HAUPPAUGE, N.Y. and OMAHA, Neb., July 10, 2012 /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 (Orion), a premier portfolio accounting service provider, announced today that the annual 2012 Gemini + Orion Advisor Forum will take place September 19-21 at the Gaylord Texan Hotel in Grapevine, Texas. Now in its fourth year, "Empowering Investment Advisors" will focus on developing next-generation solutions and products to enable advisors to take their businesses to the next level.
"This forum further underscores Gemini's and Orion's commitments to empower advisors with the knowledge and best practices to meet the evolving needs of their clients," said Andrew Rogers, Chief Executive Officer of Gemini. "By bringing together many of the best and brightest minds across the industry, participants will gain a deeper understanding of how to develop the cost-effective and creative strategies necessary to grow their practices well into the future."
The conference will feature keynote speakers John Mauldin, President of Millennium Wave Investments and best-selling author, along with Lou Holtz, College Football Hall of Fame Coach and best-selling author. Additional speakers include representatives from ProShares and ReFlow Services, LLC.
"Last year's forum attracted more than 300 advisors, and all indications are that this year's forum will be our best-attended yet," said Eric Clarke, Chief Executive Officer of Orion. "Advisors realize that the landscape has changed and there has never been a greater need for them to understand and leverage integrated technology in order to be more efficient, effective and profitable."
The forum's panel discussions will focus on topics which include custodial platforms, workflow transformation, trade execution, video market commentary, and client portals. In addition, attendees will also have the opportunity to participate in a tour of Cowboys Stadium, a golf outing and a President John F. Kennedy Memorial tour.
About Gemini Fund Services, LLC
Gemini Fund Services, LLC (www.geminifund.com) provides comprehensive, pooled investment solutions as an engaged partner to independent advisors. Gemini serves as a strategic partner and resource to advisors 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 advisors 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 advisors 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 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 registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers hundreds of advisors and administrates over $70 billion in assets for more than 500,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.
CONTACT: Dana Taormina
SOURCE Gemini Fund Services; Orion Advisor Services