Mt. Laurel

November 12, 2019

Top Golf
104 Centerton Rd
Mt Laurel, NJ 08504

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10:30 a.m.

Welcome and What's New at OPS

  • Shari Rash, Regional Vice President, Orion Portfolio Solutions (OPS)

OPS Corporate Initiatives which includes why the re-branding of FTJ, Roles of OPS, CLS, & Orion – Creation of the ultimate Open Architecture TAMP. Conversation about new functionality of the website, new tools for advisors and Elite Advisor Program.

10:45 a.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.

11:00 a.m.

New Proposal Demonstration

  • Sean Belton, Regional Sales Consultant, OPS

A walk through the new proposal system on our website. See firsthand the new functionality and ease of use of one of our most popular advisor tools.

11:15 a.m.

Market Movement Strategies Presentation

  • Shari Rash, Regional Vice President, OPS

A high-level overview of Market Movement Strategies and how advisors are using the story of MMS to grow their business.

11:30 a.m.

New Direct Indexing Portfolios

  • John Welch, Regional Vice President, CLS Investments

This new technology makes it possible to replicate the best of both separately managed accounts and indexed-based funds. Hear about what has been called the new $100 billion opportunity for financial advisors.

11:45 a.m.

Buffet Italian Lunch in Suite

12:00 p.m.

Tactical Strategist Panel Discussion

  • Clark Capital Management Group
  • Meeder Investments
  • Main Management
  • AAMA
  • Litman Gregory

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

1:00 p.m.

Diversifier Strategist Panel Discussion

  • Toews

  • Main Management

  • Ocean Park Asset 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.

1:45 p.m.
2:00 p.m.

Attracting High Net Worth Investors Through Custom Portfolios

  • John Welch, Regional Vice President, CLS Investments
  • Dan Messmer, Regional Vice President, Meeder Investments

Learn more about our Premier Tactical Managers, their background and philosophies. Also learn about their SMA products designed to help your practice attract High Net Worth Investors and build custom portfolios tailored to their needs.

2:30 p.m.

Adjourn to Golf Bays to enjoy some Top Golf Play

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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.