Scottsdale

October 29, 2019

Top Golf Scottsdale
9500 E Talking Stick Way
Scottsdale, AZ 85256

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11:00 a.m.

Welcome and Introductions

Mark A. Soukup, Regional Vice President, Orion Portfolio Solutions (OPS)

OPS Corporate Initiatives, including the “why” behind the re-branding of FTJ- Creation of the ultimate Open Architecture TAMP and the unique proposition you bring to your clients.

11:30 a.m.

Market Movement Strategy Edge

Mark A. Soukup, Regional Vice President, Orion Portfolio Solutions

How to get the “Edge” over your competition and stand out amongst your peers with a process that helps insulate clients from the unpredictability of market cycles. Market Movement Strategies (MMS) offers a clear and defined process.

12:00 p.m.

Lunch: Strategic Strategist: Optimize Growth Cycles and Tax Management

  • Brandee Hewett, Regional Vice President, Russell Investments
  • Myles Bozinovski, Vice President of Regional Sales, CLS Investments
  • Philip A. Voelker, Senior Vice President/CIO, AAMA

 

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 process.

12:45 p.m.

Tactical Strategist: Actively Managing Client Assets as Market Conditions Change

  • Luke King, Managing Director, Main Management
  • Jim Agasar, Senior Investment Consultant, Meeder Investments
  • Brett McAvoy, Investment Consultant, Clark Capital

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

1:45 p.m.

Diversifier Strategist: Think Differently and Disengage from Market Movements

  • Tomas Giardino, Regional Sales Director, Ocean Park
  • Ryan Connolly, Regional Vice President, Toews

The largest and most common mistakes investors make occur at the tops and bottoms of market cycles. We will discuss how our diversifier strategists handle downside volatility and protect hard-earned gains.

2:30 p.m.

MMS Advised Portfolios: Pre-Built Models for Smaller Clients

Mark A. Soukup, Regional Vice President, Orion Portfolio Solutions

Needing a small account solution that eliminates platform and strategist fees? Our MMS Advised Portfolios serve that purpose.

2:45 p.m.

OPS New Technology: New Enhanced State-of-the-Art Technology for the Future

Kevin Von Seggern, Regional Sales Consultant, Orion Portfolio Solutions

OPS is extremely excited to roll out our newly improved website and proposal system that makes it easier to do business. These new developments will truly define our experience as “Best of breed.”

3:15 p.m.

Attracting High Net Worth Investors through Customized Portfolios

  • Myles Bozinovsky, Vice President of Regional Sales, CLS Investments
  • Jim Agasar, Senior Investment Consultant, Meeder Investments

Learn more about two of our premier custom SMA managers and how their products can be designed to help you attract and retain High Net Worth Investors with portfolios tailored to meet their specific needs.

3:45 p.m.

Wrap Up and Adjourn

Mark A. Soukup, Regional Vice President, Orion Portfolio Solutions

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

4:00 p.m.

Let's Golf!

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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.