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Orion's The Weighing Machine

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  1. Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks

    With some of the best, most innovative, and well-run businesses located beyond U.S. borders, limiting one's investments to the domestic market may inadvertently limit their portfolio's potential growth. While the world's economic activity i

  2. Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives

    Historically, investors have predominantly relied on traditional assets such as stocks and bonds to build portfolios. These classic investments have undoubtedly proven their worth over time. However, the modern era has ushered in new opport

  3. Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management

    Growth investing has long been a favored strategy for investors seeking to capitalize on the potential of high-growth companies. It's a path often chosen by those who firmly believe in the power of innovation, the potential of disruptive te

  4. Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values

    For many, faith provides a moral compass, guiding decisions and actions in both personal and professional matters. This compass extends its influence into the world of investing, giving rise to faith-based investing. This approach allows in

  5. George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business

    The impact of fintech on financial advisory practices has been nothing short of transformative. The collaboration between fintech innovators and financial advisors not only drives innovation but significantly enhances the overall client exp

  6. John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing

    The future of ETF model portfolios and factor investing appears promising. With the continued growth of the ETF industry and the increasing demand for diversified and risk-adjusted investment solutions, ETF model portfolios are likely to ga

  7. Mike Akins with ETF Action - How to Navigate the ETF Marketplace

    As investors increasingly seek to optimize their portfolios and adapt to changing market conditions, exchange-traded funds (ETFs) have emerged as an effective and rapidly evolving investment vehicle. While ETFs have proven superior to tradi

  8. Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios

    High-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 c

  9. Julie Cane of Democracy Investments - Investing in Freedom

    Democracy as an investment theme is not solely driven by ideology. It's grounded in data and a deep understanding of global dynamics. By understanding the relationship between geopolitics and investment, individuals can make more informed d

  10. Dr. Daniel Crosby of Orion - What's on Your Bookshelf

    This edition of The Weighing Machine marks the inaugural episode of "What's on Your Bookshelf," a segment that delves into the personal libraries of guests. This literary journey begins with exploring Dr. Daniel Crosby's bookshelf, Orion's

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