Best Orion Portfolio Solutions Podcasts (2024)

1
Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them with Ricky Schneider of Fort Washington Investment Advisors 32:34

4d ago32:34

32:34

Today Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washingt…

1
Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market with Matt Brown of CAIS 33:38

11d ago33:38

33:38

Today Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage an…

1
Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 with Jason Mertz of AllianceBernstein 38:16

18d ago38:16

38:16

Today Rusty & Robyn are joined by Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein. Jason works extensively with the firm’s portfolio management, credit research and trading team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at Black…

1
ETFs: Their Impressive Growth and the Future of the Industry with Eduardo Repetto of Avantis Investors 39:57

25d ago39:57

39:57

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive…

1
Diversifying Asset Classes: What Are They and Why Do You Want Them With Josh Flade of Orion 37:00

1M ago37:00

37:00

This week, Rusty is joined by Josh Flade from Orion to discuss diversifying asset classes. Joshua is the Deputy Chief Investment Officer of Orion OCIO where he chairs the investment committee and oversees the firm’s four investment verticals: Public Equities, Fixed Income, ETF/Mutual Fund Models, and Private Investments. Previously, Joshua speciali…

1
Direct Indexing: How it Works and What You Need to Know About it with Frank Nickel and Tom LaBarbera from Orion 32:30

1M ago32:30

32:30

This week, Rusty and Robyn are joined by Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions to discuss Direct Indexing. Frank is an experienced investment professional known for his expertise in portfolio management and a history of contributing positively to performance outcomes.. He believes that a rigorously designed, flexible and rob…

1
Let’s Talk Crypto with Chris King of Eaglebrook Advisors 55:09

2M ago55:09

55:09

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed acc…

1
What Happened to the Markets in 2023 and What’s Ahead for 2024 With Fritz Folts of 3EDGE Asset Management 42:20

2M ago42:20

42:20

In this episode, Rusty Vanneman and Robyn Murray are joined by Fritz Folts from 3EDGE Asset Management. Fritz has over 20 years of experience at the investment committee level in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, where he serves as the Chief Investment Strategist and Member of the Investmen…

1
It’s All About Due Diligence with Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital 54:20

2M ago54:20

54:20

In this episode, Rusty Vanneman and Robyn Murray are joined by Ron Ahluwalia, Mili Rosen and Will Girton from Brinker Capital’s award winning due diligence team. Ron Ahluwalia is a Vice President, Senior Portfolio Manager at Brinker Capital, an Orion Company. In this role, he is responsible for the portfolio management, strategy planning, and commu…

1
The Goldilocks Economy: How Long Can it Last with Jeff Sherman of DoubleLine Capital 1:02:16

2M ago1:02:16

1:02:16

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’…

1
The Market Outlook for 2024 and Top Geopolitical Trends with Ron Temple of Lazard Asset Management 51:33

3M ago51:33

51:33

On the podcast today, Rusty Vanneman and Robyn Murray are joined by Ron Temple. Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firm wide basis and works closely with Lazard’s Geopolitical …

1
Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing 38:29

3M ago38:29

38:29

Alex Rabinovich, CFA has a diverse range of work experience in the finance industry. Alex is currently the Head of Enterprise Sales at Halo Investing, a position they have held since January 2023. Prior to that, Alex worked at Russell Investments for almost a decade. Their roles at Russell Investments include Head of Strategic Accounts, where they …

1
What's Ahead in 2024 with Phil Toews of Toews Asset Management 45:13

3M ago45:13

45:13

Phil Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on creating “investor friendly” products designed to meet investors’ economic and behavioral needs. Phillip is the founder of the Behavioral Investing Institute, an organization devoted to helping advisor…

1
Vanguard’s Biggest Moves in 2023 with The Independent Vanguard Adviser’s Jeff DeMaso 34:52

3M ago34:52

34:52

As we move into the New Year, we take a closer look at the market’s historic year, offer a preview on the year to come, look at bond predictions, global investing and much more. Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research dir…

1
Market Outlooks with Kim Arthur of Main Management 33:47

4M ago33:47

33:47

As 2023 comes to a close, this episode looks at what may be in store for the year ahead and covers things that investors and financial advisors should be considering going into 2024. Kim speaks to the state of the US market going forward and the outlook for international markets in the coming year. In addition, we take a closer look at why Kim view…

1
How to Find the Best Talent for Your Firm with New Planner Recruiting’s Caleb Brown 40:01

4M ago40:01

40:01

As we move into the New Year, and firms are in the process of creating formal growth plans and budgets, we take a closer look at what it takes to find and keep new talent. In this episode, Rusty and Robyn are joined by hiring expert Caleb Brown, Co-Founder and CEO at New Planner Recruiting in Athens, GA. Caleb weighs in on strategies for financial …

1
Investing in Texas and the Future of the ETF Industry with Texas Capital Bank's Edward Rosenberg 38:57

4M ago38:57

38:57

The case for investing in Texas goes beyond its iconic cowboy culture and vast scenery. It's deeply rooted in the state's business-friendly environment and thriving economic network. Capitalizing on its unique blend of tax advantages and unmatched potential for economic growth, Texas has emerged as an attractive destination for financial investment…

1
Exploring Investment Opportunities in the Growing Music Industry with MUSQ's David Schulhof 36:36

4M ago36:36

36:36

The music industry is a powerful force, shaping culture and influencing society across the globe. As the industry experiences a golden age, driven by increased streaming subscriptions, the resurgence of live music, and the advent of digital technology, those with a keen eye for innovation recognize that investing in the music industry is not just a…

1
Value Investing: How Value Outperforms Growth with Barrow Hanley Global Investor's Rand Wrighton 40:08

5M ago40:08

40:08

Value investing has proven to be a successful strategy over the long term. While growth stocks have dominated the market, factors such as economic recovery, higher interest rates, inflation, and geopolitical risks could contribute to a sustained period of outperformance for value investing. By strategically investing in undervalued assets with stro…

1
Navigating Volatility in the Interest Rate Markets with Merganser Capital Management's Andy Smock 27:56

5M ago27:56

27:56

Current economic conditions, marked by fluctuating interest rates and potential recessions, have sparked many investors to re-evaluate their investment strategies. By diligently monitoring trends and strategically adjusting asset allocations, investors can position themselves to not only weather the challenges but also capitalize on opportunities t…

1
The Five Criteria for Building Successful Client Relationships with Invesco Consulting's Brett Van Bortel 34:10

5M ago34:10

34:10

Building strategic partnerships with attorneys and accountants can be a game-changer for financial advisors with the power to redefine the trajectory of an advisor's career. By unlocking the code of how to build a strategic partnership with these professionals, financial advisors can have a consistent flow of high-net-worth referrals. In this episo…

1
Investing in High-Quality International Stocks with Polen Capital Management's Todd Morris and Daniel Fields 30:00

5M ago30:00

30:00

With some of the best, most innovative, and well-run businesses located beyond U.S. borders, limiting one's investments to the domestic market may inadvertently limit their portfolio's potential growth. While the world's economic activity is dynamic and diverse, smart investors are now exploring opportunities in previously seen as distant and forei…

1
The Rise of Liquid Alternatives with Simplify Asset Management's Michael Green 50:20

6M ago50:20

50:20

Historically, investors have predominantly relied on traditional assets such as stocks and bonds to build portfolios. These classic investments have undoubtedly proven their worth over time. However, the modern era has ushered in new opportunities that challenge the status quo. Liquid alternatives, also known as alternative investments, are at the …

1
Growth Investing and the Future of Active Management with Columbia Management's Tom Galvin 47:07

6M ago47:07

47:07

Growth investing has long been a favored strategy for investors seeking to capitalize on the potential of high-growth companies. It's a path often chosen by those who firmly believe in the power of innovation, the potential of disruptive technologies, and the dynamic nature of markets in constant flux. While growth investing is not without risks, i…

1
Aligning Investments and Personal Values with Crossmark Global Investments' Bob Doll 33:51

6M ago33:51

33:51

For many, faith provides a moral compass, guiding decisions and actions in both personal and professional matters. This compass extends its influence into the world of investing, giving rise to faith-based investing. This approach allows individuals to merge their faith with their financial portfolio, fostering a harmonious coexistence of monetary …

1
FinTech Trends That Help Advisors Win More Business with Orion's George Svagera and Ryan Donovan 46:30

6M ago46:30

46:30

The impact of fintech on financial advisory practices has been nothing short of transformative. The collaboration between fintech innovators and financial advisors not only drives innovation but significantly enhances the overall client experience, revolutionizing the way financial services are delivered and received. However, it is not merely abou…

1
ETF Model Portfolios and Factor Investing with Astoria Portfolio Advisors' John Davi 36:40

6M ago36:40

36:40

The future of ETF model portfolios and factor investing appears promising. With the continued growth of the ETF industry and the increasing demand for diversified and risk-adjusted investment solutions, ETF model portfolios are likely to gain further traction. As investors navigate the challenges of a deglobalized world environment, the principles …

1
How to Navigate the ETF Marketplace with ETF Action's Mike Akins 37:41

7M ago37:41

37:41

As investors increasingly seek to optimize their portfolios and adapt to changing market conditions, exchange-traded funds (ETFs) have emerged as an effective and rapidly evolving investment vehicle. While ETFs have proven superior to traditional mutual funds, they have also ushered in a new era of opportunities and challenges for investors, financ…

1
The Complexity of Managing High-Net-Worth Portfolios with City National Rochdale's Vern Montross 41:47

7M ago41:47

41:47

High-net-worth individuals often have many objectives, ranging from wealth preservation and growth to estate planning and philanthropy. Each objective has its own intricacies, requiring careful consideration and customization to meet each client's unique needs. In this episode, Rusty and Robyn talk with Vern Montross, Western Division Managing Dire…

1
Investing in Freedom with Democracy Investments' Julie Cane 29:08

7M ago29:08

29:08

Democracy as an investment theme is not solely driven by ideology. It's grounded in data and a deep understanding of global dynamics. By understanding the relationship between geopolitics and investment, individuals can make more informed decisions about where to allocate their capital, aligning their investments with their values and convictions. …

1
What's on Your Bookshelf with Orion's Dr. Daniel Crosby 45:32

7M ago45:32

45:32

This edition of The Weighing Machine marks the inaugural episode of "What's on Your Bookshelf," a segment that delves into the personal libraries of guests. This literary journey begins with exploring Dr. Daniel Crosby's bookshelf, Orion's Chief Behavioral Officer. What makes this edition so extraordinary is its unique focus on the world of books a…

1
Investing in Value with Newton Investment Management Group's Brian Ferguson 51:59

8M ago51:59

51:59

Investors often find themselves at a crossroads when deciding how to allocate their resources for optimal returns. But one of the timeless strategies that has captivated investors seeking sustainable growth and long-term success in finance and investment is value investing, a philosophy made famous by Benjamin Graham and later championed by his pro…

1
The Rise of Insourced Chief Investment Officer (ICIO) with Helios’ Chris Shuba 41:33

8M ago41:33

41:33

The rise of insourced chief investment officers (ICIOs) poses a direct challenge to old-guard legacy providers. Equipped with contemporary insights, data-driven decision-making, and quantitative investment management solutions, ICIOs are transforming investment strategies and setting new heights in the area of financial growth and security. In this…

1
Replay: Investing in the Face of Market Risks with AQR’s Daniel Villalon 59:41

8M ago59:41

59:41

Due to the many risks facing today's market, many investors wonder whether now is the time to invest or just sit on the sidelines. While diversification can minimize exposure to any single economic, political, or market event, it's important to know the market's top risks to enable investors to manage expectations and protect their portfolios. But …

1
Portfolio Construction Strategy and Market Outlooks with Janus Henderson's Adam Hetts 27:19

8M ago27:19

27:19

Portfolio construction is a crucial aspect of investment management, directly influencing the trajectory of one's financial endeavors. As the global economy is constantly in flux, the challenge for financial advisors lies in constructing portfolios that cope with the changing dynamics of the economic landscape while achieving clients' long-term goa…

1
The Future of Holistic Wealth Management with Orion’s Charles Goldman 49:19

9M ago49:19

49:19

As the advice model continues to evolve, harnessing the power of technology is not just a competitive edge but a necessity. However, amidst this technological revolution, financial advisory firms have to maintain sight of innovations' true purpose. The most successful firms skillfully strike a balance between cutting-edge innovation and the human t…

1
Exploring Fixed Income SMAs with BlackRock's Chris Ryan 25:33

9M ago25:33

25:33

Renowned for its expertise and commitment to client satisfaction, BlackRock has made significant strides in revolutionizing the financial industry through its Separately Managed Accounts (SMAs) offering. BlackRock places an emphasis on meeting the needs of its end clients, regardless of whether they are institutional giants or retail investors. In …

1
Value Investing: A Time-Tested Strategy for Long-Term Success with Schafer Cullen's Jim Cullen 37:08

9M ago37:08

37:08

Time and again, investors are reminded of the turbulent nature of financial markets. Attempting to predict short-term market movements can lead to a myriad of pitfalls and missed opportunities. Wise investors recognize that true wealth creation lies in the ability to weather market downturns and emerge stronger on the other side. In this episode, R…

1
Defined Outcome ETFs with Innovator ETFs’ Bruce Bond 37:43

9M ago37:43

37:43

The marketplace is no stranger to speculation and unpredictability, with investors often left to navigate the highs and lows of the financial rollercoaster. As more investors seek to balance risk and reward, defined outcome ETFs present an enticing solution that marries the quest for growth with the imperative for protection. In this episode, Rusty…

1
Why Behavioral Finance Is Important with think2perform's Doug Lennick 1:03:02

9M ago1:03:02

1:03:02

In finance, understanding the intricate workings of the human mind can be just as important as comprehending the numbers and market trends. Furthermore, behavioral finance acknowledges the undeniable truth that humans are not always perfectly rational when managing their finances. Our minds are prone to biases, emotions, and irrational behaviors th…

1
Multi-Asset Investing with 3EDGE Asset Management's Fritz Folts 45:38

10M ago45:38

45:38

Investing has become a delicate balance between opportunity and risk. The potential for substantial gains is undoubtedly enticing, but the inherent volatility and unpredictability can be unnerving. Furthermore, the emotional rollercoaster that accompanies market volatility is another challenge. In this episode, Rusty and Robyn talk with DeFred "Fri…

1
Rethinking Value Investing with Pacer ETFs' Sean O'Hara 27:00

10M ago27:00

27:00

Value investing has long been a pillar of success for many savvy investors. However, as the markets evolve and new dynamics emerge, this conventional approach may no longer provide optimal results. Recognizing the need for a fresh perspective, investors are now turning their attention to a different lens through which to view value investing—one th…

1
Shaping a Sustainable Future Through Activist Investing with Engine No.1's Jennifer Grancio 26:28

10M ago26:28

26:28

Activist investing embodies a powerful call to action, urging investors to engage actively and purposefully in shaping the corporate world. This approach presents a unique opportunity to tackle pressing societal challenges, celebrate transformative opportunities, and drive a more sustainable and prosperous future for both investors and society as a…

1
Macro-Economy and Market Dynamics with Invictus Research's Mike Singleton 36:47

10M ago36:47

36:47

Comprehending the interplay between the macro-economy and market movements can be challenging for investors. Yet, it is a pursuit that holds immense significance in today's complex financial landscape. With its multifaceted indicators and trends, the macro-economy is a powerful compass, guiding investors toward informed decision-making. By grasping…

1
The Five Key Concepts of Building Successful Investment Models with Dynamic Advisor Solutions' Kostya Etus 1:00:26

11M ago1:00:26

1:00:26

Building successful investment models is a multifaceted endeavor, where allocation, security selection, selecting the right model provider, rebalance, and trading best practices can make all the difference. By understanding the key concepts behind building investment models, investment firms can navigate the complexities of the financial markets wi…

1
Tactical Income Strategies with Hilton Capital Management's Alex Oxenham 31:47

11M ago31:47

31:47

In pursuing financial success, investors seek strategies that offer attractive returns and prudent risk management. As strategic decision-making is key to optimizing returns and weathering market volatility, tactical income strategies have emerged as a promising solution. By analyzing macroeconomic factors, assessing market trends, and identifying …

1
Advice Beyond Investing with Bento Engine's Philipp Hecker 37:42

11M ago37:42

37:42

When it comes to wealth management, investment advice is just one piece of the puzzle. Financial advisors who focus on investing miss out on a key opportunity to provide comprehensive, holistic advice that can create real value for their clients. In fact, the importance of providing advice that goes beyond investing has been highlighted by recent r…

1
Why Emotional Intelligence Is Important for Financial Advisors with Jeff Strese Consulting Group's Jeff Strese 33:30

11M ago33:30

33:30

Making financial decisions can be a stressful and emotional experience for clients. Plus, with the increasing complexity of financial markets and the growing diversity of clients' needs, financial advisors have to develop new skills to remain relevant in the industry. Beyond their traditional financial, technical, and legal knowledge, advisors have…

1
The Future of RIAs with Dakota Wealth Management's Bryan Keller 52:21

12M ago52:21

52:21

Registered Investment Advisors (RIAs) have become popular for individuals and businesses seeking personalized investment advice. They have won the trust and loyalty of clients who value tailored investment strategies with their direct and personalized approach. While the current economic environment presents its fair share of challenges, many exper…

1
Understanding the State of the Economy and Markets with AAMA's Phil Voelker 31:47

12M ago31:47

31:47

The current state of the market and economy is a topic of great concern for many people. With inflation still on the rise, interest rates increasing, recession risk looming, and banking crises, it is understandable that individuals and businesses alike are left uncertain about their future. In this episode, Rusty and Robyn talk with Phil Voelker, C…

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