HAUPPAUGE, N.Y., Aug. 16, 2011 /PRNewswire/ -- Gemini Fund Services LLC (Gemini), an engaged partner to independent advisors as a provider of comprehensive, pooled investment solutions, and Orion Advisor Services LLC, a premier portfolio accounting service provider founded by and for Registered Investment Advisors (RIAs), today announced that the annual 2011 Gemini + Orion Advisor Forum will take place August 29-31, at the Denver Renaissance Hotel. This year's forum, "Empowering Investment Advisors," will focus on pooled investment solutions, portfolio accounting solutions and resources available to investment advisors.
"This conference gives both Gemini and Orion an opportunity to help our top advisors grow their businesses through networking with peers and industry experts while acquiring useful knowledge about products, system and regulations," said Andrew Rogers, President of Gemini Fund Services. "Conference attendees will come away with a stronger understanding of and insight into how they can develop creative, cost-effective solutions that will ultimately enable them to better serve their clients' needs."
The conference, which has so far attracted more than 300 registrants, features a variety of industry-leading speakers including Noel Archard of iShares, who will present the keynote "ETF Industry Product Trends." Rob Stein, Astor Asset Management, Ray Amani, Arrow Funds and Rob Grey, Denver Money Manager, will sit on the "Portfolio Strategies and the Economy" panel, which will be moderated by Marty Kurtz, President of FPA. Other conference topics include global distribution opportunities, sales reporting, alternative investments and mutual fund compliance and regulation.
"This year's conference is all about training our advisors to be more efficient, effective and profitable using our technology at a time when streamlined operations are more important than ever," said Eric Clarke, President of Orion Advisor Services. "Our mission is to provide advisors with the tools, training and high-touch service they need to reduce costs and focus on their core competencies. We are looking forward to delivering an exciting, educational and empowering conference."
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About Gemini Fund Services, LLC
Gemini Fund Services LLC (www.geminifund.com) provides comprehensive, pooled investment solutions as an engaged partner to independent advisers. Gemini serves as a strategic partner and resource to advisers that want to bring their own, unique investment vehicles to market, including mutual funds, hedge funds, and alternative investments such as collective investment trusts. As a full-service firm, Gemini provides the administration, accounting, and technology that advisers need in order to launch and market successful products. With over 25 years of experience creating and servicing funds, Gemini brings years of industry knowledge and insight to help advisers achieve the vision of their product and deliver the most extensive range of turnkey solutions to clients.
About Orion Advisor Services, LLC
Orion Advisor Services LLC is the premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business once again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale and customization advisors need to support business growth.
Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers nearly 250 advisors and administrates over $60 billion in assets for more than 400,000 accounts. For more information about Orion Advisor Services, LLC, please visit www.orionadvisor.com.
SOURCE Gemini Fund Services, LLC