A(z) Orion Portfolio Solutions csatorna legjobb podcastjai (2024)

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Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 34:07

1d ago34:07

34:07

Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund an…

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The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

9d ago43:56

43:56

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…

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Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

16d ago1:06:31

1:06:31

Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in 1980. Mr. Parker started his trading caree…

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Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

23d ago54:50

54:50

Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…

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Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 43:10

29d ago43:10

43:10

Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…

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Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities 58:56

1M ago58:56

58:56

Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues related to investment advisors and has appeared in The Wall Street Journal, Barron's, Marketwatch, and numerous ind…

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Adam Abbas of Harris Associates - It’s All About Fixed Income 33:16

1M ago33:16

33:16

Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…

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David Ricci of William Blair - The Future of Growth Investing 38:47

2M ago38:47

38:47

Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector,…

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Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing? 37:44

2M ago37:44

37:44

Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management. Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 20 years of experience researching, designing and managing alternative asset portfolios. Eric holds a BA in Fin…

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Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t 38:07

2M ago38:07

38:07

Today, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the opportunity to work for several years with Broad Run Investment Management, where he spent most of his time cond…

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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? 36:27

2M ago36:27

36:27

Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founde…

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Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

3M ago35:14

35:14

Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…

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Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

3M ago1:01:45

1:01:45

Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…

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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

3M ago49:31

49:31

Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…

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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

3M ago48:49

48:49

Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…

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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

4M ago34:21

34:21

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…

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Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It 28:52

4M ago28:52

28:52

Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Mast…

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Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios 45:39

4M ago45:39

45:39

Today Rusty & Robyn are joined by Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. Greg Wilensky is Head of US Fixed Income and a portfolio manager at Janus Henderson Investors, a position he has held since 2020. Prior to joining the firm, Greg served as senior vice president, directo…

1
Alex Fink - Leadership Advice from a US Army General 50:43

4M ago50:43

50:43

Today Rusty & Robyn are joined by Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. General Fink last served as the Army’s Chief Marketing Officer and is credited with reinventing the classic “Be All You Can Be” campaign. General Fink served for over 33 years in a variety of domestic and overseas operation…

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Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace 52:24

4M ago52:24

52:24

Today Rusty & Robyn are joined by Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors in Denver, CO. Paul Baiocchi is the Chief ETF Strategist at SS&C ALPS Advisors, spearheading the firm’s distribution strategy and execution for the ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, researc…

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Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets 40:28

5M ago40:28

40:28

Today Rusty & Robyn are joined by Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. Mr. Hartford is the president at Causeway, fundamental portfolio manager, and head of fundamental research. Mr. Hartford co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to June 2001, Mr. Har…

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Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare? 38:13

5M ago38:13

38:13

Today Rusty & Robyn are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through …

1
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management 51:00

5M ago51:00

51:00

Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively. Key Takeaways [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions. [09:05] - Who have provided some of their key philosophic…

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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 32:34

5M 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…

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

6M 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…

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

6M 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…

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

6M 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…

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

6M 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…

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

7M 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…

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

7M 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…

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

7M 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…

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

8M 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…

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

8M 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
Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends 51:33

8M 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 …

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

8M 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 …

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Phil Toews of Toews Asset Management - What's Ahead in 2024? 45:13

8M 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…

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Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023 34:52

9M 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…

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Kim Arthur of Main Management - Market Outlooks 33:47

9M 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…

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Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm 40:01

9M 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 …

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Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry 38:57

9M 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…

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David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry 36:36

10M 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…

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Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth 40:08

10M 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…

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Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets 27:56

10M 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…

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Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships 34:10

10M 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…

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Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks 30:00

11M 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…

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Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives 50:20

11M 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 …

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Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management 47:07

11M 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…

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Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values 33:51

11M 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 …

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George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business 46:30

11M 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…

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John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing 36:40

12M 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 …

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