Kansas City

October 23, 2019

Capital Grill
4740 Jefferson St
Kansas City, MO 64112

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11:30 a.m.

What’s New at Orion Portfolio Solutions?

Erik Hardin, Regional Vice President, Orion Portfolio Solutions (OPS)

Get familiar with the new and exciting updates occurring at Orion Portfolio Solutions including a live technology demonstration of our refreshed proposal tool and reporting systems. Get up to speed with OPS and our new investment solutions and back office efficiencies that have been recently released.

12:35 p.m.

Taking Advantage of Opportunities During Growth Cycles and the Importance of Dynamic Investing

  • Luke King, Managing Director, Main Management
  • Mark Adams, Institutional Relationship Manager, Litman Gregory Master Funds

Discuss investing strategies to take advantage of growth periods in both equity and fixed income, and how to invest efficiently in both taxable and qualified portfolios throughout all market cycles.

1:25 p.m.

Importance of Controlling Investor Emotions Through Limiting Volatility

  • Ryan Connolly, Regional Vice President, Toews Corporation
  • Jeff Johnson, Regional Sales Director, Ocean Park Asset Management

The largest and most common mistakes investors make happen at the tops and bottoms of market cycles. We will discuss handling client emotions, and also utilizing investment options designed to limit downside volatility, protecting those hard-earned gains.

2:15 p.m.

Attracting High Net Worth Investors Through Custom Portfolios & Importance of Tax Managed Investments

  • Bruce Bischoff, Executive Vice President of Sales, CLS Investments
  • Kevin Ellson, Regional Vice President, Meeder Investments

Learn more about two of our premier managers, and their tax-managed High Net Worth Solutions available through Orion Portfolio Solutions. Dive into a discussion about customization in portfolio construction, along with high sensitive and added value through in-depth, individualized tax management.

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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.