November 7, 2019

Top Golf
400 Presto-Sygan Rd
Bridgeville, PA 15017

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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, 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 conversation about new functionality of the website, new tools for advisors and Elite Advisor Program.

10:45 a.m.

New Technology Video

An overview of the new and improved technology, available through our advisor portal. The video will showcase our enhanced proposal system, improved reporting and trading functionality, more transparent billing environment, new client engagement technology, and re-designed user experience.
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 (MMS) 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.

12:00 p.m.

Tactical Strategist Panel Discussion

  • Clark Capital Management Group
  • Meeder Investments
  • Main Management
  • Advanced Asset Management Advisors
  • Litman Gregory

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.

1:00 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.

MMS Advised Portfolios

Shari Rash, Regional Vice President, OPS

Learn more about outsourcing strategist selection to Rocaton and OPS via our Market Movement Strategies Advised Portfolios (MMS AP). These actively managed investment portfolios embody our unique three-mandate investment process across five risk bands and eliminate platform and strategist fees.


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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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.