Pasadena

October 17, 2019

Il Fornaio
24 West Union Street
Pasadena, CA 91103

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11:30 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 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.

11:45 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.

12:00 p.m.

Lunch & Advisor Portal Demonstration

Kyle Oberschlake, Regional Sales Consultant, OPS

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

12:15 p.m.

Strategic Mandate Panel: Participating in Growth Cycles & Tax Efficiency

  • Joe Gaudreau, Russell Investments
  • Myles Bozinovski, CLS Investments

Discuss investment strategies to take advantage of growth periods in both equity and fixed income markets, and how to approach taxable accounts with efficiency.

12:45 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

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

1:45 p.m.

Diversifier Mandate Panel: Thinking Defensively

  • Luke King, Main Management
  • Ryan Connolly, Toews
  • Colin Barber, 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.

2:30 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.

2:45 p.m.

MMS Advised Portfolios

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

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.
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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.