West Harrison

October 22, 2019

Renaissance Westchester Hotel
80 West Red Oak Lane
West Harrison, NY 10604

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10:00 a.m.

What’s New at FTJ Fundchoice/OPS and MMS Updates

FTJ FundChoice/OPS changes, including:

Affiliation with Orion

Multiple Custodians

New Technology

New Market Movement Strategies (MMS) Advised Portfolios

10:45 a.m.

CLS Direct Indexing Strategy

John Welch, Senior Regional Vice President, CLS Investments

A review of this new tax efficient strategy on the platform.
11:00 a.m.

Strategic Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
11:45 a.m.

Tactical Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
12:30 p.m.

Diversifier Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
1:15 p.m.

How to Attract and Retain High Net Worth Clients

Our custom SMA managers discuss how their products can be designed to help you attract High Net Worth Investors with portfolios tailored to meet their specific needs.

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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.