Thursday, Sep 29th

  • 8:30am-9:30am
    The Orion/TownSquare Vison & Offering
    Kurt Brown, Chief Investment Officer & Head of OCIO – TownSquare Capital
    kurt.brown@townsquarecapital.com
    Eric Clarke, CEO & Founder of Orion Advisor Solutions – Orion
    Presentation

  • 9:40am-10:20am
    Advisor Panel: Making the Leap from Being an Advisor to Owning an Advisory Firm
    Daniel Luke, Co-Founder & Chief Executive Officer – Diversify
    dluke@diversify.com
    Darin Arnell, Wealth Manager – Plan 4 Wealth
    darin.p4w@myfinancialnetwork.com
    Alex Haviland, CFP, Partner, Wealth Advisor – First Purpose Wealth
    ahaviland@firstpurpose.com
    Moderator: Zacc Call, President & Managing Partner – Capita Financial
    zacc@capitamail.com

  • 10:30am-11:15am
    Custom Indexing: Leveraging Technology for Tax Management & Client Customization
    Andrew Rosenberger, Head of Custom Indexing – Brinker Capital Investments"
    andrew.rosenberger@orion.com
    Tim Holland, CIO – Orion
    tim.holland@orion.com
    Presentation

  • 12:45pm-1:25pm

    • OPTION 1: Quality Growth Investing with Congress Asset Management
      Eric Meyers, Vice President, Portfolio Manager – Congress Asset Management
      Brian Cunningham, Vice President, Regional – Congress Asset Management
      bcunningham@congressasset.com

    • OPTION 2: Defense Wins Championships: How Elite Dividend Growers Successfully Balance Yield, Growth, and Safety for a Championship-level Client Experience.
      Nathan Rhees, Principal & Client Portfolio Manager – Alta Capital
      NRhees@altacapital.com
      Presentation

  • 1:35pm-2:15pm

    • OPTION 1: Where Do We Go from Here? The Seasons of the Market - Understanding Economic and Market Cycles in Investing
      Fritz Foltz, Managing Partner & Chief Investment Strategist – 3 Edge Asset Management
      dgf@3edgeam.com

    • OPTION 2: Polen Capital Overview & Growth Investing In The Current Environment
      Dan Davidowitz, CFA, Portfolio Manager – Polen
      acrump@polencapital.com

  • 2:25pm-3:05pm

  • 3:15pm-4:05pm

    Understanding & Targeting the Business Owner
    Tom Wilson, Senior Vice President, Head of Wealth Advisory – Brinker Capital Investments
    tom.wilson@orion.com
    Presentation

  • 4:05pm-4:35pm

    2022 Midterm Election Outlook and Impact
    Stephen Pavlick. Partner and Head of Policy – Renaissance Macro
    SPavlick@renmac.com
    Presentation