Orion's The Weighing Machine Orion Portfolio Solutions

The future of fintech, wealthtech, and wealth management is exciting and rapidly evolving. With the advent of new technologies and changes in consumer behavior, the possibilities for growth and innovation are endless. As the industry adapts to these changes, investors are shifting towards more personalized, efficient, and accessible financial services.
In this episode, Rusty and Robyn talk with Eric Clarke, CEO of Orion Advisor Services. In his role, Eric helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization's brand entities: Orion Advisor Tech, Orion Wealth Management, and Orion OCIO.
As an industry-recognized thought leader and advocate for advisory professionals, Eric talks with Rusty and Robyn about the future of fintech, wealthtech, and wealth management industries, the emerging needs of advisors, and how to build an RIA.

Key Takeaways

[04:21] - How Orion Advisor Services came to be.

[06:11] - Among Orion's highlights in 2022.

[08:14] - How Orion adapts to the changes in the FinTech, wealthtech, and wealth management industries.

[11:20] - What excites Eric in the technology space.

[13:26] - The role of the OCIO in an organization.

[14:47] - The thing that excites Eric most about wealth management.

[17:03] - Eric's vision for the investment industry in the future.

[19:30] - The emerging solvable needs of RIAs and how Orion helps solve them.

[20:57] - How Eric would build an RIA today.

[23:18] - What to look forward to at Orion’s National Ascent Conference.

[25:58] - Eric's favorite investment idea.

[27:45] - How Eric maintains his energy to perform at a high level.

[30:18] - Among the people Eric is grateful for on a professional level.

[31:26] - Eric's recommendation for content.


Quotes
[17:19] - "We've made acquisitions to connect the prospect, plan, invest, and achieve a framework for our advisors. We're creating a great client experience by connecting these four strategic pillars and driving operational efficiencies for our advisors." ~ Eric Clarke
[22:52] - "There's an incredible opportunity as we see many baby boomers still approaching or in retirement. They need help extending the years that the wealth can provide income, and advisors are well-positioned to add value to help them achieve their goals." ~ Eric Clarke
[26:56] - "There's an incredible opportunity to build active indexed strategies at scale, leveraging the optimization algorithm technology." ~ Eric Clarke

Links 

Eric Clarke on LinkedIn

Eric Clarke on Twitter

Cold Heart by Elton John and Dua Lipa

Redtail Technology

Brian McLaughlin

Orion Advisor Technology

TownSquare Capital

Orion Risk Intelligence

BasisCode Compliance

Orion Ascent

Skip Schweiss

Chip Roame

Standard Deviations with Dr. Daniel Crosby

Eric Clarke Email


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Rusty Vanneman

Robyn Murray


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0074-OPS-1/11/2023

As we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns?
In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting advisors and consultants across the country. Stanley is motivated by learning about clients' needs and wants to help ensure that their investments receive the attention they deserve.
As a fixed-income expert, Stanley talks with Rusty and Robyn about what's in store for bonds and the fixed-income market in 2023, his outlook for bonds, Fed policy, and interest rates, and why municipal bonds are a unique investment opportunity.

Key Takeaways

[02:59] - Stanley's journey to becoming an investment solutions director.

[03:47] - What Belle Haven does for its clients.

[04:59] - Belle Haven's outlook on inflation.

[06:38] - Stanley's perspective on how the Fed deals with interest rates.

[09:21] - What Stanley thinks about the current recession risk.

[13:57] - Belle Haven's view of municipal bonds.

[17:17] - Why municipal bonds are a unique investment opportunity.

[20:19] - Other fixed-income markets Stanley is interested in.

[21:11] - Stanley's favorite investment strategy.

[22:49] - How Stanley maintains his physical and mental health to perform at his best.

[24:15] - The people Stanley is grateful to professionally.

[25:52] - Stanley's recommendation for content.

[28:36] - The best time to invest in fixed-income funds and laddered portfolios.


Quotes
[10:12] - "Recession probability is high to significantly high this calendar year, but it's just a scary word that's frowned upon. Recession is a natural part of the business cycle and a natural part of investing over long periods to grow and preserve wealth." ~ Stanley Sattler
[15:19] - "For investors looking for a place to step out a few years on the yield curve and get incremental income and yield, you can do that in the municipal marketplace because the municipal bond space is 80+ percent individual investor driven." ~ Stanley Sattler
[25:21] - "It's exciting to be involved and learn from a culture of entrepreneurship and service and putting the client first rather than what you typically see in the industry where ego or selfishness is involved." ~ Stanley Sattler

Links 

Stanley Sattler on LinkedIn

Belle Haven Investments

Eye of the Tiger

Fidelity Investments

The Handbook of Fixed Income Securities

Belle Haven Email


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Rusty Vanneman

Robyn Murray


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0073-OPS-1/11/2023

Investing in the stock market can be tricky. With so many different strategies available, it can be difficult to know where to start. Considering the current rollercoaster scenario in the market, how can investors make informed decisions about buying and selling assets and maximize their returns?
In this episode, Rusty and Robyn talk with David Lundgren, Founder and Chief Market Strategist at MOTR Capital Management and Research. David is a 30-year investment industry veteran focusing on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management and held senior analyst positions at Fidelity & Thomson Financial.
With a demonstrated history of working in the investment management industry, David talks about technical analysis, momentum and trend following, and his outlook for stocks, bonds, cryptocurrencies, and commodities for 2023.

Key Takeaways

[04:29] - David's career history in the investment management industry.

[07:54] - How David defines technical analysis.

[10:48] - What it takes to be a successful technical analyst.

[12:21] - The strengths and weaknesses of technical analysis.

[14:45] - The different schools of thought in technical analysis.

[17:11] - What to do when trend following fails.

[19:42] - The best allocation of trend following and technical analysis in a portfolio.

[23:41] - How a CMT differs from a CFA.

[26:09] - What is the CMT Association?

[27:21] - A sneak peek at this year's CMT Symposium.

[28:57] - The top charts to watch in 2023.

[31:38] - How David's multiframework approach works.

[33:06] - Among David's favorite equity stocks for 2023.

[35:48] - David's outlook for the bond market.

[39:27] - What Dave thinks about bitcoin and cryptocurrencies.

[43:13] - David's favorite investment idea for 2023.

[45:25] - How David maintains his energy to perform at a high level.

[47:31] - The people David is thankful for professionally.

[49:07] - David's recommendations for content.


Quotes
[08:18] - "Most money managers are schooled in the principles of fundamental analysis, capital asset pricing theory, dividend discount models, and other traditional fundamental analysis techniques. Unfortunately, almost 90% of active managers underperform their benchmark using the tools they learn in business school." ~ David Lundgren
[09:30] - "The market is the best fundamental analyst on the planet. Listen to what the market's trying to tell. And the best way to do that is to identify trend change and stay with the trend as long as the trend changes and goes in the other direction." ~ David Lundgren
[26:58] - "There's a big hole in the body of knowledge of most investors, which contributes to their difficulty in keeping pace with the benchmark. That hole can be filled with a better understanding of technical analysis." ~ David Lundgren

Links 

David Lundgren on LinkedIn

David Lundgren on Twitter

MOTR Capital Management & Research

Charting My Interruption

Tick Tick Boom by The Hives

Fidelity Investments

Wellington Management

Fill The Gap Podcast

CMT Association

The 2023 Annual Symposium

Ralph Acampora

Reminiscences of a Stock Operator

How I Made $2,000,000 in the Stock Market

Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies

The Art of Execution: How the World’s Best Investors Get It Wrong and Still Make Millions

No One Would Listen: A True Financial Thriller


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Rusty Vanneman

Robyn Murray


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0032-OPS-1/6/2023

Sustainable investing has gained significant traction as more investors integrate environmental, social, and governance (ESG) factors into their investment decision-making process. Although there are many different sustainable investing strategies that investors can choose from, they are all intended to generate long-term financial returns while creating a positive impact on society and the environment.
In this episode, Rusty and Robyn talk with Venk Reddy, Chief Investment Officer of Sustainable Credit at Osterweis Capital Management. Venk joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition, where he brings knowledge and experience in credit investing and absolute return investing. 
Also a portfolio manager for sustainable credit strategies, Venk talks with Rusty and Robyn about what sustainable investing means, how sustainable credit differs from green bonds, and what catalysts could make sustainable investments a hit.

Key Takeaways

[01:06] - The top things to watch in 2023.

[02:45] - What brought Venk to Osterweis.

[04:48] - What sustainable investing means.

[07:12] - How sustainable credit differs from green bonds.

[10:38] - Venk's insights into the future growth of the ESG market.

[12:30] - How investors should allocate their funds to ESG investments.

[14:12] - The catalysts that could make sustainable investments a hit.

[19:42] - Venk's outlook on interest rates and sustainable income.

[27:44] - One of Venk's favorite investments.

[29:47] - How Venk maintains his physical and mental health to perform at a high level.

[32:27] - What Venk has to say about the people he works with.

[34:16] - Content recommendations from Venk.


Quotes
[06:41] - "Our goal is to align performance and progress. But to align performance and progress, you need a situation in which the investments you're making are truly impacted by the management team's decision to make more progress and improve their standing along the categories of risk that they have." ~ Venk Reddy
[12:17] - "The more investors focus on ESG as a risk, the larger that market becomes. Not because the market's getting bigger but because people realize that this approach is as appropriate for traditional portfolios as it is for mission-driven ones." ~ Venk Reddy
[18:02] - "Security selection matters when people think it matters, and risk is a long-term concept. Once we get to a place where that's the discussion around ESG, risks, and sustainability, the market will grow substantially." ~ Venk Reddy
 
Links 

Venk Reddy on LinkedIn

Osterweis Capital Management

It's The End Of The World As We Know It (And I Feel Fine)

Zeo Capital Advisors

Carl Kaufman

Howard Marks

Michaels Stores

The Intelligent Investor by Benjamin Graham


Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts


Mindset: The New Psychology of Success

Blindspot: Hidden Biases of Good People


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Rusty Vanneman

Robyn Murray


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0034-OPS-1/6/2023

It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage?
In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Barron’s, Wall Street Journal, Business Week, and Fortune Magazine. 
Kim talks with Rusty and Robyn about his outlook on inflation, the U.S. economy and corporate earnings, and the U.S. and international markets. As a portfolio manager, Kim also speaks about how investors should allocate their funds to international stocks and what advice he gives to investors in times of geopolitical crisis.

Key Takeaways

[03:24] - Kim's role at Main Management and what the firm is all about.

[05:39] - Main Management's outlook on inflation.

[07:20] - How investors should treat their bond allocations.

[08:47] - Kim's outlook for the U.S. economy and corporate earnings.

[11:01] - Kim's views on the U.S. and non-U.S. stock markets.

[18:35] - How investors should allocate their funds to international stocks.

[20:36] - Kim's advice to investors in times of geopolitical crisis.

[22:40] - Kim's favorite investment strategy.

[24:55] - A regimen that keeps Kim on top of his game.

[26:57] - The people Kim is grateful to professionally.

[28:42] - Kim's recommendation for content.


Quotes
[15:52] - "The U.S. dollar is the number one predictor of the international stock market outperforming the U.S. stock market. So if you're in a strong U.S. dollar environment, no matter how much you stomp your feet and want the U.S. market to underperform, it will not." ~ Kim Arthur
[21:26] - "Investors need to realize that when geopolitical crises happen, you want to be putting money into the market because almost 12 or 24 months later, you're up significantly from those periods when they went down. It shows the tenacity and the growth mindset of the globe that when these things happen, everybody gets together and works to find a solution to that problem." ~ Kim Arthur
[22:10] - "In the equity market, fear is temporary, and greed is permanent." ~ Kim Arthur

Links 

Kim Arthur on LinkedIn

Main Management

Main Management on Twitter

Zombie (Miley Cyrus Rendition)

Howard Marks

Breath: The New Science of a Lost Art


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Rusty Vanneman

Robyn Murray


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2450-OPS-12/19/2022

As the need for sophisticated investment management has grown, OCIO has become an increasingly popular solution for institutional investors and advisory firms looking for comprehensive, turnkey investment management. Partnering with an OCIO team connects investment strategies and products directly to investors' unique financial goals, risk targets, and plans. It is a powerful model to increase operational efficiencies and drive growth.
In this episode, Rusty and Robyn talk with Kurt Brown, Chief Investment Officer at TownSquare Capital and Head of OCIO at Orion. In his role, Kurt oversees the firm’s bespoke, high-touch services that power advisory practices, family offices, and institutions to more efficiency and higher growth. His team has consistently helped advisor practices accelerate their growth rates while enhancing investor returns, tax efficiency, and client retention.
An Outsourced CIO for institutions and advisory firms, Kurt talks with Rusty and Robyn about how TownSquare Capital started the OCIO trend, what the role of the OCIO entails, and why advisors that should consider an OCIO's services.

Key Takeaways

[04:14] - An overview of Kurt's professional background.

[05:33] - How Town Square Capital started the OCIO trend.

[07:41] - What the Ballard Center for Social Impact is all about.

[09:08] - What the role of the OCIO entails.

[12:32] - Why advisors should consider an OCIO's services.

[14:15] - The opportunity for OCIO in the market.

[15:23] - Why Kurt chose Orion for his OCIO efforts.

[16:18] - Why custom indexing is so popular today.

[18:37] - Kurt's outlook for wealth management.

[20:00] - What advisors and their clients want most these days.

[24:47] - The qualities of a high-performing financial advisor.

[28:26] - Kurt's outlook for the global economy.

[32:48] - The advice Kurt has for aspiring entrepreneurs.

[35:21] - Kurt's secret to success.

[37:29] - One of Kurt's favorite investments.

[40:04] - How Kurt maintains his physical and mental health to perform at his best.

[41:24] - The people Kurt is grateful to professionally.

[42:52] - Kurt's recommendation for content.


Quotes
[19:41] - "If you're an advisor living and dying by just having a basket of ETFs, it will be a much more challenging environment in the future. You have to be able to provide these other elements of customization, service, and sophistication." ~ Kurt Brown
[27:10] - "It's difficult to build a great business without partners. It is possible, but partnership models are incredibly powerful." ~ Kurt Brown
[33:27] - "The faster you can learn what you're exceptional at, the easier and quicker your career and income will grow." ~ Kurt Brown

Links 

Kurt Brown on LinkedIn

Kurt Brown on Twitter

TownSquare Capital on Twitter

Narco by Timmy Trumpet

Brigham Young University

Montgomery Securities

Ballard Center for Social Impact

Charles Schwab

Fidelity Investments

Brinker Capital

Andy Rosenberger

Vanguard

Bank of America

Eric Clarke

Goldman Sachs


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Rusty Vanneman

Robyn Murray


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2443-OPS-12/16/2022