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Orion's The Weighing Machine

De: Orion Portfolio Solutions
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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
    Orion Portfolio Solutions
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Episodios
  • 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. 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?
    Jul 23 2024

    Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founders David Wright and Kenneth Sleeper.

    An accomplished investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder. He is a Board Member and Treasurer for Children’s Bureau of Southern California, a local non-profit organization focused on primary prevention of child abuse.

    Key Takeaways

    • [03:19] - Learn more about James’ professional background and his current role.
    • [05:11] - Learn more about Ocean Park’s rules based investment philosophy and how they differ from their peers.
    • [08:33] - What is James’ current market outlook and how is he looking at, and thinking about, the market right now?
    • [10:40] - What is James’ outlook for inflation and economic growth, in particular?
    • [13:06] - Are there any other risks that investors should be aware of right now?
    • [14:32] - How does his economic outlook impact his current view on the financial markets?
    • [16:42] - James’ view on the overall US market and some particular opportunities within that.
    • [18:21] - How are they adjusting Ocean Park portfolios given the current market environment?
    • [19:21] - What’s new at Ocean Park, particularly in terms of product development?
    • [22:08] - There has been an explosion in data availability in recent years. How has his firm’s quantitative process evolved accordingly?
    • [23:53] - Does James’ firm have any plans to incorporate AI into their research process?
    • [25:44] - What is James’ favorite investment idea for the rest of 2024?
    • [29:27] - Who are some of the colleagues and mentors that have helped James get to where he is today?

    Quotes

    [08:35] - “[Recently I’ve]...been comparing the economic data that we’re looking at to a Rorschach test. It certainly doesn’t necessarily tell you a clear picture of what’s happening, it’s a very poorly defined picture, and sometimes I think it tells more about the person that’s evaluating the data than the data itself. ” ~ James St. Aubin

    [13:07] - I think that those long and variable lags [may be a risk that’s often unaccounted for]...maybe we are underestimating how long and variable those are. Are we solving one problem, meaning inflation, to create a growth problem? That’s always a concern in these rate hiking cycles.” ~ James St. Aubin

    Links

    • James St. Aubin on LinkedIn
    • Ocean Park Asset Management
    • Sierra Investment Management
    • “Papa Was A Rollin’ Stone” by The Temptations

    Connect with Us

    • Meet Rusty Vanneman, Orion’s Chief Investment Officer
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

    Compliance Code: 620-OPS-6/27/2024
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    36 m
  • Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits

    Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
    Jul 16 2024

    Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive expert guidance on investment models and asset allocation decisions, optimizing their clients’ financial outcomes. Tyson is a member of the TownSquare Investment Committee where he lends his expertise on equity markets and chairs the Equity Subcommittee. In addition to his Portfolio Strategy responsibilities, Tyson plays an integral role on the sales team, assisting to bridge the investment gap for new Registered Investment Advisors (RIAs) partnering with TownSquare Capital. Prior to working at TownSquare Capital Tyson worked for Fidelity Investment as a member of the International Trade team. There he traded equities and currencies in over 30 countries. He attended the University of Utah and earned a bachelor’s degree in economics.

    Key Takeaways

    • [03:05] - Learn more about Tyson’s career and what he is doing in his current position.
    • [06:10] - What is TownSquare’s investment philosophy and how does it stand out from its peers?
    • [09:45] - How has TownSquare been able to build such a loyal and excited following among advisors?
    • [11:53] - What are the main objectives of TownSquare’s portfolio audit and what insights are they hoping to find?
    • [15:40] - What are some of the common findings in portfolio audits? Also, how often do portfolio audits not turn up suggested portfolio changes?
    • [18:18] - How often does the audit impact the asset allocation of a particular household?
    • [22:56] - What is Tyson’s favorite investment idea for 2024?

    Quotes

    [16:30] - “Oftentimes [in our audits] we’re going to see portfolios that will own the same investment. They’ll own a Microsoft, or an Apple, or something 7 or 8 times within their portfolio. So, if we think of…an example of why that may be a problem… In any single day, that client [might have] two transactions happen on Apple, in their portfolio, but their exposure has stayed…the same. ” ~ Tyson Walker

    [20:17] - “Imagine you walk into your local grocery store [and] you go to the produce section, and you know, you can buy a watermelon for say 50 cents a pound, right? But you could also walk 10 additional steps to the refrigerated section, and you could buy a watermelon that’s been sliced up, and it’s got saran wrap over it, and it costs four times as much, right?...We tend to see that the same thing can happen within Wall Street, where…[people] will take the same stocks and bonds, take them to the back out of sight, cut them up, package them, price them at different numbers, you know, and then you end up paying a lot more.” ~ Tyson Walker

    Links

    • T.N.T. by AC/DC
    • Josh Flade on TWM
    • Kurt Brown on TWM

    Connect with Us

    • Meet Rusty Vanneman, Orion’s Chief Investment Officer
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Disclosure(s) - Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

    Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. 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”).

    OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC

    Compliance Code: 1516-OPS-6/17/2024
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    35 m
  • Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them

    Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
    Jul 9 2024
    Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, portfolios and performance. He brings to Dynamic specialized experience in asset allocation and security selection of various ETF and mutual fund portfolios. His experience includes managing mutual funds, ETF strategies and 529 plans, as well as evaluating investment strategies, including SMAs, model portfolios and individual funds through a robust due diligence framework. Prior to his role as CIO, Etus served as Head of Strategy, Investment Management. Under his leadership, Dynamic strengthened its investment research, asset allocation and strategy development, including the development and launch of enhanced ETF strategies, alternative investments and custom high-net-worth (HNW) solutions. Prior to Dynamic, Etus served the Orion organization (CLS Investments and Orion Portfolio Solutions) for more than 10 years. There, he held various roles, including Trading Specialist, Research Analyst, Portfolio Manager and finally, Director of Investment Research. He graduated from the University of Nebraska at Omaha with a Bachelor of Science degree in Business Administration and obtained Master of Investment Management and Financial Analysis and Master of Business Administration degrees from Creighton University. He holds the FINRA Series 65 securities registration and the Chartered Financial Analyst (CFA) designation. A self-proclaimed movie buff, when Etus isn’t providing investing guidance to Dynamic’s advisor-clients, he can be found watching the latest blockbuster film or spending time with his family. Etus was born in Novosibirsk, Russia. He currently resides in Omaha, Neb., with his wife and daughters.Key Takeaways[03:24] - Learn about Kostya’s career, background and his role at Dynamic Advisor Solutions.[09:05] - Learn more about Dynamic Advisor Solutions and what sets them apart as a firm.[12:30] - What is new or innovative at Dynamic over the last year?[13:52] - What were some of Kostya’s key takeaways from Berkshire Hathaway’s shareholder meeting this year?[19:16] - What are some of the reasons advisors should be using investment models?[22:17] - What are some of the best building blocks for successful investment models?[25:53] - What can be done in high net worth situations to enhance the model experience?[28:40] - What is Kostya’s quick and dirty market outlook and what is his favorite investment idea for the remainder of 2024?[32:95] - What are some of the most exciting blockbusters slated for summer release?[51:52] - Tips for picking your Fantasy Football lineup for this year.Quotes[10:13] - “There are three things we say that advisors should be doing that they are best at. Number one is servicing their existing clients. Meeting with their clients, making sure that everything is going well. Number two, growing their business - helping new clients, you know, bringing new people in. Number three, nothing. Do something that you love, go golfing, sleep more, spend more time with your family. So those are the things that advisors should be focused on and everything else, the minutiae of day-to-day life…you can let Dynamic take care of that.” ~ Kostya Etus[21:02] - “That’s what models bring to the table. You can always talk about exactly how, as a whole, the strategies are positioned, how they are managed and it’s more consistent. Models tend to be more diversified, just in general by definition, models allocate to lots of different asset classes that may offset each other and improve diversification. They are often times cost effective, easier to manage, easier to implement. You get access to professional management…and last but not least…an advisor’s primary focus should be servicing clients, raising assets and spending time with their families. Go work four days a week! Outsourcing investment management can really save advisors a tremendous amount of time.” ~ Kostya EtusLinksKostya Etus on LinkedInDynamic Advisor Solutions“Why Can’t We Be Friends” by WARConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. 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.Compliance Code: 1498-OPS-6/13/2024
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    1 h y 2 m
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