Salt Lake City

November 13, 2019

Doubletree Downtown Salt Lake City
110 W 600 S
Salt Lake City, UT 84101

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10:30 a.m.

Welcome and New Initiatives

  • David Lurie, Regional Vice President, Orion Portfolio Solutions (OPS)

Learn about our Affiliation with Orion, Rebrand, New Elite Advisor Program, Multi Custodial Options, and New Technology Roll Out, culminating in the creation of the “Best in Class” open architecture TAMP.

11:00 a.m.

Orion Portfolio Solutions New Technology

  • “Gerald “Jered” Matzke, Regional Sales Consultant, Orion Portfolio Solutions

Preview our new website, proposal system, and ease of doing business including new planning, attribution, and reporting tools.

11:30 a.m.

MMS Advised Model Portfolios

  • David Lurie, Regional Vice President, OPS

Learn about our new completely turn-key solution that includes full strategist selection and no program fees.

11:45 a.m.

Attracting HNW Investors through Custom SMA Portfolios

  • Kevin Ellson, Meeder Investments
  • Myles Bozinovski,  CLS Investments

Tax-managed High Net Worth Solutions available through Orion Portfolio Solutions. Dive into a discussion about customization in portfolio construction, individualized tax management, and personalized service at the client level.

12:00 p.m.

Working Lunch, 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.

12:30 p.m.

Diversifier Strategists: Mandate 3: Dampening volatility in clients MMS Portfolios

  • Ryan Connolly, Toews
  • Tomas Giardino, Ocean Park Asset Management
  • TBD, Litman Gregory
1:15 p.m.

Tactical Strategists: Mandate 2: Actively Managing Client Assets during All Market Cycles

  • Kevin Ellson, Meeder Investments
  • Luke King, Main Management
  • Brett McAvoy,  Clark Capital Management Group

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

2:15 p.m.

Strategic Strategists: Mandate 1: Market Beta Strategies

  • Matt Selihar, Russell Investments
  • Myles Bozinovski, CLS Investments
  • Bob Baker, AAMA

Discuss beta investment strategies to take advantage of growth in up markets with tax management and dividend strategies.

3:00 p.m.

Wrap Up and Adjourn

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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.