Orion's The Weighing Machine
Orion Portfolio Solutions
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024
Categories: Business
Listen to the last episode:
This week, Rusty and Robyn talk with John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. In this episode, we discuss how to evaluate managers and strategies, how to prepare for a manager due diligence meeting, what can go wrong in a meeting and much more.
Previous episodes
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525 - The Brinker Due Diligence Team - Due Diligence and How to Do it Right Tue, 24 Sep 2024
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524 - Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing Tue, 17 Sep 2024
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523 - Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? Tue, 10 Sep 2024
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522 - Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History Tue, 3 Sep 2024
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521 - Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities Tue, 27 Aug 2024
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520 - Adam Abbas of Harris Associates - It’s All About Fixed Income Tue, 20 Aug 2024
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519 - David Ricci of William Blair - The Future of Growth Investing Tue, 13 Aug 2024
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518 - Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing? Tue, 6 Aug 2024
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517 - Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t Tue, 30 Jul 2024
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516 - James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry? Tue, 23 Jul 2024
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515 - Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits Tue, 16 Jul 2024
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514 - Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them Tue, 9 Jul 2024
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513 - Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets Tue, 2 Jul 2024
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512 - Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? Tue, 25 Jun 2024
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511 - Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management Tue, 18 Jun 2024
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510 - Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It Tue, 11 Jun 2024
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509 - Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios Tue, 4 Jun 2024
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508 - Alex Fink - Leadership Advice from a US Army General Tue, 28 May 2024
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507 - Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace Tue, 21 May 2024
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506 - Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets Tue, 14 May 2024
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505 - Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare? Tue, 7 May 2024
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504 - Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management Tue, 30 Apr 2024
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503 - Ricky Schneider of Fort Washington Investment Advisors - Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them Tue, 23 Apr 2024
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502 - Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market Tue, 16 Apr 2024
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501 - Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 Tue, 9 Apr 2024
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500 - Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry Tue, 2 Apr 2024
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499 - Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them? Tue, 26 Mar 2024
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498 - Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it Tue, 19 Mar 2024
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497 - Chris King of Eaglebrook Advisors - Let’s Talk Crypto Tue, 12 Mar 2024
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495 - Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024 Tue, 27 Feb 2024
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494 - Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence Tue, 20 Feb 2024
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493 - Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last Tue, 13 Feb 2024
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492 - Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends Tue, 6 Feb 2024
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491 - Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients? Tue, 30 Jan 2024
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490 - Phil Toews of Toews Asset Management - What's Ahead in 2024? Tue, 23 Jan 2024
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489 - Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023 Tue, 16 Jan 2024
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488 - Kim Arthur of Main Management - Market Outlooks Fri, 12 Jan 2024
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487 - Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm Tue, 9 Jan 2024
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486 - Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry Tue, 26 Dec 2023
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485 - David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry Tue, 19 Dec 2023
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484 - Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth Tue, 12 Dec 2023
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483 - Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets Tue, 5 Dec 2023
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482 - Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships Tue, 28 Nov 2023
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481 - Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks Tue, 21 Nov 2023
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480 - Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives Tue, 14 Nov 2023
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479 - Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management Tue, 7 Nov 2023
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478 - Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values Tue, 31 Oct 2023
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477 - George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business Tue, 24 Oct 2023
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476 - John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing Tue, 17 Oct 2023
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475 - Mike Akins with ETF Action - How to Navigate the ETF Marketplace Tue, 10 Oct 2023