236 episodes
Orion's The Weighing Machine Orion Portfolio Solutions
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- Business
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4.6 • 21 Ratings
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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
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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?
This week, Rusty and Robyn talk with James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. In this episode, we will discuss the outlook for the stock and bond markets, risks to be aware of and how to adjust poortfolios in the current environment. In addition, we will take a closer look at AI and the availability of data.
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Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
This week, Rusty and Robyn talk with Tyson Walker, Director of Portfolio Strategy at Orion OCIO.
In this episode, we take a closer look at the ins and outs of portfolio audits. We will discuss the goals of portfolio audits, how they help advisors evaluate asset allocations and much more! -
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
This week, Rusty and Robyn talk with Kostya Etus, CIO of Dynamic Advisor Solutions. In this episode, we will discuss the building blocks of investment models. In addition, we will take a closer look at Berkshire Hathaway’s shareholder meeting takeaways, the most anticipated summer movies to watch and potential strategies for the upcoming Fantasy Football Season.
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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
This week, Rusty and Robyn talk with Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. In this episode, we will discuss the opportunities and obstacles for Emerging Market Investing. Also, we take a closer look at the future of China & India and thoughts on sizing EM positions.
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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
This week, Rusty and Robyn talk with Gerard O’Reilly, Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. In this episode, we will discuss the active, passive and pure Indexing strategies of a global asset management firm. In addition, we will take a closer look at innovations across the industry, alpha generation and much more. Lastly, we will discuss how AI might impact investment strategies moving forward.
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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
This week, Rusty and Robyn talk with Bill Wostoupal, EVP of OCIO at Orion. In this episode, we take a closer look at various use cases for Custom Indexing. In addition, we will discuss industry trends, the future of Orion and much more.
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