Orion's The Weighing Machine
A podcast by Orion Portfolio Solutions - Marți
Categories:
265 Episoade
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Episode 79: The Value of Value Investing丨Guest: Hotchkis & Wiley Capital Management’s Scott McBride
Publicat: 23.03.2021 -
Jeff Spiegel of iShares - Investing in Megatrends
Publicat: 08.03.2021 -
Episode 77: The Inflation Debate | Guest: Enduring Investments' Michael Ashton
Publicat: 17.02.2021 -
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design
Publicat: 25.01.2021 -
Kim Arthur of Main Management - Investing in Disruption & Innovation
Publicat: 05.01.2021 -
Tom Lydon of ETF Flows - Past, Present & Future of ETFs
Publicat: 11.12.2020 -
Matthew Goulet of Fidelity Investments - Understanding The Model Marketplace
Publicat: 13.11.2020 -
Chris Romano of Orion - Cybersecurity & The Power of Direct Indexing
Publicat: 29.10.2020 -
Tim Holland of Brinker Capital - What Really Matters: Politics or Policy?
Publicat: 13.10.2020 -
Jeff Mueller of Polen Capital - Different Take on Long Term Investing
Publicat: 02.10.2020 -
Episode 69: A Modern Day Golden Era?
Publicat: 24.09.2020 -
Rob Arnott of Research Affiliates - Suggestions For Today’s Market
Publicat: 21.08.2020 -
Episode 67: Is Your Portfolio Good As Gold?
Publicat: 17.08.2020 -
Bob Baker of Advanced Asset Management Advisors - Tailwinds Propelling Market Momentum
Publicat: 24.07.2020 -
Episode 65: Staying Balanced Plus Big News From Orion
Publicat: 14.07.2020 -
Horacio Carias of Orion - Second Half 2020 Expectations Plus New Strategy Launches
Publicat: 29.06.2020 -
Case Eichenberger of CLS Investments - The End of Value Investing?
Publicat: 11.06.2020 -
Jack McIntyre of Brandywine Global - Bear Market Optimism & Overlooked Opportunities
Publicat: 22.05.2020 -
Michael Arone of State Street Global Advisors - Earnings Season and The Coronavirus Crash
Publicat: 06.05.2020 -
Marc Nabi of Capital Group - Global Markets' Reaction to Turm-Oil
Publicat: 29.04.2020
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