San Jose/Palo Alto

October 30, 2019

Scott’s Seafood
185 Park Ave
San Jose, CA 95113

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10:00 a.m.

Welcome/What’s New at Orion Portfolio Solutions?

Blaise Santiago, Regional Vice President, Orion Portfolio Solutions (OPS)

Get familiar with the new and exciting updates occurring at Orion Portfolio Solutions including a live technology demonstration of our refreshed proposal tool and reporting systems. Get up to speed with OPS and our new investment solutions and back office efficiencies that have been recently released.

10:30 a.m.

The Value of the Advisor

Mike Whitney, Regional VP, Russell Investments

11:00 a.m.

Investor and Advisor Survey Highlights: What You Need to Know

Nishant Pandaya, Director of Strategic Relations, Loring Ward

With insights from over 20,000 consumers and over 700 firms, learn how to design a more compelling and differentiated client experience. This session will provide actionable ideas to grow your business, enhance your offering, optimize your staffing structure, and streamline your operations. Leveraging proprietary data from our 2019 Advisor Benchmarking and Investor Survey studies with Dimensional Fund Advisors, you’ll get actionable ideas on where to focus and how to implement key strategies.

11:45 a.m.

Break/Lunch Served

12:00 p.m.

Working Lunch w/CLS: Attracting High Net Worth Investors Through Custom Portfolios and the Importance of Tax Managed Investments

  • Myles Bozinovski, Regional VP, CLS Investments
  • Jim Agasar, Regional VP, Meeder Investments

Learn more about two of our premier managers and their tax-managed High Net Worth Solutions available through Orion Portfolio Solutions. Dive into a discussion about customization in portfolio construction, along with added value through in-depth, individualized tax management.

1:00 p.m.

Delivering Value to You & Your Clients

Luke King, Managing Director, Main Management

1:30 p.m.

Importance of Controlling Investor Emotions Through Limiting Volatility

Ryan Connolly, Regional VP, Toews

The largest and most common mistakes investors make happen at the tops and bottoms of market cycles. We will discuss handling client emotions, and also utilizing investment options designed to limit downside volatility, protecting those hard-earned gains.

1 Hour of CE Credit

2:30 p.m.

Think No One Can Beat the Index? Think Again

Kristina Page, Vice President, American Funds

3:00 p.m.

Preparing for the Uncertainty of Income Planning

Cody Rominger, Regional VP, Cantor Fitzgerald

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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.