Orion's The Weighing Machine

By: Orion Portfolio Solutions
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  • Summary

  • 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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Economics Personal Finance
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Episodes
  • Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees

    Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees
    Oct 15 2024

    Today, Rusty and Robyn are joined by Michael Patchen, Co-Founder and CEO at Colleva.

    Key Takeaways

    • Mike’s professional background and how he got where he is today.
    • What inspired the founding of Colleva?
    • What are the challenges that Mike is seeing in the RIA space and how is Colleva helping address these? Also, how does he envision it transforming the landscape of professional development and employee coaching?
    • What is Mike’s outlook for AI in the broader investment industry and how it will transform it?
    • What does Mike consider to be the primary focus of Colleva?
    • How does Colleva use AI to create lifelike, interactive coaching experiences? What sets it apart from other AI tools?
    • What makes Colleva’s approach to employee insights so unique?
    • While Colleva is not currently being used to job interviews and screening, what roles can it play in the interviewing landscape?
    • Does Mike have metrics or success stories to gauge the effectiveness of Colleva?
    • Some examples of how using Colleva is engaging, approachable and even fun.
    • At a philosophical level, how does Mike see the future of work evolving?
    • How does Mike maintain a work/life balance and how does that influence his leadership style?
    • What is currently Mike’s favorite investment idea?

    Quotes

    “When my co-founder and I saw what was happening in the AI world, with obviously things like these large language models, like OpenAI…but also text to speech, speech to text, video avatars…What we realized is there was a unique…level changing opportunity, to provide an executive coach for everyone… [and that it] could add a lot of value to organizations.” ~ Michael Patchen

    “I think [AI] is going to be, you know, completely transformative…without any hyperbole. As someone who went through the internet bubble, or internet phase, I think ultimately this will be multiples of that in terms of impact. There will be a lot of shakeout, there will be a lot of false starts, there will be a lot of figuring out what is good AI…vs. bad AI. But, ultimately, the impact is going to be transformational because we are really just in the infancy of it.” ~ Michael Patchen

    Links

    • Michael Patchen on LinkedIn
    • Colleva
    • “Still of the Night” by Whitesnake

    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.

    Advertisement sponsored by Janus Henderson Investors. Janus Henderson Investors and Orion Advisor Solutions, Inc. (“Orion”) are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided. Orion does not endorse any particular third-party product or service.

    Compliance Code: 2610-OPS-10/10/2024
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    45 mins
  • Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More

    Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
    Oct 8 2024
    Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit Investment Trusts, Closed-Ended Funds, Structured Products, and Exchange-Traded Funds. As an ETF Strategist at First Trust, Ryan provides in-depth analysis and commentary related to ETF investing, including a monthly ETF webcast for financial advisors, and a quarterly ETF newsletter. In addition to his research responsibilities, Ryan speaks at various ETF industry events and conferences throughout the country. Mr. Issakainen has appeared on a number of radio and television outlets including CNBC, Fox Business, Bloomberg Radio, and WBBM Newsradio 780. In addition, he has given interviews to numerous print outlets including Investor’s Business Daily, Bloomberg, Reuters, InvestmentNews, Investment Advisor Magazine, TheStreet.com, Index Universe, MarketWatch, The Wall Street Journal, LA Times, US News and World Report, and Fortune Magazine. Ryan holds a B.A. and an M.A. from Wheaton College in Wheaton, IL. He resides in upstate New York with his wife Lauren and children Abigail, Joshua, and Caleb.Key TakeawaysWhat drew Ryan to this industry in the first place and why has he stuck with First Trust for such a long time?What drives First Trust’s investment philosophy and how does it differ from its peers?When interest rates are falling, what tends to work in the stock market?When might the stock market broaden out a bit and what are some of the potential catalysts for this shift?What are some of the potential second order effects of the buildout of AI?How does Ryan define investment themes in general and what does he think that themes like re-shoring and de-globalization mean for the market overall?What is Ryan’s overall outlook for the growth of ETFs and ETF models?How would Ryan define Buffered ETFs and why is there such high demand for them?More and more firms are entering the Buffered ETF landscape. What might this mean for the ecosystem?What is next in the Buffered investment space? Will First Trust potentially bring buffers to other investment vehicles?How does First Trust partner with RIAs and Financial Advisors in a way that might be different from other ETF fund companies?How does First Trust mesh their great macro research with the products they launch?What is Ryan’s favorite investment idea at the moment?Quotes“When we look historically, what tends to work better during those rates down/rate cutting environments…we’ve seen high dividend paying stocks, as well as low volatility stocks, have been the best performing factors. High quality stocks tend to do well also, but they also tend to work when rates are moving higher. ” ~ Ryan Isaakainen“[For] themes like de-globalization [and] re-shoring, those things are obviously connected - if you are going to have less of a global supply chain, you’ve got to bring it home. This is a trend that is just beginning to play out, that we expect will have legs for at least a decade. We look at the evidence that it’s happening…there’s this building boom in factories that’s across the US - it’s just an enormous amount of magnitude…and there’s a lot of reasons for that and there’s a lot of reasons why we think it will continue. One of the obvious reasons, looking in the rearview mirror…is that…there are vulnerabilities [in supply chains] that were exposed by Covid.” ~ Ryan IsaakainenLinksRyan Issakainen on LinkedInFirst Trust Advisors“Enter Sandman” by MetallicaFirst Trust ROI PodcastAll-In PodcastConnect 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.Compliance Code: 2518-OPS-10/1/2024
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    50 mins
  • Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch

    Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
    Oct 1 2024

    Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.

    Key Takeaways

    • [03:31] - Yuri’s professional background, career highlights and what brought him to Tema.
    • [05:06] - More on Tema ETFs and what makes them stand out from their peers.
    • [06:10] - Learn more about Tema’s investment process and philosophy.
    • [07:24] - How does Yuri think up the ideas behind the funds they launch? What is his process?
    • [08:37] - What is the trend of “American reshoring” and how does Tema select companies for this theme?
    • [10:38] - What makes Tema think that reshoring in the US is a durable trend?
    • [13:32] - How does Tema approach the healthcare sector differently from other sectors?
    • [15:47] - What should we be paying attention to in relation to the anti-obesity market within healthcare?
    • [17:42] - How is Tema doing “Moat Investing” differently than other firms?
    • [19:48] - One of Tema’s tickers is “TOLL.” What are some examples of some of the companies they would include, or would not include, in TOLL?
    • [21:42] - What do alternative investments mean for Yuri and what are his current thoughts on the space?
    • [24:27] - What is Yuri’s favorite investment idea currently?

    Quotes

    [06:12] - “My key criteria for joining [Tema ETFs] was sort of - are we going to be really thoughtful about the types of strategies we launch?...What I was kind of encouraging was to build a very thoughtful process that was investment first. What are the most interesting [areas], what I call neighborhoods, of the stock market? ” ~ Yuri Khodjamirian

    [08:45] - “The thesis [of American reshoring] is kind of the opposite of what was happening in the world many decades ago. So, if you think about the 1960s and from that point on - really a lot of companies, especially in the United States, started to send manufacturing abroad. They were motivated by labor costs [among] other things…and companies were offshoring…but what’s happened over I would say the last 15 years…is that companies are starting to realize that these supply chains are quite vulnerable…and suddenly the board room calculations [are considering] ‘shouldn’t I be building [supply chains] closer to the home market to gain an advantage?’” ~ Yuri Khodjamirian

    Links

    • Yuri Khodjamirian on LinkedIn
    • Tema ETFs on LinkedIn
    • Tema ETFs
    • “Why Can’t We Be Friends?” by War
    • The Browser Newsletter
    • In Our Time Podcast

    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: 2482-OPS-9/26/2024
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    34 mins

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