298 Épisodes

  1. Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms

    Publié: 10/05/2022

  2. Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"

    Publié: 03/05/2022

  3. Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies

    Publié: 26/04/2022

  4. Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets

    Publié: 19/04/2022

  5. Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy

    Publié: 12/04/2022

  6. David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets

    Publié: 05/04/2022

  7. Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work

    Publié: 29/03/2022

  8. Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future

    Publié: 22/03/2022

  9. Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times

    Publié: 15/03/2022

  10. Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market

    Publié: 08/03/2022

  11. Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios

    Publié: 01/03/2022

  12. John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs

    Publié: 22/02/2022

  13. Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments

    Publié: 15/02/2022

  14. Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry

    Publié: 08/02/2022

  15. Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes

    Publié: 01/02/2022

  16. Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management

    Publié: 25/01/2022

  17. Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies

    Publié: 18/01/2022

  18. Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement

    Publié: 11/01/2022

  19. Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends

    Publié: 04/01/2022

  20. Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development

    Publié: 28/12/2021

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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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