Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward | #265

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 11 November 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In 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 bullish attitude. As we start to wind down, we dig into balance, global diversification, bonds, and getting creative to manage portfolio risk moving forward. All this and more in episode 265 with Orion’s Rusty Vanneman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	Hey friends, fantastic show today.
0:41.6	Our guest is Chief Investment Officer at Orion,
0:44.4	where he oversees the portfolio management team, investment operations,
0:48.1	and research focused on the market environment and current investment strategies.
0:51.8	In today's episode we're talking markets.
0:55.0	We talk about the state of the industry for turnkey asset management programs, otherwise known as Tamps,
1:00.0	which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options.
1:05.7	We get into direct indexing and why these customized solutions carry unique advantages for investors in areas like
1:10.8	ESG implementation and tax loss harvesting.
1:13.4	We cover our guest thoughts and some reasons to maintain a bullish attitude.
1:17.0	As we wind down, we dig into balance global diversification, bonds, and getting
1:21.0	creative to manage portfolio risks moving forward.
1:23.4	American Farmland is disappearing at an alarming rate.
	...

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