Orion's The Weighing Machine
Orion Portfolio Solutions · 291 episodes
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 Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach t
Orion's The Weighing Machine is produced by Milemarker Studio as part of the Milemarker Podcasting Network.
Episodes
All 291, newest first.
Phil Voelker of AAMA - Black and White in a Gray Market
· Phil Voelker
Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk
· Felipe Toews
James St. Aubin of Ocean Park Asset Management - Winning by Not Losing
· James St
Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets
· Seth Rosenthal
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101
· Fritz Folts
Michelle Cluver of Global X ETFs - The Long Game of AI
· Michelle Cluver
Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner
· Jason Mertz
Kim Arthur of Main Management - The Ethos of Client Service
· Kim Arthur, Portfolio Manager
Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine
· Kim Arthur, Portfolio Manager
Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing
· Dominic Vaccaro
Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
· Morgan Lemaitre
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
· Jeff Brooks
Dustin Haygood of Aristotle - Value Investing and the Power of Patience
· Dustin Haygood, Client Portfolio Manager
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career
· Judith Peterson, Chief Marketing
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters
· Alma Rodriguez-Piscitello
Frank Trotter of Battle Bank - The Inside Story of Online Banking
· Frank Trotter
Morris Chen of DoubleLine Capital - Commercial Real Estate
· Morris Chen, Portfolio Manager
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds
· Daryl Clements, Municipal Portfolio Manager
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book
· Felipe Toews, Chief Executive
Wade Pfau of Retirement Researcher - Retirement Income and RISA
· Wade Pfau
Anmol Sinha of Capital Group - The Fixed Income Market and ETFs
· Anmol Sinha
Russ Koesterich of BlackRock - Global Strategies and Market Outlook
· Russ Koesterich
Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
· Meb Faber
Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
· Jeff DeMaso
Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
· Sue Thompson
David Lau of DPL Financial Partners - Why You Should Consider Insurance and Annuities in Your Investment Plans
· David Lau
Bob Baker of Advanced Asset Management Advisors - An Outlook for 2025
· Bob Baker
Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?
· Brent Sullivan, Rusty Vanneman, Robyn Murray
Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important
· Savina Rizova
Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine
Jack Sharry of LifeYield - Technology and Tax Efficient Investing
· Jack Sharry, Executive Vice President, Chief Growth
Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing
· Shana Sissel, Chief Executive
Nate Conrad of LifeX - A New Approach to Retirement Planning
· Nate Conrad
Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing
· Joel Shulman, Eva Ados
Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity
· Christopher Norton, Chief Marketing
Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms
· Charlie Phelan
Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach
· Cliff Asness, Managing Principal
Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them
· Julie Abbett
John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?
· John Kerschner
Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
· Paul Curley
Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now
· Saira Rahman, Vice President
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees
· Michael Patchen
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
· Ryan Issakainen, Senior Vice President
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
· Yuri Khodjamirian
The Brinker Due Diligence Team - Due Diligence and How to Do it Right
· John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King, Chris Hart
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing
· Jerry Parker
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
· Joe Smith
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
· Scott Davis, John Finneran
Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
· Ben Cruikshank
Adam Abbas of Harris Associates - It’s All About Fixed Income
· Adam Abbas
David Ricci of William Blair - The Future of Growth Investing
· David Ricci
Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?
· Eric Crittenden
Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t
· Mike Singleton, Senior Analyst
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?
· James St
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
· Tyson Walker
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
· Kostya Etus
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
· Kevin Carter
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
· Gerard O’Reilly
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
· Bill Wostoupal
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
· Jessica Golson, Senior Vice President
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
· Greg Wilensky, Jeremiah Buckley
Alex Fink - Leadership Advice from a US Army General
· Alex Fink, Retired US Army
Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
· Paul Baiocchi, Chief ETF Strategist
Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
· Harry Hartford
Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?
· Michael Arone, Managing Director
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management
· Brian Storey, Andrew Goins
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
· Ricky Schneider, Vice President, Senior Portfolio Manager
Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market
· Matt Brown
Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024
· Jason Mertz
Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry
Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?
· Josh Flade
Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
· Frank Nickel, Tom LaBarbera
Chris King of Eaglebrook Advisors - Let’s Talk Crypto
Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024
· Fritz Folts
Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence
· Ron Ahluwalia, Mili Rosen, Will Girton
Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last
Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends
· Ron Temple
Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?
Phil Toews of Toews Asset Management - What's Ahead in 2024?
Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023
· Jeff DeMaso
Kim Arthur of Main Management - Market Outlooks
Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm
Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry
· Edward Rosenberg, Managing Director
David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry
· David Schulhof
Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth
· Rand Wrighton, Managing Director, Senior Portfolio Manager
Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets
· Andy Smock
Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships
· Brett Van Bortel
Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks
· Daniel Fields, Todd Morris
Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives
· Michael Green, Portfolio Manager, Chief Strategist
Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management
· Tom Galvin, Lead Portfolio Manager
Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values
· Bob Doll
George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business
· Ryan Donovan, Senior VP
John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing
· John Davi
Mike Akins with ETF Action - How to Navigate the ETF Marketplace
· ETF Action, Mike Akins
Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios
· Vern Montross, Western Division Managing
Julie Cane of Democracy Investments - Investing in Freedom
· Julie Cane
Dr. Daniel Crosby of Orion - What's on Your Bookshelf
Brian Ferguson of Newton Investment Management Group - Investing in Value
· Brian Ferguson, Senior Portfolio Manager
Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)
· Chris Shuba
Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks
· Daniel Villalon
Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks
· Adam Hetts, Portfolio Manager
Charles Goldman of Orion - The Future of Holistic Wealth Management
· Charles Goldman, Executive Chairman
Chris Ryan of BlackRock - Exploring Fixed Income SMAs
· Chris Ryan, BlackRock's Senior Fixed
Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success
· Jim Cullen
Bruce Bond of Innovator ETFs - Defined Outcome ETFs
· Bruce Bond
Doug Lennick of think2perform - Why Behavioral Finance Is Important
· Doug Lennick
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing
Sean O'Hara of Pacer ETFs - Rethinking Value Investing
· Sean O'Hara
Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing
· Jennifer Grancio
Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics
· Mike Singleton, Senior Analyst
Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models
Alex Oxenham of Hilton Capital Management - Tactical Income Strategies
· Alex Oxenham, Portfolio Manager
Philipp Hecker of Bento Engine - Advice Beyond Investing
· Philipp Hecker
Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors
· Jeff Strese
Bryan Keller of Dakota Wealth Management - The Future of RIAs
· Bryan Keller, Chief Strategic
Phil Voelker of AAMA - Understanding the State of the Economy and Markets
· Phil Voelker
Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor
Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients
· Andrew Rosenberger
Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments
· Eric Mueller, Managing Director, Model Portfolio Strategist
Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt
· Phillip Toews
Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success
· Brian McLaughlin
Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat
· Michael Ashton
Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan
· Eric Godes, Senior Vice President, Senior Consultant
Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments
· Christopher Hart
Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)
· Eric Biegeleisen
Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts
· Art Lutschaunig
Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy
· Paula Wieck, Vice President, Senior Portfolio Manager
Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds
· Stanley Sattler
David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023
· David Lundgren, Chief Market Strategist
Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies
· Venk Reddy
Kim Arthur of Main Management - The Economic Outlook for 2023
· Kim Arthur
Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms
· Kurt Brown
Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities
· Shawn Reynolds, Portfolio Manager
Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard
· Jeff DeMaso
Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio
· Paul Ma, Vice President, Lead Portfolio Strategist
Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors
· Bryce Skaff
Colleen Ambrose of Capital Group - The Possibility of a Global Recession
· Colleen Ambrose
James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies
· Kenneth Sleeper
Samuel Lau of DoubleLine - Fixed Income Asset Allocation
· Samuel Lau
Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors
· Andrew Beer, Managing Member
Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention
· Brett Van Bortel
Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks
· Glenn Dorsey, Senior Vice President
Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education
· Paul Curley
John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies
Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
· Billy Oliverio, Executive Vice President, Chief Marketing
Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management
Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios
· Michael Gates, Managing Director
Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks
· Michael Petro, Portfolio Manager
Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy
· Maxwell Gold
Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM
· Kate Guillen, Lead Trainer
Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending
· Colleen Jaconetti
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
· Thomas Forsha
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
· Daniel Villalon
Matt Werner of Chilton Capital Management - Investing in REITs
· Matt Werner, Managing Director, Portfolio Manager
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
· Chip Roame
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
· Cody Wheaton, Brian Demain, Co-Portfolio Managers
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
· Joshua Emanuel
Scott Ladner of Horizon Investments - Goals-Based Financial Strategies
· Scott Ladner
Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return
· Herb Morgan
Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management
· Kostya Etus
David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services
· David Ledgerwood, Revenue Lead
William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets
Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last
· Rayna Lesser Hannaway
Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms
· Boutique Strategist Firms, Robert Baker
Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"
· Michael Ashton
Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies
· Yoav Sharon, Portfolio Manager
Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets
· Christopher King
Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy
· Courtney Rosenberger, Managing Director
David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets
· David Sherman
Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work
· Manish Khatta
Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future
· Jeff Spiegel, US Head
Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times
· Kenneth Sleeper, Co-Managing Director, Portfolio Manag
Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market
· Eben Burr
Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios
· Justin Christofel, Portfolio Manager, To The Jungle
John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs
· John Davi
Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments
Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry
· Noreen Beaman
Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes
· Eric Clarke
Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management
· Jamie Susanin
Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies
· Kim Arthur
Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement
· Brian Dobbis
Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends
· Jay Jacobs
Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development
· Brie Williams, Vice President
Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today
· Jeremy Schwartz
Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio
· Brian Selmo, Portfolio Manager
Scott Henderson of Calamos Investments - Maximizing Your Investment Returns
· Scott Henderson, Senior Vice President, Portfolio Specialist
Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn
· Dirk Hofschire, Senior Vice President
Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing
· Frank Nickel
Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs
· Bitcoin ETFs, Simeon Hyman
Mike Van Wyk of Capital Group - Pathways to Business Growth
· Mike Van Wyk, Vice President
Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn
· Maria Quinn
Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets
· Carl Kaufman, Managing Director
Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation
Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management
· Suzanne Daly, Vice President
Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management
· Glenn Dorsey
Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability
· Larry Swedroe
Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing
· Manish Khatta
Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing
· Aaron Scully, Portfolio Manager
Vance Howard of Howard Capital Management - Quantifying Risk and Tactical Investing
· Vance Howard, Portfolio Manager
Harin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative Investing
· Portfolio Manager
Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency
· Grant Engelbart, Senior Portfolio Manager
Skip Schweiss of the Financial Planning Association - The Merits of CFP Credentials and Fiduciary Standards
· Skip Schweiss
Scott Helfstein of ProShares - How to Leverage and Position Thematic Funds
· Scott Helfstein, Executive Director
Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification
· Sal Gilbertie
Ken Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular Opinion
· Ken Sleeper, Managing Director
Dave Lundgren of the Fill the Gap Podcast - Mastering Your Investment Style
· Dave Lundgren
Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios
· Jake Gilliam
Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors
· Christopher King
Ryan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFs
· Ryan Issakainen
Amy Magnotta of Brinker Capital - The Future of Portfolios, and Women in Finance
· Amy Magnotta
Jay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based Investing
· Jay Jacobs, Tom Driscoll
Scott Ladner of Horizon Investments - Income Investing and Risk Management
· Scott Ladner
Dr. Daniel Crosby of Orion - Behavioral Finance Strategies & Best Practices
· Orion Advisor Solutions’
Klaus Thuerbach of PIMCO - Commodities Uncovered
· PIMCO’s Klaus Thuerbach
Jeff Spiegel of iShares - Investing in Megatrends
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design
· Felipe Toews, Phil Toews
Kim Arthur of Main Management - Investing in Disruption & Innovation
· Main Management’s Kim
Tom Lydon of ETF Flows - Past, Present & Future of ETFs
· ETF Flows’ Tom
Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace
· Fidelity Investments’ Matthew
Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing
· Orion Advisor Tech’s
Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?
· Tim Holland
Jeff Mueller of Polen Capital - Different Take on Long Term Investing
Episode 69: A Modern Day Golden Era?
Rob Arnott of Research Affiliates - Suggestions For Today’s Market
· Rob Arnott
Episode 67: Is Your Portfolio Good As Gold?
Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum
Episode 65: Staying Balanced Plus Big News From Orion
Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches
· Orion Portfolio Solutions'
Case Eichenberger of CLS Investments - The End of Value Investing?
· CLS Investments' Case
Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities
· Brandywine Global's Jack
Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash
Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil
Sean Clark of Clark Capital - Economic Recovery Prospects
· Clark Capital's Sean
Abe Sheikh of Cougar Global Investments - Economic Impact of COVID-19
Peter Sousa of Litman Gregory - Weathering the Storm
· Litman Gregory’s Perter
Erin Leighty of PIMCO - Pandemic Impact
· PIMCO’s Erin Leighty
Terri Spath of Ocean Park - USA! USA!
Kim Arthur of Main Management - Market Volatility
Phil Toews of Toews Corp - The Orion Due Diligence Process
Grant Engelbart of CLS Investments - The State of ETFs
Marc Pfeffer of CLS Investments - The Value of Financial Planning
· CLS CIO Marc
Grant Engelbart of CLS Investments and Ryan Beach of Orion - Active Management’s Time to Shine
· CLS Directors
Jeovany Zelaya, Michael Hadden, and Nick Codola of CLS Investments - Common Investor Questions
Marc Pfeffer of CLS Investments - Yield Curve Un-Inversion
Marc Pfeffer and Bruce Bischoff of CLS Investments - Tweet-Sized Insights & A Sales Master
Grant Engelbart of CLS Investments - Implications of the Fed Rate Cut
Dr. Nicholas Arreola of CLS - Resilience & Inflation
· CLS Chief Behavioral
Michael Arone of State Street Global Advisors - How Likely is a Recession?
Mike Forker of Orion Advisor Tech - Value Investing & The Importance of Global
Bill Hoyt of Lattice Strategies - Sell in May and Go Away? Not so Fast!
· Bill Hoyt
Kray Zeller of CLS Investments- March Madness & Construction Management
· CLS Director
Todd Clarke of NorthStar - True Value of Financial Advice
· Todd Clarke, Former CEO
Eric Clarke of Orion - Trading Lessons from the NBA
Mike Zarren of CLS Investments - Staying Disciplined & What’s New with Brexit
· CLS Senior Vice
Michael Hadden, Dustin Dorhout, and Aleck Liu of CLS Investments - Reasons to be Optimistic
· CLS Analysts Michael, Dustin Dorhout, Aleck Liu
Dean Cook of FTJ FundChoice - Staying Focused in the New Year
· Dean Cook
Paul Baiocchi of Fidelity - Defense Wins Championships
· Paul Baiocchi, ETF Business Development
John Diehl of Hartford Funds - The October “Correction” & A New Vision of Retirement
· John Diehl, Senior Vice President
Kevin Zlomke and Grant Engelbart of CLS Investments - Time is on Our Side & Myths of ESG
· Kevin Zlomke, CLS Institutional Trading
Case Eichenberger and Jeovany Zelaya of CLS Investments - Worried About the Next Bear Market?
· CLS Client Portfolio, Case Eichenberger, Jeovany Zelaya, Client Portfolio Managers
Dawn Batho of CLS Investments - The Drivers of Warren Buffett's Success & Importance of Market Sentiment
· Dawn Batho, CLS Director
Chelsey Duncan of CLS Investments - Hidden Risk & Taking Advantage of Volatility
· Chelsey Duncan, CLS Director
Meb Faber of Cambria - Importance of “Expectations” & Is it Time to Buy FANG Stocks?
· Meb Faber
Gene Frerichs of CLS Investments - Our #1 Concern & Risks of Tariffs
· Gene Frerichs
Bill Wostoupal and Marc Pfeffer of CLS Investments - Trade Wars & Market Timing
· Bill Wostoupal
Grant Engelbart of CLS Investments - A.I. and Shark Bites
· Robyn Murray, Grant Engelbart, CLS Portfolio Manager
Todd Clarke of Northstar - Be Different
· Todd Clarke, Managing Director
Chad Boyer of CLS Investments - Better to Row or Sail
· Chad Boyer
Paul Curbo of Invesco - The Loser's Curse: Market Timing & the NFL Draft
· Invesco’s Paul Curbo
Ryan Beach of CLS Investments - Tariffs, Tech Wrecks and How to Improve Performance
· CLS CEO Ryan
Kostya Etus of CLS Investments - Stay Calm and Invest On
· CLS Portfolio Manager, Kostya Etus
Anders Smith, Myles Bozinovski, Brian Ragle, Darrell Saathoff, and John Welch of CLS Investments - Special Edition (Part 2): Words of Wisdom from the CLS Sales Team
· Regional Vice President
Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team
· Regional Vice President
Brian Kelleher of PIMCO and Bobby Brooks of Deutche Asset Management -Active Investing and a Bumpy Ride for Income Investing
· Brian Kelleher, Senior Vice President
Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates - Episode 10
· Sal Gilbertie
Brian Ragle of CLS Investments - The Comeback of Volatility
· Brian Ragle, Senior Regional Vice
Josh Jenkins of CLS Investments - Coming in 2018: Volatility?
· Josh Jenkins
Paula Wieck of CLS Investments - Taxes and Trends in 2018
· Paula Wieck
Kostya Etus and Grant Engelbart of CLS Investments - Millennials & Bitcoin Mania
· Grant Engelbart
Marc Pfeffer of CLS Investments - Could Tax Reform Impact the Housing Market?
· Marc Pfeffer
Joe Smith of CLS Investments - Beta & Taxes
· Joe Smith
Reggie Brown of ETF Group - Halloween and Unhappy Anniversaries
· Reggie Browne
Kostya Etus of CLS Investments - Fears and Expectations
· Kostya Etus
Q&A with Chris Davis
· Chris Davis
Q&A with Chris Davis
· Chris Davis
Case Eichenberger of CLS Investments - Bullish or Bearish – Does It Matter?
· Case Eichenberger
Joseph Smith of CLS - CLS Weekly 3: September 20, 2017
· Joseph Smith
CLS Weekly 3: August Market Review
Reference Guide Webinar – August 2017
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