How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? That and more, plus two special guests: CLS portfolio managers Kostya Etus and Grant Engelbart.
Guests: 
Kostya Etus, CFA, Portfolio Manager, CLS Investments 
GRANT ENGELBART, CFA, CAIA, Portfolio Manager, CLS Investments 
Hosts: 
Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 
Production: 
Producer – Sadie Brewer, Engineer – Nicholas Harnack, Artwork – Gary Withrow
3296-CLS-12/15/2017

How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? That and more, plus two special guests: CLS portfolio managers Kostya Etus and Grant Engelbart. Guests: Kostya Etus, CFA, Portfolio Manager, CLS Investments GRANT ENGELBART, CFA, CAIA, Portfolio Manager, CLS Investments Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Producer – Sadie Brewer, Engineer – Nicholas Harnack, Artwork – Gary Withrow 3296-CLS-12/15/2017

How can advisors reach millennials — and why do they need to? Is Bitcoin mania all speculation, or does this cryptocurrency deserve another look? That and more, plus two special guests:&nbsp;CLS portfolio managers Kostya Etus and Grant Engelbart.
Guests: 
Kostya Etus, CFA, Portfolio Manager, CLS Investments 
GRANT ENGELBART, CFA, CAIA,&nbsp;Portfolio Manager, CLS Investments 
Hosts: 
Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer 
Production: 
Producer – Sadie Brewer, Engineer – Nicholas Harnack, Artwork – Gary Withrow
3296-CLS-12/15/2017

Ep VI – Millennials & Bitcoin Mania

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. 

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).

The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

0503-OPS-3/4/2024

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Investing

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

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Ep VI – Millennials & Bitcoin Mania

Ep VI – Millennials & Bitcoin Mania

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