Minneapolis

October 29, 2019

Top Golf
6420 N Camden Ave
Brooklyn Center, MN 55430

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11:00 a.m.

Welcome and Introductions

Darrell Saathoff, 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”

11:15 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 (MMS) Process

Darrell Saathoff, Regional Vice President, OPS

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

12:30 p.m.

Strategic Solutions: Taking advantage of Growth Cycles and Tax Management

  • Steven Krezinski, Regional Director, Russell Investments
  • Mike Nixon, Regional Director, Loring Ward

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.

1:15 p.m.

Tactical Strategists: Actively Managing Client Assets during All Market Cycles

  • Mark Adams, Institutional Relationship Manager, Litman Gregory
  • Bob Baker, President, Advanced Asset Management Advisors
  • Case Eichenberger, Portfolio Manager, CLS Investments

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

2:00 p.m.

Diversifier Strategists: Think Defensively

  • 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

  • Case Eichenberger, Portfolio Manager, CLS Investments
  • Chris Engel, Senior Regional Consultant, Meeder Investments

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

Darrell Saathoff, Regional Vice President, OPS

Announcing our Elite Advisor Program, improved Client service model, and challenge to take the next step.

4:00 p.m.

Top Golf Activity

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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.