Shows
Invest Well, Be WellSkip Schweiss - Being Where Your Feet AreTune in to hear:In this episode, we discuss Skip’s career, the future of the independent IRA industry, how we can “keep the soul” of financial advice and so much more!What are some of the pivotal moments that really shaped Skip’s professional path?What lessons has Skip learned about creating impact across an organization, or across an industry?From Skip’s perspective, what’s the state of the independent IRA industry today and where does he think it’s headed?How can we “keep the soul” of financial advice and how can financial advisors balance t...2025-08-1435 minInvest Well, Be WellBrittany Mason - Building Alternatives, Brick by BrickTune in to hear:In this episode, we discuss Brittany’s career, her passion for travel and her wellness and meditation routine that centers her personal and professional life. We also take a closer look at the exciting future of alternative investments. Learn more about Brittany’s background, Banríon Capital’s mission and what sets Banríon apart in the alternative space.Banríon is focused on “democratizing access to alternatives.” What does this mean in practice and why is it important now?Are there specific types of alternatives that are really under appreciated or misunderstood...2025-08-1234 minInvest Well, Be WellEric Clarke - Leading with Purpose: Building and Letting GoTune in to hear:In this episode, we discuss Eric’s career, the importance of servant leadership, the future of Fintech and how to maintain perspective and resilience during life’s most challenging times.What originally inspired Eric to create the Orion platform and how did his personal values shape the company’s mission?As Orion grew, how did Eric maintain a company culture centered around purpose and service in such a fast moving and tech-driven industry?How does Eric see the role of the financial advisor evolving over the next decade? What skills or tools will b...2025-08-0726 minInvest Well, Be WellJim Ware - The Culture Factor: How Great Investment Teams WinTune in to hear:In this episode, we discuss Jim’s career, the relationship of company culture to performance, the human-side of investing and how firms that work remotely can still cultivate a strong company culture.What experience shifted Jim’s focus to the “human-side” of investing?Which one of Jim’s books best captures his philosophy today and what core message from that book still resonates with him?What separates high-performing investment cultures from the rest? Are there consistent traits or practices that stand out to Jim?What are some of the blind spots people have in re...2025-08-0559 minInvest Well, Be WellJurrien Timmer - Renaissance Investing: Wisdom, Wellness and The WorldTune in to hear:In this episode, we discuss Jurrien’s career, his uniquely narrative approach to technical analysis and his secrets for unlocking resilience and wellness in daily life.What has been most rewarding about working and growing in Jurrien’s career at Fidelity? Also, learn more about his current positionWas there a formative moment in Jurrien’s career that shaped his approach to technical analysis?What does taking a long-term, historical approach mean to Jurrien in a world where there is so much noise, 24/7 news and market data?Where are we in the current cycle...2025-07-311h 02Invest Well, Be WellDr. Phil Pearlman - Unlocking Fitness Alpha—The Performance Edge in Markets and LifeTune in to hear:In this episode, we discuss the connection between cultivating discipline in your personal health routine and in the markets with Dr. Phil Pearlman.Learn more about Phil’s professional background and what he’s up to now.Why did Dr. Pearlman have to help himself before he was able to help others?When did Dr. Pearlman’s idea of “fitness alpha” take shape for him? Was there a personal tipping point?What does “fitness alpha” look like for Dr. Pearlman on a day-to-day basis?When it comes to activity and physical fitness, what are some...2025-07-2950 minInvest Well, Be WellDr. Daniel Crosby - The Soul of Wealth: Money with MeaningIn this episode, we take a closer look at Dr. Daniel Crosby’s new book, The Soul of Wealth and some of its Behavioral Finance applications. In particular, we look at some of the most common behavioral mistakes investors make and what accounts for their persistence.Tune in to hear:What brought Dr. Daniel Crosby from practicing Clinical Psychology to Behavioral Finance?What does the phrase “Soul of Wealth” mean to Dr. Crosby personally?How do Psychology, Finance and Philosophy all come together in Dr. Crosby’s new book, The Soul of Wealth?How would Dr. Crosby d...2025-07-2447 minInvest Well, Be WellInvest Well, Be Well TrailerA podcast for wiser investing and stronger living.
Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well will explore the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life.
Stay tuned for our pilot episode next week with Dr. Daniel Crosby, Chief Behavioral Of...2025-07-1603 min
Orion's The Weighing MachineRusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing MachineKey Takeaways[03:45] - What are some of Rusty’s and Robyn’s all time favorite walk-up songs from The Weighing Machine?[06:03] - What led Rusty to start The Weighing Machine and what did he want to create with it?[09:27] - How did Robyn and Rusty come to be co-hosts of The Weighing Machine originally?[10:12] - What were three of their favorite podcast episodes from the past year?[16:11] - What is Robyn’s favorite investment idea currently?[16:56] - What is Rusty’s favorite investment idea currently?[18:26] - How does Robyn maintain her energy, both physically and mentally, to perform at a high...2025-01-0741 minOrion's The Weighing MachineMike Singleton of Invictus Research - The Things That Matter and the Things That Don’tToday, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the opportunity to work for several years with Broad Run Investment Management, where he spent most of his time conducting deep, fundamental diligence on the highest quality companies he could find. Since then, most of his time has been spent researching the economy at-large and its relationship with the liquid asset markets. He believes that there is a massive hole in the rese...2024-07-3038 minOrion's The Weighing MachineJames 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?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...2024-07-2336 minOrion's The Weighing MachineTyson Walker of Orion OCIO - The Ins and Outs of Portfolio AuditsToday 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 pla...2024-07-1635 minOrion's The Weighing MachineKevin Carter of EMQQ Global - The Compelling Case for Emerging MarketsToday Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis...2024-07-0249 minOrion's The Weighing MachineBill Wostoupal of Orion - Custom Indexing and the Future of Wealth ManagementThis week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base.Key Takeaways[04:26] - Bill has been in the Northstar family of companies since 1994. Learn more about how his career has evolved and why he has wanted to stick with this company for 30 years?[06:43] - What does Bill’s title mean exactly, and what does his position lo...2024-06-1834 minOrion's The Weighing MachineAlex Fink - Leadership Advice from a US Army GeneralToday Rusty & Robyn are joined by Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. General Fink last served as the Army’s Chief Marketing Officer and is credited with reinventing the classic “Be All You Can Be” campaign. General Fink served for over 33 years in a variety of domestic and overseas operational and strategic leadership positions. General Fink also serves on USO’s Midwest Region Advisory Board and as an Executive Board Member for the Boy Scout’s of America’s Pathway to Adventure Council.[04:27] - General Fink’s professional background and...2024-05-2850 min
Money Life with Chuck JaffeOrion's Vanneman: This is the market you diversify forRusty Vanneman, chief investment strategist at Orion Wealth Management, says that while the economy has been stronger than investors expected entering the year — and isn't likely to have a sudden reversal — investors need to heed the warning signs and balance optimism with caution, remaining properly diversified. He notes that some international markets are particularly well-positioned right now in terms of valuations compared to domestic equities, particularly in hot industries like artificial intelligence, where the bargains are more with global stocks. Vanneman also likes real assets and discusses the importance of adding alternatives to generate both returns and stability. Todd Rose...2024-05-231h 01Orion's The Weighing MachineHarry Hartford of Causeway Capital Management - Value Investing and the Case for International MarketsToday Rusty & Robyn are joined by Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. Mr. Hartford is the president at Causeway, fundamental portfolio manager, and head of fundamental research. Mr. Hartford co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to June 2001, Mr. Hartford was a managing director for the Hotchkis & Wiley division of Merrill Lynch Investment Managers (HW-MLIM) and co-head of the firm’s HW-MLIM international and global value team. From 1994 to 1996, Mr. Hartford was a portfolio manager for Hotchkis and Wiley. From 1984 to 1994, Mr. Hartford was with Th...2024-05-1440 minOrion's The Weighing MachineMichael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?Today Rusty & Robyn are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.During his more than...2024-05-0738 minOrion's The Weighing MachineBrian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio ManagementToday Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively.Key Takeaways[03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions.[09:05] - Who have provided some of their key philosophical insights over the years and how have those influences impacted their style of investing?[12:10] - What is the elevator pitch for what the Destination Strategies at Brinker Capital are and what they are trying to accomplish?[12:55] - How do the above strategies differ from...2024-04-3051 minOrion's The Weighing MachineRicky Schneider of Fort Washington Investment Advisors - Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About ThemToday Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washington, he was with Mesirow Financial in Chicago where he was a Managing Director responsible for trading CMBS and other structured products. He also has previous experience at Loop Capital Markets, Lehman Brothers Asset Management, and Lincoln Capital Management.Key Takeaways[02:42] - Ricky’s professional background and what led him to...2024-04-2332 minOrion's The Weighing MachineMatt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the MarketToday Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale.Matt believes entrepreneurship is the major driver of economic and social change. He has spent the better part of two decades working with Endeavor, the world’s leading organization for high impact entrepreneurs. During his tenure, he had the op...2024-04-1633 minOrion's The Weighing MachineJason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024Today Rusty & Robyn are joined by Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein. Jason works extensively with the firm’s portfolio management, credit research and trading team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at BlackRock as a separately managed account analyst. He holds a BA in finance and international business from Muhlenberg College. Key Takeaways[03:15] - Jason’s professional background, what initially drew him to this industry and his current role at AllianceBernstein.[04:30] - What really sets AllianceBernstein apart from...2024-04-0938 minOrion's The Weighing MachineJosh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?This week, Rusty is joined by Josh Flade from Orion to discuss diversifying asset classes. Joshua is the Deputy Chief Investment Officer of Orion OCIO where he chairs the investment committee and oversees the firm’s four investment verticals: Public Equities, Fixed Income, ETF/Mutual Fund Models, and Private Investments. Previously, Joshua specialized in Fixed Income with 12+ years of experience and co-managed TownSquare Capital’s Fixed Income strategies as well as served as the vice-chair of the firm’s Investment Committee. Prior to TownSquare Capital, Joshua was a Senior Analyst/Associate PM within the Fixed Income Team at Ensign Peak A...2024-03-2637 minOrion's The Weighing MachineFrank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About itThis week, Rusty and Robyn are joined by Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions to discuss Direct Indexing. Frank is an experienced investment professional known for his expertise in portfolio management and a history of contributing positively to performance outcomes.. He believes that a rigorously designed, flexible and robust investment process can add value by exploiting market opportunities. Thomas LaBarbera is a Quantitative Portfolio Manager at Orion who manages 23 SMA strategies within Beta, Factor and Thematic Portfolios for qualified and non qualified assets. In addition, he works alongside marketing and sales to enhance distribution channels and...2024-03-1932 minOrion's The Weighing MachineLifeX: A New Product Line That Could Change the Way Investors Think About Retirement with Nate Conrad of Stone Ridge Asset ManagementToday, Rusty and Robyn are joined by Nate Conrad, Head of LifeX at Stone Ridge. Nate formerly served as the Head of Markets at Stone Ridge and as the President of NYDIG. Prior to joining Stone Ridge in 2016, Nate worked at Goldman Sachs as a vice president in the Interest Rates Trading business. Nate received his BSE in Computer Information Science from the University of Pennsylvania.Key Takeaways[02:53] - Nate’s professional background and career highlights.[04:18] - What differentiates Stone Ridge Asset Management as a firm?[06:38] - How does LifeX work and how might it be a...2024-03-0547 minOrion's The Weighing MachineRon Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due DiligenceIn this episode, Rusty Vanneman and Robyn Murray are joined by Ron Ahluwalia, Mili Rosen and Will Girton from Brinker Capital’s award winning due diligence team. Ron Ahluwalia is a Vice President, Senior Portfolio Manager at Brinker Capital, an Orion Company. In this role, he is responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high net worth clients and institutions. Ron has over 18 years of industry experience. Mili Rosen works on the Investment Due Diligence team as a Senior Investment Analyst covering a variety of managers on the firm's OPS/Brinker Capital pl...2024-02-2054 minOrion's The Weighing MachineRon Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical TrendsOn the podcast today, Rusty Vanneman and Robyn Murray are joined by Ron Temple. Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firm wide basis and works closely with Lazard’s Geopolitical Advisory group to assess economic and market implications of key geopolitical issues globally. Ron also advises clients of Lazard’s Asset Management businesses regarding macroeconomic and market considerations that are important to achieving their objectives.Ron has an MPP from Harvard University and graduate...2024-02-0651 minOrion's The Weighing MachineJeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023As we move into the New Year, we take a closer look at the market’s historic year, offer a preview on the year to come, look at bond predictions, global investing and much more. Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading investment advisory firm. He has been quoted in Forbes, The...2024-01-1634 minOrion's The Weighing MachineCaleb Brown of New Planner Recruiting - How to Find the Best Talent for Your FirmAs we move into the New Year, and firms are in the process of creating formal growth plans and budgets, we take a closer look at what it takes to find and keep new talent. In this episode, Rusty and Robyn are joined by hiring expert Caleb Brown, Co-Founder and CEO at New Planner Recruiting in Athens, GA. Caleb weighs in on strategies for financial advisory firms looking to recruit top talent and strategies for talent to find the best firms.Key Takeaways[03:05] - Caleb’s diverse professional background and his role at New Planner.[05:39] - A ma...2024-01-0940 min
Weighing The RisksMichael Taylor of Simplify Health Care ETF -National Healthcare: Prepare for the Future by Stress-Testing Different ScenariosThe healthcare industry is in a renaissance of innovation, marked by groundbreaking treatments, drug development, and advances in medical technology revolutionizing patient care. While challenges like cost, political headwinds, and workforce constraints persist, the overall trajectory remains positive and presents many opportunities for investors.In this episode, Rusty and co-host Nick Codola, Senior Portfolio Manager at Brinker Capital Investments, are joined by Michael Taylor, Portfolio Manager at Simplify Health Care ETF (PINK). For the past two decades, Michael managed hedged and factor-neutral portfolios with a gross amount of over $ 1 billion at funds. He is regarded to have...2023-12-2557 minOrion's The Weighing MachineAndy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate MarketsCurrent economic conditions, marked by fluctuating interest rates and potential recessions, have sparked many investors to re-evaluate their investment strategies. By diligently monitoring trends and strategically adjusting asset allocations, investors can position themselves to not only weather the challenges but also capitalize on opportunities that arise from the ups and downs of the interest rate market.In this episode, Rusty and Robyn talk with Andy Smock, Chief Investment Officer and Managing Principal at Merganser Capital Management. Andy joined Merganser in 2003. Earlier in his career, he focused on researching and trading both residential and commercial mortgage-backed securities. In...2023-12-0527 minWeighing The RisksDonald Rissmiller of Strategas - Immigration: Prepare for the Future by Stress-Testing Different ScenariosPeople moving across international borders has long been a defining characteristic of human society, shaping cultures, economies, and societies in multifaceted ways. As economic growth is closely connected to immigration, highlighting the potential benefits of a dynamic workforce, discussions on immigration and its impact on the economy and financial markets provide valuable insights for investors and financial advisors.In this episode, Rusty talks with Donald Rissmiller, Chief Economist at Strategas. Don has directed the firm's economic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting. Don is frequently quoted in the financial...2023-10-1634 minOrion's The Weighing MachineVern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth PortfoliosHigh-net-worth individuals often have many objectives, ranging from wealth preservation and growth to estate planning and philanthropy. Each objective has its own intricacies, requiring careful consideration and customization to meet each client's unique needs. In this episode, Rusty and Robyn talk with Vern Montross, Western Division Managing Director at City National Rochdale. In his role, Vern is responsible for cultivating and developing relationships with financial professionals, including financial advisors, CPAs and attorneys, and their high-net-worth clients in Texas. He works in concert with these professional advisors and City National Rochdale portfolio managers to develop long-term, risk-managed investment s...2023-10-0341 minWeighing The RisksMarc Pfeffer of M2M Capital - Vulnerable Residential Real Estate Prices: Prepare for the Future by Stress-Testing Different ScenariosThe real estate market assumes a pivotal role in the economic landscape, affecting not only the financial well-being of homeowners but also the stability and growth of the entire financial system. However, the industry has experienced significant shifts in recent years, revealing vulnerabilities that could have far-reaching effects on the broader economy.In this episode, Rusty talks with Marc Pfeffer, Director at the Imperial Fund and Co-Founder of M2M Capital. Marc has more than 35 years of experience in the investment management industry. Before co-founding M2M Capital, Marc was the managing director of S64, focusing on...2023-09-2545 minOrion's The Weighing MachineChris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)The rise of insourced chief investment officers (ICIOs) poses a direct challenge to old-guard legacy providers. Equipped with contemporary insights, data-driven decision-making, and quantitative investment management solutions, ICIOs are transforming investment strategies and setting new heights in the area of financial growth and security.In this episode, Rusty and Robyn talk with Chris Shuba, Founder and CEO of Helios Quantitative Research. After spending time at Ameriprise Financial and as a senior quant analyst at Columbia Threadneedle, Chris focused on developing mathematical models that could help financial advisors mitigate the market's volatility. These models were met with interest...2023-09-0541 minWeighing The RisksJake Hanley of Teucrium - Rising Energy Prices: Prepare for the Future by Stress-Testing Different ScenariosEnergy, often dubbed as the lifeblood of industries, holds the power to shape economies. However, the surge in energy prices has the potential to cast a shadow over the stock and bond markets, sending ripples through the intricate web of financial systems.In this episode, Rusty talks with Jake Hanley, Managing Director and Senior Portfolio Specialist at Teucrium. Jake has an intimate understanding of investment strategies made available through Teucrium's funds. He is partly responsible for certain fund-related daily operating procedures and acts as an alternate for specific dual control functions.Rusty and Jake weigh...2023-08-2831 minMoney Life with Chuck JaffeOrion's Vanneman: Storm clouds still hang over the resilient economyRusty Vanneman, chief investment officer at Orion, says that while the economy has done better than experts forecasts and predictions of a soft- or no-landing scenario are well-reasoned, the leading indicators -- which take a long time to impact the economy -- show that storm clouds remain in place, at least enough so that investors should be cautious. He talks about diversifying into this market to account for those risks. Also on the show, Bryan Armour of Morningstar discusses the firm's latest U.S. fund fees study, which shows that Americans are saving billions by continuing to adhere to c...2023-08-221h 00Orion's The Weighing MachineBruce Bond of Innovator ETFs - Defined Outcome ETFsThe marketplace is no stranger to speculation and unpredictability, with investors often left to navigate the highs and lows of the financial rollercoaster. As more investors seek to balance risk and reward, defined outcome ETFs present an enticing solution that marries the quest for growth with the imperative for protection. In this episode, Rusty and Robyn talk with Bruce Bond, Co-Founder and CEO of Innovator ETFs. He also co-founded PowerShares Capital Management in 2003. In addition to being recognized for best-in-class products, Bruce has been named the ETF industry's most influential person on multiple occasions and has been q...2023-07-2537 minWeighing The RisksDan Russo of Potomac - AI Bubble Burst? Prepare for the Future by Stress-Testing Different ScenariosAI has become a buzzword that dominates the headlines, sparks conversations, and captures the imagination of both industry experts and the general public. However, amidst the seemingly widespread mentions of AI, questions arise regarding the existence of a potential bubble burst in AI stocks. As the debate intensifies, weighing the possible risk and scenarios surrounding the AI hype becomes crucial. In this episode, Rusty talks with Dan Russo, Portfolio Manager at Potomac Fund Management. Dan has been in the securities industry for 23 years. His experience includes a wide range of institutional investors, working with them to perform f...2023-06-2636 minOrion's The Weighing MachineAlex Oxenham of Hilton Capital Management - Tactical Income StrategiesIn pursuing financial success, investors seek strategies that offer attractive returns and prudent risk management. As strategic decision-making is key to optimizing returns and weathering market volatility, tactical income strategies have emerged as a promising solution. By analyzing macroeconomic factors, assessing market trends, and identifying the most attractive income-generating opportunities, portfolio managers can make informed decisions about asset allocation, selecting the most promising income-generating securities while avoiding those with the highest risk.In this episode, Rusty and Robyn talk with Alex Oxenham, Portfolio Manager and Co-CIO at Hilton Capital Management. Alex joined Hilton Capital in 2011 from HSBC...2023-06-0631 minWeighing The RisksKevin Preloger of Janus Henderson - 2023 Banking Crisis: Prepare for the Future by Stress-Testing Different ScenariosThe banking sector has long been considered a cornerstone of economic stability. However, the 2023 banking crisis cast a dark shadow over financial markets. This raised concerns about bank stability, stock markets, and the economy's overall health. As analysts and investors brace themselves for potential impacts, various scenarios are explored, ranging from cautious optimism to gloomy apprehension.In this episode, Rusty talks with Kevin Preloger, Portfolio Manager at Janus Henderson Investors. In his role, Kevin co-manages the U.S. Mid Cap Value and U.S. SMID Cap Value strategies. Kevin joined the firm in 2002 as a financial services...2023-05-2236 minOrion's The Weighing MachinePhil Voelker of AAMA - Understanding the State of the Economy and MarketsThe current state of the market and economy is a topic of great concern for many people. With inflation still on the rise, interest rates increasing, recession risk looming, and banking crises, it is understandable that individuals and businesses alike are left uncertain about their future.In this episode, Rusty and Robyn talk with Phil Voelker, Chief Investment Officer at Advanced Asset Management Advisors (AAMA). In his role, Phil directs and manages AAMA's investment policy strategy. Throughout his career, Phil has pursued and secured a broad spectrum of objectives, from short-term cash management to aggressive growth of...2023-05-0931 minOrion's The Weighing MachineEric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative InvestmentsThere has been a growing interest in sustainable investing over the last few years as investors seek to invest in companies and initiatives prioritizing environmental, social, and governance factors. Along with this trend, alternative investments have become popular for non-traditional investment opportunities. Meanwhile, ETFs have provided investors with a convenient way to invest in a diversified portfolio of stocks, bonds, and other assets. But what potential lies in the intersection of sustainable investing, alternative investments, and ETFs?In this episode, Rusty talks with Eric Mueller, Managing Director, Model Portfolio Strategist at BlackRock. For over 15 years at BlackRock...2023-04-1127 min
Standard Deviations with Dr. Daniel CrosbyRusty Vanneman (Live at Ascent in Orlando, FL)Tune in to hear:- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions?- For someone who is in a position to make material decisions about others’ money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior?- What steps does Orion, as an institution take, to try to avoid falling prey to behavioral missteps?- How do you make the distinction between being flighty about your i...2023-04-0634 minOrion's The Weighing MachineStanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal BondsAs we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns?In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting...2023-01-3134 minOrion's The Weighing MachineKim Arthur of Main Management - The Economic Outlook for 2023It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage?In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Ba...2023-01-1032 minWeighing The RisksGrant Engelbart of Brinker Capital - Corporate Earnings Weakness: Prepare for the Future by Stress-Testing Different ScenariosInvestors are always looking for clues about where the stock market is headed, and corporate earnings are one of the most significant indicators of stock market performance. While 2023 is shaping to be an exciting year for the economy and the market, it is important to consider the potential risks and scenarios that could impact corporate earnings growth.In this episode, Rusty talks with Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investment. Grant manages aggressive mutual funds and several ETF and mutual fund separate account strategies in his role. He also leads the alternative broad asset class...2022-12-2636 minMoney Life with Chuck JaffeOrion's Vanneman: Look to small caps, foreign stocks and value in '23Rusty Vanneman, chief investment strategist at Orion Portfolio Solutions, says that persistent inflation -- for longer than most observers are expecting -- is going to keep the Federal Reserve hawkish for longer, which investors will have to adjust to by diversifying away from the mega-cap stocks that have been a particular drag on portfolios this year. He suggests that investors look to small-cap stocks, non-US issues plus real assets and value investments to smooth out the ride in the year ahead. In The NAVigator segment, John Cole Scott of Closed-End Fund Advisors and the Active Investment Company Alliance looks ba...2022-12-2359 minOrion's The Weighing MachinePaul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better PortfolioIn the current market conditions, investors are looking for more than just average returns. They are looking for protection against downside risk and the ability to generate alpha. While the question of how to best construct a portfolio has no one-size-fits-all answer, certain best practices can help advisors build a better portfolio.In this episode, Rusty and Robyn talk with Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity Institutional Asset Management. Paul and his team at Fidelity focus on helping advisors build a better portfolio.Paul talks with Rusty and Robyn about the...2022-12-1318 minOrion's The Weighing MachineBryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to AdvisorsAdvisors are an important part of the investment ecosystem. They help clients develop investment strategies and provide guidance on allocating assets best. Although every advisor has a unique approach to managing portfolios, they share one goal in common: to manage a portfolio that meets their client's expectations.In this episode, Rusty talks with Bryce Skaff, Co-Head of Global Client Group at Dimensional Fund Advisors. Bryce has been with Dimensional since 1998. He was most recently Dimensional's Head of U.S. Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Before joining Dimensional...2022-12-0645 minWeighing The RisksKim Arthur of Main Management - Geopolitical Turbulence: Prepare for the Future by Stress-Testing Different ScenariosWith the current political climate, it's important to know the risks and scenarios that could play out from different geopolitical topics. From trade disputes to military conflict, there are many ways that geopolitical unrest can impact the economy and the market.In this episode, Rusty talks with Kim Arthur, President and CEO at Main Management. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division. In 2009, he was recognized by Institutional Investor Magazine as a "Rising Star" of Foundations and Endowments. Kim has also been profiled in Index Universe articles and...2022-11-2152 minWeighing The RisksMatthew Bartolini of SPDR Americas Research - Risks and Market Scenarios From the 2022 Midterm ElectionsWelcome to the premiere episode of Weighing The Risk. This podcast was created to help financial advisors and investors reach long-term financial goals. Each month, we examine the top-of-mind economic or market topics, and the probability and possibility of various scenarios that could impact investment portfolios. In this episode, Rusty talks with Matthew Bartolini, Managing Director and Head of SPDR Americas Research. In his role, Matthew is responsible for all product research and analysis of both SPDR ETFs and SSGA Funds. His team develops proprietary research, strategies, and thought leadership for the firm's ETF and mutual fund p...2022-10-1938 minOrion's The Weighing MachineGlenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth StocksRecent months have been nothing short of a rollercoaster ride for the markets. We have seen a lot of ups and downs, and it doesn't seem like the volatility will subside anytime soon. As an advisor, it's important to have a game plan for when the market is going through a rough patch. In this episode, Rusty and Robyn talk with Glenn Dorsey, Senior Vice President and Head of Client Portfolio Management at Clark Capital Management Group. In this role, Glenn directs Clark Capital's Client Portfolio Team and leads the firm's efforts to deliver a highly personalized, c...2022-10-1828 minOrion's The Weighing MachinePaul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for EducationTuition inflation is not a new issue for college. Tuition fees and other related expenses tend to increase every year. As a result, many parents are looking for ways to start saving for their children's education early on. There are several alternatives for saving and paying for education.In this episode, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In his role, Paul oversees 529 and ABLE market data, research, events, and digital products and services for institutional clients, including the 529 Conference. Also, an Editor-in-Chief of the 529 Dash e-newsletter and the 529...2022-10-1130 minOrion's The Weighing MachineMichael Gates of BlackRock - Industry Trends, ETFs, and Model PortfoliosDiversification is vital to any investment portfolio. Exchange-Traded Funds (ETFs) have become one of the most popular vehicles for implementing a multi-asset strategy, as they offer broad diversification, low costs, and flexibility. As the industry trends continue to evolve, how can investors position themselves to capture potential upside in different market environments?In this episode, Rusty and Robyn talk with Michael Gates, Managing Director and Head of Model Portfolio Solutions in the Americas at BlackRock. In his role, Michael leads BlackRock's suite of Target Allocation and Target Income models and mutual funds. Morningstar has awarded the Target...2022-09-1332 minOrion's The Weighing MachineMichael Petro of Putnam Investments - Investing in Small-Cap Value StocksThe stock market is often seen as a place for high-risk, high-reward investments. But for those willing to do their research and take a more patient approach, there can be great rewards in investing in small-cap value stocks. Small-cap investing focuses on companies that have smaller market caps than most stocks. They tend to be more volatile but offer greater potential rewards.In this episode, Rusty talks with Michael Petro, Portfolio Manager at Putnam Investments. Michael has been in the investment industry since 1999 and joined Putnam Investments in 2002. In his role, Michael is responsible for the overall...2022-09-0625 minOrion's The Weighing MachineMaxwell Gold of State Street Global Advisors - A Gold-Based Investment StrategyThere are many different schools of thought when it comes to investment strategies. Some people invest based on stocks, others on cryptocurrency. And then some invest in gold. Gold has been used as a form of currency and investment for centuries, and it’s still a popular choice today. How can investors own gold and include it in their portfolios?In this episode, Rusty and Robyn talk with Maxwell Gold, Head of Gold Strategy at State Street Global Advisors. Before joining SSGA in July 2019, Maxwell served as the Director of Investment Strategy at Aberdeen Standard Investments, heading ma...2022-08-3029 minOrion's The Weighing MachineThomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive ReturnsInvesting is so much more than just numbers and trends. It's about psychology and temperament. While risk management and market volatility both play an important role in investor success, the investor's overall attitude towards investing is just as important. Though financial advisors are highly regarded for their investment recommendations, what are the best ways for investors to remain invested during uncertain economic times?In this episode, Rusty and Robyn are joined by Thomas Forsha, Co-Chief Investment Officer and Portfolio Manager for River Road Asset Management's Dividend All-Cap Value and Focused Absolute Value® Portfolios. Prior to joining River R...2022-08-0936 minOrion's The Weighing MachineMatt Werner of Chilton Capital Management - Investing in REITsReal estate investment trusts (REITs) are one of the most popular investments for income-seeking investors. They can be a valuable addition to any portfolio as they offer high dividend yields and the potential for capital appreciation.In this episode, Rusty and Robyn talk with Matt Werner, Managing Director and Portfolio Manager at Chilton Capital Management. In his role, Matt leads the Chilton REIT Team, performs analysis, conducts property tours, and meets with REIT management teams to assemble a portfolio that seeks to outperform the benchmark. His team is also responsible for managing accounts for institutions, high net-worth...2022-07-2628 minOrion's The Weighing MachineJoshua Emanuel of Wilshire - A Simple Guide To Liquid AlternativesInvestors are increasingly looking for ways to diversify their portfolios and generate alpha. One way to do this is by investing in liquid alternatives. But what exactly are liquid alternatives? How can investors use them to protect themselves from market volatility?In this episode, Rusty and Robyn talk with Joshua Emanuel, Chief Investment Officer at Wilshire. Prior to Wilshire, Joshua also served as CIO for The Elements Financial Group, where he developed and managed various multi-asset investment strategies, portfolio manager of two actively managed exchange-traded funds, and co-developed RiskPro®. In his current role, Joshua is responsible for t...2022-07-0531 min
Model FA PodcastGuiding Clients through Market Downturns with Rusty Vanneman and Dr. Daniel CrosbyRusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of...2022-06-2839 minOrion's The Weighing MachineScott Ladner of Horizon Investments - Goals-Based Financial StrategiesAs the financial landscape changes, so do the goals of investors. Rather than simply trying to achieve the highest return, investors are increasingly focused on achieving specific financial goals. As investors are shifting the way they view their portfolios, how can they construct a portfolio tailored to their unique circumstances and goals?In this episode, Rusty and Robyn talk with Scott Ladner, CEO and Chair of the Investment Committee at Horizon Investments. In these capacities, he oversees all aspects of the firm's Investment Management division. He also provides macro analysis and interpretation of global derivatives, credit, foreign...2022-06-2837 minOrion's The Weighing MachineHerb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total ReturnAs investors continue to search for opportunities that align with their personal beliefs and goals, ESG considerations are playing an increasingly important role in the evaluation of potential investments. As such, ETFs that focus on ESG strategies are growing in popularity. In this episode, Rusty talks with Herb Morgan, Sr. Managing Director and Chief Investment Officer at Efficient Market Advisors (EMA). Prior to founding EMA in 2004, Herb was Senior VP of Advisory at Linsco/Private Ledger Financial Services, Inc. now known as LPL Financial. Today, Herb is one of the financial industry’s recognized experts in the are...2022-06-2141 min
Fill The Gap: The Official Podcast of the CMT AssociationEpisode 18: Rusty Vanneman, CMT, CFAThirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month for a chat amongst old friends.Classmates at Babson and former colleagues at both Thomson Financial and Fidelity Investments, Dave and Rusty can practically end each other’s sentences, so this month’s discussion and debate takes us in many directions, including:Why do investors of high-performing portfolio managers fail to achieve the same returns as the fund?Why is communication of the strategy so critically important, and how can it be done bett...2022-06-1057 minOrion's The Weighing MachineDavid Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial ServicesIt is no secret that content is king when it comes to marketing. Advisors looking for ways to reach and engage clients should consider starting a podcast. Podcasting is an intimate medium, providing advisors with the opportunity to connect with existing clients and build relationships with prospective clients. Podcasting is also a great way for advisors to position themselves as thought leaders in the industry.In this episode, Rusty and Robyn talk with David Ledgerwood, B2B Podcast Strategist and Revenue Lead at Turncast, a podcast production company for fintech and financial services. Prior to joining Turncast...2022-06-0737 minOrion's The Weighing MachineMichael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"Inflation is an enduring economic challenge that has persisted throughout human history. Despite the many efforts of economists and governments to control it, inflation remains a problem. What can advisors do to prepare and protect their investment portfolios?In today’s episode, Rusty and Robyn talk with Michael Ashton, a.k.a. "The Inflation Guy", Managing Principal at Enduring Investments. Michael is recognized as one of the pioneers in U.S. inflation market innovation. Prior to founding Enduring Investments, he worked in research, sales and trading for several large investment banks including Bankers Trust, Barclays Capital, and JP...2022-05-0350 minOrion's The Weighing MachineYoav Sharon of Driehaus Capital Management - Event-Driven Investing StrategiesWhen it comes to investing, there are many strategies that can be employed to achieve success. One of these is event-driven investing. At its core, this type of investing focuses on capitalizing on idiosyncratic corporate events and taking advantage of catalysts that can move stock prices. In today’s episode, Rusty and Robyn talk with Yoav Sharon, Portfolio Manager at Driehaus Capital Management. Yoav has been in the investment management industry for more than 16 years. Prior to joining Driehaus Capital Management in 2012, he was a senior analyst and trader at Peak6 Investments. In his current role, Yoav is...2022-04-2634 minOrion's The Weighing MachineCourtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment StrategyLobbying is a necessary part of the political process and a powerful tool for organizations and businesses alike. If done correctly, it can be an important investment strategy as well.In today’s episode, Rusty and Robyn talk with Courtney Rosenberger, Managing Director of Policy Research at Strategas Securities, a registered investment advisor specializing in macro thematic investing.In her role, Courtney directs Strategas’ policy research efforts. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely...2022-04-1232 minOrion's The Weighing MachineJustin Christofel of BlackRock - How to Build Global Multi-Asset Income PortfoliosIn this episode, Rusty and Robyn talk with Justin Christofel, Portfolio Manager at BlackRock. For more than a decade, Justin has been overseeing and managing income-oriented multi-asset portfolios. His focus is to generate a consistent level of cash flow for clients, particularly for those who are living through retirement.Justin talks with Rusty and Robyn about active management strategies, the challenge of measuring volatility for the investing population, and the need for a disciplined and methodical investing approach during highly inflationary periods.Key Takeaways
[01:19] - COVID, tech stocks, and t...2022-03-0134 minOrion's The Weighing MachineEric Clarke of Orion - Leveraging Tech for Better Investor OutcomesIn this episode, Rusty talks with Eric Clarke, CEO of Orion Advisor Services. Eric is a high-profile industry speaker and advocate, and has won numerous industry awards. As Orion’s CEO, he’s focused on creating a suite of technology that can fully transform every client-advisor journey for the better.Eric talks with Rusty about how tech integrations can help build meaningful and seamless client-investor connections, and what the coming months and years look like for Orion and the industry.Key Takeaways
[03:46] - Fintech in 2022, according to Eric Clarke.
[05:23] - Exploring new...2022-02-0130 minOrion's The Weighing MachineKim Arthur of Main Management - Thematic Investing and 2022 Investing StrategiesThe start of the year is always interesting for investors and advisors. In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC.Kim has been in the finance sector for 35 years. At Main Management, he’s laser-focused on delivering beta plus strategies to clients. According to Kim, investors should keep more of their returns by having control over costs and taxes.Kim talks with Rusty and Robyn about thematic investing, active strategies, and insightful investment predictions for 2022.Key Takeaways
[01:03] - Tougher Federal Re...2022-01-1823 minOrion's The Weighing MachineBrian Dobbis of Lord Abbett - Smart Ways to Save for RetirementWhen it comes to retirement, the difficult part is figuring out what retirement plan will work best for you. Many people are afraid to invest their money because they don't know how or where to start. Fortunately, there are lots of options.In today’s episode, Rusty and Robyn talk with Brian Dobbis, Director of Retirement Solutions at Lord Abbett. Having spent 19 years of his professional career carrying out various roles under the retirement umbrella, Brian has lived and breathed retirement. Being well versed in the industry, he provides clients with smart retirement savings plans tail...2022-01-1123 minOrion's The Weighing MachineBrian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your PortfolioThe economy is changing. Markets are shifting. As you make decisions about retirement or other long-term goals, it's important to think about the types of investments that will be appropriate for those goals. How does focusing on conventional investment strategies limit your potential to succeed?In today’s episode, Rusty and Robyn talk with Brian Selmo, Partner and Portfolio Manager at First Pacific Advisors (FPA).Prior to joining FPA, Brian was the founder and managing member of Eagle Lake Capital as well as an analyst at Third Avenue Management and Rothschild, Inc. With his extensive ex...2021-12-1434 minOrion's The Weighing MachineFrank Nickel of Brinker Capital - Decoding the Hype Behind Direct IndexingIn today’s episode, Rusty and Robyn talk with Frank Nickel, Head of Quantitative Strategies and Investments at Brinker Capital.Frank oversees the setup of the investment process that drives direct investing strategies and risk mitigation across various platforms at Brinker. Prior, Frank spent 27 years in various roles at Morgan Stanley—from asset allocation strategist to director of investment strategy to portfolio manager. Frank talks with Rusty and Robyn about the ins and outs of direct investing, the concept of “searching for alpha”, and the impact of direct investing on the future of investing (especially with ETFs...2021-11-1622 minOrion's The Weighing MachineSimeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFsIn today’s episode, Rusty and Robyn talk with Simeon Hyman, Global Investment Strategist at ProShares.From the initial idea of an ETF to product development to the roll-out, Simeon creates—and even customizes—a smooth product strategy to ensure every client and prospect understands the ETF's scope. Prior to creating successful ETFs with ProShares, Simeon held investment leadership roles at Bloomberg Wealth and UBS.Simeon talks with Rusty and Robyn about all things Bitcoin Futures ETF, and the rationale behind its advantage over Bitcoin or other altcoins."Bitcoin’s a volatile thing. Nobody ca...2021-11-0921 minOrion's The Weighing MachineMike Van Wyk of Capital Group - Pathways to Business GrowthIn today’s episode, Rusty and Robyn talk with Mike Van Wyk, Vice President of Research and Insights for Capital Group.Mike has studied human behavior throughout his two-decade career to better understand what truly drives consumer behavior and business growth. Whether it be packaged goods or financial services, Mike brings game-changing insights to the table. His research helps others skyrocket the growth of their business or their professional career.Mike talks with Rusty and Robyn about the difference between a “sage” and “caregiver” advisor and the three success factors of existing high-growth firms."Every f...2021-11-0222 minOrion's The Weighing MachineThe Essentials of 529 Plans and Investing in College with Mike DunlopIn today’s episode, Rusty and Robyn talk with Mike Dunlop, CEO of Intuition College Savings Solutions, LLC. Before his 25-year stint in the financial services industry, Mike served in the Royal Navy for 12 years. Out of the Navy, he took several roles in the financial services industry including financial advising and portfolio managing. Mike’s current organization is at the leading edge of the prepaid and college savings industry and he continues to push education and training initiatives as CEO. Mike talks with Rusty and Robyn about the specifics of 529 plans, the student debt crisis...2021-10-1932 minOrion's The Weighing MachineCarl Kaufman of Osterwise Management - Rising Inflation and Changing MarketsIn today’s episode, Rusty and Robyn talk with Carl Kaufman, Co-CEO, Co-President, and Managing Director of Fixed Income at Osterwise Management in San Francisco.Before it was the norm, Carl was designing flexible fixed income strategies for his firm’s clients. His decades of industry experience built the trust necessary to switch to the brokerage industry and start work on some game-changing advancements.Carl talks with Rusty and Robyn about the difference between investment-grade and high-yield bonds, the post-pandemic state of the US market, and inflation projections. "Try to keep...2021-10-1231 minOrion's The Weighing MachineJeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about InflationIn today’s episode, we’re sharing Rusty’s recent live interview with Jeremy Siegel from Orion’s Ascent conference. Jeremy Siegel is a professor of finance at the Wharton School of Business and a Senior Investment Strategy Advisor at WisdomTree Asset Management.Jeremy’s opinion on the economy and the financial markets has long been trusted and sought after by Wall Street firms because of his decisive and evidence-based approach. His view on inflation is notable and provides valuable insight into the markets from someone who’s been in the industry for a long time. Jeremy talk...2021-10-0524 minOrion's The Weighing MachineGlenn Dorsey of Clark Capital - The Importance of Client Portfolio ManagementIn today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group.By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital’s client advisor service on an explosive growth trajectory.Glenn talks with Rusty and Robyn about the impact of COVID resurgence and t...2021-09-2137 minOrion's The Weighing MachineManish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative InvestingIn today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc.Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise in quantitative trading systems.Manish talks with Rusty and Robyn about conquering risks through tactical investing, the need for creative multimedia in finance, and insights on the future of the in...2021-09-0722 minOrion's The Weighing MachineAaron Scully of Janus Henderson Investors - The Promise of Sustainable InvestingIn today’s episode, Rusty talks with Aaron Scully, Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors.Aaron has been with Janus Henderson Investors for more than two decades. Since the beginning, he has helped with implementing the best investment strategies to move sustainability forward. When not at his desk, Aaron enjoys climbing Colorado's 14ers. As a person who grew up in the Midwest, he remembers falling in love with Colorado's scenic environment. The great career development opportunities it offered were just a bonus.Aaron and Rusty discuss the impact of su...2021-08-3128 minOrion's The Weighing MachineVance Howard of Howard Capital Management - Quantifying Risk and Tactical InvestingIn today’s episode, Rusty and Robyn talk to Vance Howard, CEO and Portfolio Manager of Howard Capital Management.Vance's professional money management career started in 1992 when he founded Chartered Financial Services, Inc. Before founding Howard Capital Management, Vance was also elected four times to Huntsville, Texas City Council and twice as mayor pro tem. His expertise lies in the implementation of various trading systems.Vance talks with Rusty and Robyn about the difference between tactical investing and defensive investing, using trend indicators to quantify risk, and the overall benefits of the mathematical quantitative approach.2021-08-2422 minOrion's The Weighing MachineHarin de Silva of Wells Fargo Asset Management - The Role of Big Data in Quantitative InvestingIn today’s episode, Rusty and Robyn talk with Harin de Silva, Portfolio Manager for the Analytics Investors Group at Wells Fargo Asset Management.Harin's focus as a portfolio manager is on equities and factor-based asset allocation strategies. He is also regarded as one of the top quantitative managers in the US and has received the prestigious Graham and Dodd Award of Excellence for his research. Before joining Wells Fargo, Harin also provided economic research services to investors through the Analysis Group, Inc.Harin talks with Rusty and Robyn about factor-based investing, long/short funds, pe...2021-08-1734 minOrion's The Weighing MachineScott Helfstein of ProShares - How to Leverage and Position Thematic FundsIn today’s episode, Rusty and Robyn talk to Scott Helfstein, Executive Director of Thematic Investing at ProShares.Scott's military background and investing expertise paved the way for understanding the complexity of decision-making and resource allocation for individuals, especially in times of uncertainty. Recently, his focus has been on helping people build thematic portfolios that can boost long-term returns. Together with Proshares, Scott brings cutting-edge innovation to the ETF space.Scott talks with Rusty and Robyn about the benefits of thematic investing, the positioning of thematic funds in portfolios, and the four themes to look ou...2021-07-2732 minOrion's The Weighing MachineSal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative DiversificationIn today’s episode, Rusty and Robyn talk to Sal Gilbertie, President and Chief Investment Officer at Teucrium Trading, LLC.Sal’s first experience in trading and brokering was at Cargill in the early 80’s. After getting some reps in, he realized that trading securities stocks wasn’t a long-term venture for him. He moved on from there to an ethanol futures desk, which traded about 30 different commodities. Building on his experience, Sal created ETFs on agricultural products, and consequently, launched his own firm. Sal talks with Rusty and Robyn about agriculture-focused portfolio diversification, the challenge...2021-07-2033 minOrion's The Weighing MachineKen Sleeper of Sierra Investment Management - Tactical Investing and Rejecting Popular OpinionIn today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management.Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices. Ken talks with Rusty and Robyn about the secret behind Sierra’s decades of success, tactical rules-based investing, and the current market outlook on income, equity, and cryptocurrencies."There are almost too many points of view—what we need to h...2021-07-1331 minOrion's The Weighing MachineDave Lundgren of the Fill the Gap Podcast - Mastering Your Investment StyleIn today's episode, Rusty and Robyn talk with Dave Lundgren, a 30-year investment veteran who is now the co-host of the Fill The Gap podcast.Dave is an expert in technical analysis strategies. He’s especially adept at watching trends and momentum swings in stock valuation. Currently, Dave serves on the CMT Association’s board of directors and is a private investor. Dave talks with Rusty and Robyn about the wonders of technical analysis, the difference between following trends and the following momentum, the role of sentiment in stock valuation, and how to master your inves...2021-07-0656 minOrion's The Weighing MachineJake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment PortfoliosIn today’s episode, Rusty and Robyn talk with Jake Gilliam, Head of Multi Asset Solutions at Charles Schwab & Co. Inc.Jake is a 20-year veteran at Charles Schwab, who has taken on a lot of different positions in his tenure, eventually landing in the multi-asset solutions group. The investment bug bit him early on as an intern with Schwab, and he never looked back. Jake talks with Rusty and Robyn about fundamental weighting, what it means to be strategic and tactical, and how human-to-financial capital shifts over time and what that means for risk tol...2021-06-2921 minOrion's The Weighing MachineChristopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for AdvisorsIn today’s episode, Rusty and Robyn talk to Christopher King, Founder and CEO of Eaglebrook Advisors.Christopher King is a seasoned financial advisor who’s based in Jersey City, New Jersey. Together with his team at Eaglebrook Advisors, they provide digital asset-focused investment management solutions to wealth managers, RIAs, private banks, and institutions. Chris talks with Rusty and Robyn about the role of bitcoin as an emerging store value, why advisors need to educate themselves around crypto, and some brilliant strategies on why to use crypto as a portfolio diversifier.“We’re seeing fr...2021-06-2237 minOrion's The Weighing MachineRyan Issakainen of First Trust Portfolios - Inflation Concerns and a Deep-Dive on ETFsIn today’s episode, Rusty and Robyn talk with Ryan Issakainen, ETF strategist and SVP at First Trust Portfolios. When Ryan graduated college, he spent nine weeks traveling Europe and hopped from temp job to temp job before landing at First Trust Portfolios. He realized pretty quickly that First Trust was a place he could happily grow into professionally. 22 years later, he’s certainly done so.Investors succeed as a result of the advice and conviction presented by investment professionals. So for Ryan and First Trust, the best way to help investors is to help the a...2021-06-1531 minOrion's The Weighing MachineAmy Magnotta of Brinker Capital - The Future of Portfolios, and Women in FinanceIn today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments. Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy manages active and diversified portfolios, constantly focusing on helping advisors and clients achieve their financial goals through investments.Amy talks with Rusty and Robyn about key qualities of top investm...2021-06-0820 minOrion's The Weighing MachineJay Jacobs and Tom Driscoll of Global X ETFs - Thematic ETFs and Income-Based InvestingIn today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales. Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doing so, his team works to strategize the implementation of advances in technology and integrate new products into clients’ overall portfolios. Tom is responsible for bringing thematic and income-based strategies straight to the marketplace. Jay...2021-05-3126 minOrion's The Weighing MachineScott Ladner of Horizon Investments - Income Investing and Risk ManagementIn today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina. After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before starting his own arbitrage hedge fund that eventually folded into Horizon Investments. Scott talks with Rusty and Robyn about the tailwinds that are pushing the markets forward, the state of cryptocurrency, and what it means to be a truly tact...2021-05-2140 min
ETF Expert Corner Archives | ETF Prime PodcastOrion’s Rusty Vanneman Goes In-Depth on Direct IndexingRusty Vanneman, Chief Investment Strategist at Orion Advisor Solutions, goes in-depth on the pros and cons of direct indexing.
2021-03-1723 minETF PrimeOrion’s Rusty Vanneman Goes In-Depth on Direct IndexingRusty Vanneman, Chief Investment Strategist at Orion Advisor Solutions, goes in-depth on the pros and cons of direct indexing.2021-03-1723 min
Standard Deviations with Dr. Daniel CrosbyRusty Vanneman - Why Cautiously Optimistic Thinking Can Lead to Better Decision-MakingRusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology).
Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments.
Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when...2021-03-0942 min
The Meb Faber Show - Better Investing#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving ForwardIn episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset management programs and markets.We talk to Rusty about the state of the industry for turnkey asset management programs, which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options. He gets into direct indexing, and why these customized solutions carry unique advantages for investors in areas like ESG implementation and tax-loss harvesting. Rusty shares his thoughts on markets and some reasons to maintain a bu...2020-11-1156 min
Orion's The Weighing MachineMarc Pfeffer of CLS Investments - The Value of Financial PlanningThis week, Orion CIO Rusty Vanneman, CFA, CMT, digs into the value of outsourcing investment management, the importance of due diligence, and how news headlines have driven markets in 2019. Rusty is joined by CLS CIO Marc Pfeffer who shares his take on recent market news, including a “phase one” trade deal between the U.S....
2019-12-1828 min
Money Matters Top Tips with Adam TorresRusty Vanneman, CFA President and Chief Investment Officer at CLS InvestmentsRusty Vanneman, CFA President and Chief Investment Officer at CLS Investments is interviewed in this episode. CLS (www.clsinvest.com) is one of the largest independent third party money managers in theUnited States. CLS partners with more than 2,500 financial professionals and plan sponsors.
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Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor2019-07-2112 min