298 Épisodes

  1. Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History

    Publié: 03/09/2024

  2. Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities

    Publié: 27/08/2024

  3. Adam Abbas of Harris Associates - It’s All About Fixed Income

    Publié: 20/08/2024

  4. David Ricci of William Blair - The Future of Growth Investing

    Publié: 13/08/2024

  5. Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?

    Publié: 06/08/2024

  6. Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t

    Publié: 30/07/2024

  7. 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?

    Publié: 23/07/2024

  8. Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits

    Publié: 16/07/2024

  9. Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

    Publié: 09/07/2024

  10. Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets

    Publié: 02/07/2024

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

    Publié: 25/06/2024

  12. Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management

    Publié: 18/06/2024

  13. Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It

    Publié: 11/06/2024

  14. Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios

    Publié: 04/06/2024

  15. Alex Fink - Leadership Advice from a US Army General

    Publié: 28/05/2024

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

    Publié: 21/05/2024

  17. Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets

    Publié: 14/05/2024

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

    Publié: 07/05/2024

  19. Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management

    Publié: 30/04/2024

  20. 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

    Publié: 23/04/2024

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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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