Welcome and Introductions

Zack Seitz, Regional Vice President, Orion Portfolio Solutions (OPS)

OPS Corporate Initiatives, including the “why” behind the re-branding of FTJ, integrating the FTJ & CLS TAMPs, and an introduction of our new Elite Advisor Program.

11:15 a.m.

Market Movement Strategies Presentation

Zack Seitz, Regional Vice President, OPS

A unique conversation designed to keep your clients invested through all market cycles.

11:30 a.m.

Lunch & New Advisor Portal Demonstration

Kyle Oberschlake, Regional Sales Consultant, OPS

We are excited to illustrate our new website and proposal system – powerful new tools designed to improve your practice moving forward.

11:45 a.m.

Strategic Mandate Panel: Participating in Growth Cycles & Tax Efficiency

  • Matt Warter, Russell Investments
  • Damian Eckstein, Capital Group / American Funds
  • Myles Bozinovski, CLS Investments

Discussing investment strategies to take advantage of growth periods in the markets, and how to approach taxable accounts with efficiency.

12:30 p.m.

Tactical Mandate Panel: Active Portfolio Management in Volatile Markets

  • Luke King, Main Management
  •  Bob Baker, Advanced Asset Management Advisors
  •  Ryan Connolly, Toews
  •  Jacob Wood, Wilshire Associates

Discussing investment strategies that take advantage of all market cycles through active asset allocation designed to take advantage of opportunities or mitigate risk.

1:30 p.m.

Diversifier Mandate Panel: Thinking Defensively

The biggest mistakes investors make occur at the tops and bottoms of market cycles. Learn how our Diversifier Strategies can mitigate major draw downs in the markets and help to protect growth.

2:15 p.m.

MMS Advised Models

Zack Seitz, Regional Vice President, OPS

Looking to outsource strategist selection to OPS & Rocaton while eliminating explicit platform & strategist fees? Our new MMS Advised Portfolios serve that purpose.

2:30 p.m.

How To Attract and Serve High Net Worth Clients

  • Zack Seitz Regional Vice President OPS
  • Jim Agasar,  Meeder Investments
  • Myles Bozinovski, CLS Invesments

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

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Save your spot at any of our 36 events! We hope to see you there.

Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.